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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

532 hedge funds and large institutions have $14.4B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 237 increasing their positions, 172 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
-2
Holders Change %
-0.37%
% of All Funds
8.48%
Holding in Top 10
41
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.65%
New
59
Increased
237
Reduced
172
Closed
54
Calls
$1.95M
Puts
$2.18M
Net Calls
-$227K
Net Calls Change
-$434K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.78B
2
Bank of America
Bank of America
North Carolina
$2.5B
3
Charles Schwab
Charles Schwab
California
$133M
4
HC
Hamilton Capital
Ohio
$53.2M
5
Osaic Holdings
Osaic Holdings
Arizona
$127M

Top Sellers

1
RWP
RWA Wealth Partners
Massachusetts
$9.68M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$716M
3
ECM
Evergreen Capital Management
Washington
$15M
4
MNG
Manning & Napier Group
New York
$20.6M
5
RJA
Raymond James & Associates
Florida
$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWIA
176
Roger Wittlin Investment Advisory
California
$2.99M -$460K -10,508 -13%
EW
177
Evoke Wealth
California
$2.99M +$2.99M +68,278 New
FIM
178
Freedom Investment Management
Connecticut
$2.99M +$410K +9,357 +16%
CCA
179
Checchi Capital Advisers
California
$2.89M -$9.91M -226,314 -77%
PFM
180
Phillips Financial Management
Indiana
$2.87M -$72.8K -1,662 -2%
BA
181
Bridge Advisory
California
$2.84M -$22.2K -506 -0.8%
Mariner
182
Mariner
Kansas
$2.82M +$94K +2,147 +3%
AAS
183
Avantax Advisory Services
Texas
$2.63M +$386K +8,827 +17%
SSA
184
Schonfeld Strategic Advisors
New York
$2.61M -$2.11M -48,158 -45%
FFBTD
185
First Financial Bank - Trust Division
Ohio
$2.56M +$59.5K +1,360 +2%
FPCP
186
Fort Point Capital Partners
California
$2.5M +$1.92M +43,891 +334%
BBNA
187
Bremer Bank National Association
Minnesota
$2.44M -$253K -5,789 -9%
LFP
188
Leeward Financial Partners
Washington
$2.42M +$185K +4,227 +8%
BA
189
Bard Associates
Illinois
$2.4M -$3.07K -70 -0.1%
HIM
190
Hanlon Investment Management
New Jersey
$2.4M -$424K -9,678 -15%
CAM
191
Chandler Asset Management
California
$2.38M +$394K +8,985 +20%
FHA
192
First Horizon Advisors
Tennessee
$2.36M -$204K -4,666 -8%
FHC
193
First Heartland Consultants
Missouri
$2.33M -$55.3K -1,264 -2%
Janus Henderson Group
194
Janus Henderson Group
United Kingdom
$2.32M -$8.5M -194,120 -79%
ACM
195
AlphaStar Capital Management
North Carolina
$2.3M -$162K -3,693 -7%
AWMNH
196
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.28M +$129K +2,956 +6%
CM
197
Columbus Macro
Pennsylvania
$2.27M +$186K +4,255 +9%
BFA
198
Bragg Financial Advisors
North Carolina
$2.27M +$85K +1,941 +4%
IWA
199
IVC Wealth Advisors
Pennsylvania
$2.26M +$281K +6,421 +14%
BTI
200
Blue Trust Inc
Georgia
$2.22M -$643K -13,985 -22%
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