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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

532 hedge funds and large institutions have $14.4B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 237 increasing their positions, 172 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
-2
Holders Change %
-0.37%
% of All Funds
8.48%
Holding in Top 10
41
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.65%
New
59
Increased
237
Reduced
172
Closed
54
Calls
$1.95M
Puts
$2.18M
Net Calls
-$227K
Net Calls Change
-$434K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$5.78B
2
Bank of America
Bank of America
North Carolina
$2.5B
3
Charles Schwab
Charles Schwab
California
$133M
4
HC
Hamilton Capital
Ohio
$53.2M
5
Osaic Holdings
Osaic Holdings
Arizona
$127M

Top Sellers

1
RWP
RWA Wealth Partners
Massachusetts
$9.68M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$716M
3
ECM
Evergreen Capital Management
Washington
$15M
4
MNG
Manning & Napier Group
New York
$20.6M
5
RJA
Raymond James & Associates
Florida
$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSB
201
City State Bank
Iowa
$2.13M – – –
SRC
202
Sage Rhino Capital
California
$2.12M +$2.12M +48,402 New
AG
203
Ascent Group
Virginia
$2.06M -$82.2K -1,888 -4%
AF
204
Advisornet Financial
Minnesota
$2.06M +$337K +7,698 +20%
Baird Financial Group
205
Baird Financial Group
Wisconsin
$2.05M -$953K -21,777 -32%
GC
206
Guggenheim Capital
Illinois
$2.04M +$707K +16,154 +53%
SFA
207
Seneca Financial Advisors
New York
$2.02M +$245K +5,593 +14%
MFS
208
Madrona Financial Services
Washington
$1.98M +$1.49M +34,071 +305%
SFA
209
Semmax Financial Advisors
North Carolina
$1.96M +$1.96M +44,945 New
TIM
210
Tortoise Investment Management
New York
$1.91M +$258K +5,882 +16%
UFA
211
US Financial Advisors
Massachusetts
$1.9M +$1.9M +43,328 New
SBLIC
212
Security Benefit Life Insurance Company
Kansas
$1.87M +$635K +14,500 +51%
CWM
213
Congress Wealth Management
Massachusetts
$1.85M +$247K +5,649 +15%
EAMA
214
EFG Asset Management (Americas)
Florida
$1.84M -$838K -19,141 -31%
CA
215
CGN Advisors
Kansas
$1.84M +$979K +22,352 +114%
ECA
216
Elevated Capital Advisors
Utah
$1.83M +$174K +3,970 +11%
VCP
217
Verus Capital Partners
Arizona
$1.78M +$111K +2,528 +7%
PWM
218
Perigon Wealth Management
California
$1.77M +$281K +6,426 +19%
FIA
219
Foundations Investment Advisors
Arizona
$1.77M +$529K +12,078 +42%
DI
220
DFPG Investments
Utah
$1.71M +$804K +18,461 +89%
HP
221
Hilltop Partners
Indiana
$1.7M -$179K -4,086 -10%
SFP
222
Strategic Financial Partners
Oregon
$1.7M -$12.9K -295 -0.8%
Comerica Bank
223
Comerica Bank
Texas
$1.66M +$1.66M +38,016 New
VT
224
Vise Technologies
New York
$1.61M +$478K +10,925 +42%
FA
225
FDx Advisors
Illinois
$1.57M +$1.29M +29,437 +460%
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