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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

525 hedge funds and large institutions have $13.4B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 179 increasing their positions, 198 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+27
Holders Change %
+5.42%
% of All Funds
8.47%
Holding in Top 10
47
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20.51%
% of All Funds
0.76%
New
81
Increased
179
Reduced
198
Closed
47
Calls
$1.86M
Puts
$3.89M
Net Calls
-$2.03M
Net Calls Change
+$838K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.45B
2
RWP
RWA Wealth Partners
Massachusetts
$160M
3
Ameriprise
Ameriprise
Minnesota
$143M
4
ECM
Evergreen Capital Management
Washington
$56.4M
5
EWM
Executive Wealth Management
Michigan
$40.4M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$276M
2
Jane Street
Jane Street
New York
$0
3
MWM
Mission Wealth Management
California
$1.13M
4
RJA
Raymond James & Associates
Florida
$113M
5
MNG
Manning & Napier Group
New York
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAG
176
SageView Advisory Group
California
$2.34M +$2.34M +51,476 New
CM
177
Columbus Macro
Pennsylvania
$2.33M -$1.29M -28,350 -36%
Toronto Dominion Bank
178
Toronto Dominion Bank
Ontario, Canada
$2.28M -$7.78M -171,000 -77%
MIA
179
MainStreet Investment Advisors
Illinois
$2.27M -$275K -6,035 -11%
RIM
180
Rockbridge Investment Management
New York
$2.21M -$31.1K -683 -1%
AAS
181
Avantax Advisory Services
Texas
$2.18M +$722K +15,869 +50%
SW
182
SMART Wealth
Nebraska
$2.17M +$2.17M +47,741 New
AG
183
Ascent Group
Virginia
$2.16M -$172K -3,789 -7%
CSB
184
City State Bank
Iowa
$2.16M +$2.06M +45,366 +2,212%
TPCW
185
TD Private Client Wealth
New York
$2.14M +$493K +10,832 +30%
SFP
186
Strategic Financial Partners
Oregon
$2.06M -$5.08M -111,505 -71%
AWE
187
Avidian Wealth Enterprises
Texas
$2.04M +$2.04M +44,755 New
USAA
188
United Services Automobile Association
Texas
$2.01M -$214K -4,707 -10%
WFA
189
Websterrogers Financial Advisors
South Carolina
$1.94M +$83.9K +1,843 +5%
1WM
190
1900 Wealth Management
Texas
$1.91M -$9.38K -206 -0.5%
DI
191
Disciplined Investments
Oklahoma
$1.89M -$226K -4,965 -11%
Baird Financial Group
192
Baird Financial Group
Wisconsin
$1.89M +$1.89M +41,593 New
BA
193
Bridge Advisory
California
$1.88M -$1.15M -25,264 -38%
CAN
194
Claraphi Advisory Network
United States
$1.85M +$745K +16,358 +67%
FFBTD
195
First Financial Bank - Trust Division
Ohio
$1.85M +$632K +13,888 +52%
SJIA
196
St. James Investment Advisors
New York
$1.82M +$386K +8,489 +27%
CAM
197
Chandler Asset Management
California
$1.78M – – –
GVAG
198
Great Valley Advisor Group
Delaware
$1.76M -$133K -2,917 -7%
EAMA
199
EFG Asset Management (Americas)
Florida
$1.63M -$87.9K -1,932 -5%
FPWM
200
FSB Premier Wealth Management
Iowa
$1.55M -$81.2K -1,784 -5%
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