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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

534 hedge funds and large institutions have $14.3B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 221 increasing their positions, 169 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+20
Holders Change %
+3.89%
% of All Funds
8.42%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.65%
New
71
Increased
221
Reduced
169
Closed
46
Calls
$791K
Puts
$584K
Net Calls
+$207K
Net Calls Change
+$602K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.7B
2
Bank of America
Bank of America
North Carolina
$2.4B
3
BOH
Bank of Hawaii
Hawaii
$46.6M
4
Ameriprise
Ameriprise
Minnesota
$184M
5
RVPG
Relative Value Partners Group
$29.8M

Top Sellers

1
MG
Mather Group
Illinois
$138M
2
SWG
Summit Wealth Group
Vermont
$1.36M
3
Charles Schwab
Charles Schwab
California
$72.5M
4
MNG
Manning & Napier Group
New York
$21.5M
5
AF
Allworth Financial
California
$27.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
201
Gallacher Capital Management
Colorado
$1.99M – – –
HP
202
Hilltop Partners
Indiana
$1.98M +$39.8K +865 +2%
SFA
203
Seneca Financial Advisors
New York
$1.86M -$952K -20,704 -34%
AF
204
Advisornet Financial
Minnesota
$1.81M +$487K +10,583 +37%
SFP
205
Strategic Financial Partners
Oregon
$1.8M -$146K -3,171 -8%
VCP
206
Verus Capital Partners
Arizona
$1.75M +$523K +11,372 +43%
ECA
207
Elevated Capital Advisors
Utah
$1.74M +$197K +4,292 +13%
TIM
208
Tortoise Investment Management
New York
$1.73M +$209K +4,538 +14%
AWA
209
Arete Wealth Advisors
Illinois
$1.73M +$1.73M +37,602 New
OLVIG
210
Oliver Lagore Vanvalin Investment Group
Michigan
$1.72M +$1.72M +37,482 New
CG
211
Clifford Group
Massachusetts
$1.69M -$6.21K -135 -0.4%
CWM
212
Congress Wealth Management
Massachusetts
$1.68M -$18.6K -405 -1%
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$1.65M +$1.05M +22,782 +174%
DI
214
Disciplined Investments
Oklahoma
$1.59M -$170K -3,691 -10%
GVAG
215
Great Valley Advisor Group
Delaware
$1.57M -$120K -2,613 -7%
PWM
216
Perigon Wealth Management
California
$1.57M +$116K +2,531 +8%
AWM
217
Axxcess Wealth Management
California
$1.5M +$1.5M +32,590 New
GRP
218
Global Retirement Partners
California
$1.49M +$2.53K +55 +0.2%
FPWM
219
FSB Premier Wealth Management
Iowa
$1.45M -$36K -783 -2%
RCA
220
Resonant Capital Advisors
Wisconsin
$1.43M +$1.43M +31,160 New
Wealth Enhancement Advisory Services
221
Wealth Enhancement Advisory Services
Minnesota
$1.43M +$21.8K +474 +2%
PW
222
Peninsula Wealth
California
$1.42M -$30.4K -662 -2%
EAM
223
Eagle Asset Management
Florida
$1.41M +$22.5K +490 +2%
GC
224
Guggenheim Capital
Illinois
$1.4M +$436K +9,476 +45%
ATC
225
Argent Trust Co
Tennessee
$1.39M +$1.15M +25,017 +474%
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