VMBS icon

Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

523 hedge funds and large institutions have $13.2B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 149 increasing their positions, 235 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-7
Holders Change %
-1.32%
% of All Funds
8.84%
Holding in Top 10
33
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.56%
New
72
Increased
149
Reduced
235
Closed
73
Calls
$961K
Puts
$2.22M
Net Calls
-$1.26M
Net Calls Change
-$977K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.16B
2
AssetMark Inc
AssetMark Inc
California
$432M
3
RJA
Raymond James & Associates
Florida
$150M
4
Nomura Asset Management
Nomura Asset Management
Japan
$56.9M
5
CF
Cantor Fitzgerald
New York
$48.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.92B
2
Charles Schwab
Charles Schwab
California
$139M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$467M
4
ECM
Evergreen Capital Management
Washington
$1.83M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$919M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
201
Spire Wealth Management
Virginia
$1.29M -$243K -5,088 -16%
Schroder Investment Management Group
202
Schroder Investment Management Group
United Kingdom
$1.28M – – –
WCWM
203
Willow Creek Wealth Management
California
$1.24M -$352K -7,353 -22%
RMDI
204
R.M. Davis Inc
Maine
$1.24M -$27.1K -567 -2%
CAN
205
Claraphi Advisory Network
United States
$1.23M -$185K -3,869 -13%
CA
206
CGN Advisors
Kansas
$1.22M +$648K +13,560 +113%
SFA
207
Seneca Financial Advisors
New York
$1.21M +$1.21M +25,207 New
MWM
208
Maripau Wealth Management
Indiana
$1.2M -$36.6K -743 -3%
SWA
209
Strategies Wealth Advisors
Michigan
$1.18M -$396K -8,274 -25%
MW
210
Marcum Wealth
Ohio
$1.18M -$41.8K -874 -3%
MAM
211
Meeder Asset Management
Ohio
$1.16M -$1.33M -27,780 -53%
CIC
212
Cutler Investment Counsel
Oregon
$1.16M -$118K -2,473 -9%
WWM
213
WT Wealth Management
Arizona
$1.14M +$64K +1,339 +6%
IWA
214
IVC Wealth Advisors
Pennsylvania
$1.14M +$800K +16,730 +235%
GRP
215
Global Retirement Partners
California
$1.13M +$3.35K +70 +0.3%
RFN
216
Redwood Financial Network
Ohio
$1.12M -$37.3K -780 -3%
AWE
217
Avidian Wealth Enterprises
Texas
$1.1M -$147K -3,070 -12%
FFBTD
218
First Financial Bank - Trust Division
Ohio
$1.1M +$301K +6,300 +38%
BlackRock
219
BlackRock
New York
$1.06M +$1.02M +21,390 +3,030%
GPA
220
Guidance Point Advisors
Massachusetts
$1.02M -$537K -11,242 -34%
TNA
221
True North Advisors
Texas
$1.01M -$48.5K -1,015 -5%
RPG
222
Resource Planning Group
Georgia
$983K -$91.8K -1,919 -9%
PFG
223
Peterson Financial Group
Iowa
$981K -$105K -2,186 -10%
VWM
224
Valley Wealth Managers
New Jersey
$958K +$958K +20,039 New
TC
225
TownSquare Capital
Utah
$930K -$72.5K -1,517 -7%
7 8
9
10 11