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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

498 hedge funds and large institutions have $12.5B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 214 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-25
Holders Change %
-4.78%
% of All Funds
8.61%
Holding in Top 10
39
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.18%
% of All Funds
0.67%
New
45
Increased
157
Reduced
214
Closed
63
Calls
$2.95M
Puts
$5.82M
Net Calls
-$2.87M
Net Calls Change
-$1.61M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$4.97B
2
Jane Street
Jane Street
New York
$81.8M
3
RA
Rational Advisors
New York
$35M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$19.7M
5
TA
Tiedemann Advisors
New York
$31.8M

Top Sellers

1
Nomura Asset Management
Nomura Asset Management
Japan
$0
2
MNG
Manning & Napier Group
New York
$22.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$419M
4
CIAS
CBIZ Investment Advisory Services
Ohio
$0
5
Bank of America
Bank of America
North Carolina
$1.79B
Name Holding Trade Value Shares
Change 		Shares
Change %
LJAC
201
L.J. Altfest & Co
New York
$1.24M +$655K +14,526 +113%
Schroder Investment Management Group
202
Schroder Investment Management Group
United Kingdom
$1.21M – – –
SWP
203
Stratos Wealth Partners
Ohio
$1.21M -$164K -3,632 -12%
FFBTD
204
First Financial Bank - Trust Division
Ohio
$1.21M +$176K +3,897 +17%
SFA
205
Seneca Financial Advisors
New York
$1.2M +$59.8K +1,326 +5%
IWA
206
IVC Wealth Advisors
Pennsylvania
$1.19M +$117K +2,601 +11%
ECA
207
Elevated Capital Advisors
Utah
$1.16M +$1.16M +25,815 New
VWA
208
Visionary Wealth Advisors
Illinois
$1.16M -$172K -3,824 -13%
AWP
209
Abacus Wealth Partners
California
$1.15M +$1.15M +25,530 New
HW
210
Hancock Whitney
Mississippi
$1.15M +$603K +13,367 +110%
Creative Planning
211
Creative Planning
Kansas
$1.13M -$333K -7,389 -23%
GRP
212
Global Retirement Partners
California
$1.13M +$74.7K +1,683 +7%
CAN
213
Claraphi Advisory Network
United States
$1.1M -$57.8K -1,282 -5%
MW
214
Marcum Wealth
Ohio
$1.09M -$24.7K -547 -2%
CIC
215
Cutler Investment Counsel
Oregon
$1.08M -$13.3K -295 -1%
MWM
216
Maripau Wealth Management
Indiana
$1.05M -$33.1K -746 -3%
JWCA
217
J.W. Cole Advisors
Florida
$1.05M -$182K -4,035 -15%
TNA
218
True North Advisors
Texas
$1.02M +$68.2K +1,513 +7%
RFN
219
Redwood Financial Network
Ohio
$1.02M -$35.8K -794 -3%
RMDI
220
R.M. Davis Inc
Maine
$992K -$177K -3,914 -15%
CFAM
221
Coury Firm Asset Management
Pennsylvania
$967K -$1.12M -24,775 -54%
BBA
222
BLB&B Advisors
Pennsylvania
$939K +$230K +5,107 +33%
BCM
223
Boltwood Capital Management
California
$937K -$926K -20,535 -50%
OC
224
Oppenheimer & Co
New York
$922K -$810K -17,984 -47%
CA
225
CGN Advisors
Kansas
$918K -$234K -5,190 -20%
7 8
9
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