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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

525 hedge funds and large institutions have $13.4B invested in Vanguard Mortgage-Backed Securities ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 179 increasing their positions, 198 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+27
Holders Change %
+5.42%
% of All Funds
8.47%
Holding in Top 10
47
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20.51%
% of All Funds
0.76%
New
81
Increased
179
Reduced
198
Closed
47
Calls
$1.86M
Puts
$3.89M
Net Calls
-$2.03M
Net Calls Change
+$838K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.45B
2
RWP
RWA Wealth Partners
Massachusetts
$160M
3
Ameriprise
Ameriprise
Minnesota
$143M
4
ECM
Evergreen Capital Management
Washington
$56.4M
5
EWM
Executive Wealth Management
Michigan
$40.4M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$276M
2
Jane Street
Jane Street
New York
$0
3
MWM
Mission Wealth Management
California
$1.13M
4
RJA
Raymond James & Associates
Florida
$113M
5
MNG
Manning & Napier Group
New York
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IDA
201
Intelligence Driven Advisers
California
$1.53M -$46.8K -1,006 -3%
EAM
202
Eagle Asset Management
Florida
$1.5M +$63.4K +1,383 +4%
TIM
203
Tortoise Investment Management
New York
$1.46M +$720K +15,818 +98%
IA
204
IFP Advisors
Florida
$1.45M -$28.8K -549 -2%
PWM
205
Perigon Wealth Management
California
$1.42M +$821K +18,036 +138%
LFP
206
Leeward Financial Partners
Washington
$1.36M +$38.7K +850 +3%
OC
207
Oppenheimer & Co
New York
$1.36M +$426K +9,358 +46%
SFA
208
Semmax Financial Advisors
North Carolina
$1.35M -$974K -20,830 -42%
GWSA
209
Global Wealth Strategies & Associates
Colorado
$1.35M +$1.35M +29,606 New
TCM
210
Tran Capital Management
California
$1.31M -$109K -2,388 -8%
IA
211
Inspire Advisors
Idaho
$1.3M -$59.6K -1,310 -4%
ECA
212
Elevated Capital Advisors
Utah
$1.29M +$116K +2,557 +10%
PW
213
Peninsula Wealth
California
$1.29M -$101K -2,214 -7%
PP
214
Prosperity Planning
Missouri
$1.28M – – –
VC
215
Veery Capital
Delaware
$1.27M +$12.3K +270 +1%
US Bancorp
216
US Bancorp
Minnesota
$1.24M -$4.74M -104,115 -79%
1IA
217
1834 Investment Advisors
Wisconsin
$1.24M +$607K +13,338 +96%
SP
218
Successful Portfolios
Florida
$1.24M +$957K +21,036 +345%
GRP
219
Global Retirement Partners
California
$1.23M +$77.2K +1,696 +7%
RIA
220
Regal Investment Advisors
Michigan
$1.23M -$59.4K -1,306 -5%
Schroder Investment Management Group
221
Schroder Investment Management Group
United Kingdom
$1.22M – – –
IWA
222
IVC Wealth Advisors
Pennsylvania
$1.21M +$2.05K +45 +0.2%
BFA
223
Bragg Financial Advisors
North Carolina
$1.21M +$487K +10,688 +68%
CG
224
Clifford Group
Massachusetts
$1.2M +$1.2M +26,467 New
FAT
225
First American Trust
California
$1.17M +$615K +13,500 +110%
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