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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

514 hedge funds and large institutions have $14.3B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 222 increasing their positions, 164 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
-11
Holders Change %
-2.1%
% of All Funds
8.23%
Holding in Top 10
39
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.02%
% of All Funds
0.62%
New
65
Increased
222
Reduced
164
Closed
63
Calls
$1.02M
Puts
$1.42M
Net Calls
-$395K
Net Calls Change
+$1.64M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.64B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$357M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$915M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$24.1M
5
TPCW
5
TD Private Client Wealth
New York
$26.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.34B
2
CS
2
Credit Suisse
Switzerland
$0
3
RJA
3
Raymond James & Associates
Florida
$85.2M
4
CW
4
Connectus Wealth
Ohio
$0
5
MNG
5
Manning & Napier Group
New York
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
201
Bragg Financial Advisors
North Carolina
$1.68M +$449K +9,652 +36%
SSA
202
Schonfeld Strategic Advisors
New York
$1.6M +$637K +13,684 +66%
ECA
203
Elevated Capital Advisors
Utah
$1.56M +$237K +5,099 +18%
TIM
204
Tortoise Investment Management
New York
$1.54M +$55K +1,182 +4%
LFP
205
Leeward Financial Partners
Washington
$1.53M +$143K +3,073 +10%
GRP
206
Global Retirement Partners
California
$1.52M +$248K +5,297 +20%
FAT
207
First American Trust
California
$1.52M +$319K +6,846 +27%
FPWM
208
FSB Premier Wealth Management
Iowa
$1.51M -$75.4K -1,619 -5%
ICMP
209
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.5M -$3.26M -72,155 -69%
PW
210
Peninsula Wealth
California
$1.47M +$158K +3,393 +12%
PWM
211
Perigon Wealth Management
California
$1.47M +$21.9K +471 +2%
SWM
212
Spire Wealth Management
Virginia
$1.47M +$738K +15,851 +101%
WFA
213
Websterrogers Financial Advisors
South Carolina
$1.45M -$537K -11,531 -27%
GIS
214
Grayhawk Investment Strategies
Alberta, Canada
$1.45M +$113K +1,323 +8%
Wealth Enhancement Advisory Services
215
Wealth Enhancement Advisory Services
Minnesota
$1.43M -$917K -19,704 -39%
EAM
216
Eagle Asset Management
Florida
$1.4M -$121K -2,610 -8%
CFG
217
Citizens Financial Group
Rhode Island
$1.39M +$549K +11,802 +65%
IA
218
Inspire Advisors
Idaho
$1.38M +$53.1K +1,141 +4%
IDA
219
Intelligence Driven Advisers
California
$1.38M -$169K -3,597 -11%
TCM
220
Tran Capital Management
California
$1.37M +$31.4K +675 +2%
PP
221
Prosperity Planning
Missouri
$1.35M +$1.01M +21,609 +289%
AF
222
Advisornet Financial
Minnesota
$1.34M +$1.34M +28,700 +260,909%
RIA
223
Regal Investment Advisors
Michigan
$1.32M +$60.5K +1,299 +5%
BBA
224
BLB&B Advisors
Pennsylvania
$1.32M +$161K +3,452 +14%
VCP
225
Verus Capital Partners
Arizona
$1.24M +$449K +9,636 +57%
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9
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