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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

534 hedge funds and large institutions have $14.3B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 221 increasing their positions, 169 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+20
Holders Change %
+3.89%
% of All Funds
8.42%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.65%
New
71
Increased
221
Reduced
169
Closed
46
Calls
$791K
Puts
$584K
Net Calls
+$207K
Net Calls Change
+$602K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.7B
2
Bank of America
Bank of America
North Carolina
$2.4B
3
BOH
Bank of Hawaii
Hawaii
$46.6M
4
Ameriprise
Ameriprise
Minnesota
$184M
5
RVPG
Relative Value Partners Group
$29.8M

Top Sellers

1
MG
Mather Group
Illinois
$138M
2
SWG
Summit Wealth Group
Vermont
$1.36M
3
Charles Schwab
Charles Schwab
California
$72.5M
4
MNG
Manning & Napier Group
New York
$21.5M
5
AF
Allworth Financial
California
$27.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
176
Mariner
Kansas
$2.87M +$164K +3,562 +6%
BBNA
177
Bremer Bank National Association
Minnesota
$2.83M -$226K -4,917 -7%
EAMA
178
EFG Asset Management (Americas)
Florida
$2.82M – – –
ECI
179
EFG Capital International
Florida
$2.82M +$2.82M +61,237 New
B
180
Bailard
California
$2.77M +$1.09M +23,690 +65%
FIM
181
Freedom Investment Management
Connecticut
$2.71M +$2.48M +53,884 +1,084%
FHA
182
First Horizon Advisors
Tennessee
$2.69M -$253K -5,495 -9%
PCA
183
Prosperity Capital Advisors
Ohio
$2.65M +$131K +2,841 +5%
FFBTD
184
First Financial Bank - Trust Division
Ohio
$2.63M -$251K -5,456 -9%
ACM
185
AlphaStar Capital Management
North Carolina
$2.59M -$3.23M -70,141 -55%
BA
186
Bard Associates
Illinois
$2.52M -$11.5K -250 -0.5%
FHC
187
First Heartland Consultants
Missouri
$2.51M -$4.83K -105 -0.2%
1WM
188
1900 Wealth Management
Texas
$2.45M +$475K +10,339 +24%
CWM
189
Certus Wealth Management
California
$2.45M +$2.45M +53,245 New
RIM
190
Rockbridge Investment Management
New York
$2.39M -$46 -1 -0%
AAS
191
Avantax Advisory Services
Texas
$2.36M -$38.3K -833 -2%
LFP
192
Leeward Financial Partners
Washington
$2.34M +$829K +18,017 +55%
BFA
193
Bragg Financial Advisors
North Carolina
$2.3M +$637K +13,861 +38%
AWMNH
194
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.25M -$936K -20,347 -29%
AG
195
Ascent Group
Virginia
$2.24M -$146K -3,205 -6%
CSB
196
City State Bank
Iowa
$2.23M -$20.7K -450 -0.9%
CM
197
Columbus Macro
Pennsylvania
$2.2M -$67.2K -1,461 -3%
HSA
198
HBK Sorce Advisory
Pennsylvania
$2.16M +$1.02M +22,115 +89%
CAM
199
Chandler Asset Management
California
$2.08M +$331K +7,196 +19%
IWA
200
IVC Wealth Advisors
Pennsylvania
$2.08M +$179K +3,894 +9%
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