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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

514 hedge funds and large institutions have $14.3B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 222 increasing their positions, 164 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
-11
Holders Change %
-2.1%
% of All Funds
8.23%
Holding in Top 10
39
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.02%
% of All Funds
0.62%
New
65
Increased
222
Reduced
164
Closed
63
Calls
$1.02M
Puts
$1.42M
Net Calls
-$395K
Net Calls Change
+$1.64M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.64B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$357M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$915M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$24.1M
5
TPCW
5
TD Private Client Wealth
New York
$26.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.34B
2
CS
2
Credit Suisse
Switzerland
$0
3
RJA
3
Raymond James & Associates
Florida
$85.2M
4
CW
4
Connectus Wealth
Ohio
$0
5
MNG
5
Manning & Napier Group
New York
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
176
Blue Trust Inc
Georgia
$2.54M -$154K -3,375 -6%
DFCM
177
Dark Forest Capital Management
Puerto Rico
$2.51M +$2.51M +53,908 New
AG
178
Ascent Group
Virginia
$2.44M +$228K +4,895 +10%
Citadel Advisors
179
Citadel Advisors
Florida
$2.43M +$2.13M +45,785 +708%
AAS
180
Avantax Advisory Services
Texas
$2.42M +$195K +4,179 +9%
RIM
181
Rockbridge Investment Management
New York
$2.41M +$152K +3,260 +7%
SAG
182
SageView Advisory Group
California
$2.36M -$36.2K -778 -2%
CM
183
Columbus Macro
Pennsylvania
$2.28M -$96.5K -2,076 -4%
CSB
184
City State Bank
Iowa
$2.28M +$74.5K +1,600 +3%
SB
185
Strategic Blueprint
Georgia
$2.18M +$1.46M +31,403 +204%
GCM
186
Gallacher Capital Management
Colorado
$2.02M -$498K -10,700 -20%
1WM
187
1900 Wealth Management
Texas
$2M +$44.4K +954 +2%
SFP
188
Strategic Financial Partners
Oregon
$1.96M -$146K -3,132 -7%
HP
189
Hilltop Partners
Indiana
$1.96M +$1.17M +25,100 +148%
IWA
190
IVC Wealth Advisors
Pennsylvania
$1.92M +$688K +14,783 +56%
MIA
191
MainStreet Investment Advisors
Illinois
$1.82M -$506K -10,866 -22%
DI
192
Disciplined Investments
Oklahoma
$1.78M -$153K -3,296 -8%
CAM
193
Chandler Asset Management
California
$1.77M -$67.5K -1,450 -4%
SP
194
Successful Portfolios
Florida
$1.75M +$484K +10,403 +38%
FHB
195
First Hawaiian Bank
Hawaii
$1.74M +$1.74M +37,459 New
CWM
196
Congress Wealth Management
Massachusetts
$1.72M -$22M -472,989 -93%
GVAG
197
Great Valley Advisor Group
Delaware
$1.71M -$91.2K -1,959 -5%
CG
198
Clifford Group
Massachusetts
$1.71M +$480K +10,320 +39%
B
199
Bailard
California
$1.7M +$615K +13,208 +57%
USAA
200
United Services Automobile Association
Texas
$1.7M -$355K -7,616 -17%
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