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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.

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

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$276M
2
Jane Street
2
Jane Street
New York
$0
3
MWM
3
Mission Wealth Management
California
$1.13M
4
RJA
4
Raymond James & Associates
Florida
$113M
5
RA
5
Rational Advisors
New York
$13.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$5.03B 110,566,090 +354,737 +0.3%
Bank of America
2
Bank of America
North Carolina
$2.45B 53,914,528 +14,144,564 +36%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$841M 18,468,418 -465,573 -2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$428M 9,396,692 +102,861 +1%
MG
5
Mather Group
Illinois
$308M 6,762,351 +253,297 +4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$284M 6,245,143 +61,660 +1%
AssetMark Inc
7
AssetMark Inc
California
$276M 6,065,751 -2,814,296 -32%
Stifel Financial
8
Stifel Financial
Missouri
$200M 4,393,751 -199,445 -4%
LPL Financial
9
LPL Financial
California
$169M 3,716,960 +42,060 +1%
RWP
10
RWA Wealth Partners
Massachusetts
$160M 3,415,257 +3,395,153 +16,888%
Ameriprise
11
Ameriprise
Minnesota
$143M 3,142,156 +1,690,453 +116%
Charles Schwab
12
Charles Schwab
California
$138M 3,028,737 +59,933 +2%
LNC
13
Lincoln National Corp
Pennsylvania
$122M 2,689,864 +42,473 +2%
RJA
14
Raymond James & Associates
Florida
$113M 2,487,327 -767,089 -24%
KeyBank National Association
15
KeyBank National Association
Ohio
$104M 2,282,858 -153,166 -6%
Morgan Stanley
16
Morgan Stanley
New York
$100M 2,199,783 +145,617 +7%
AWM
17
AE Wealth Management
Kansas
$92.7M 2,036,592 -137,170 -6%
Osaic Holdings
18
Osaic Holdings
Arizona
$91.8M 2,015,172 -225,601 -10%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$79.4M 1,744,792 -133,401 -7%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$57M 1,251,728 -41,451 -3%
ECM
21
Evergreen Capital Management
Washington
$56.4M 1,239,417 +1,170,313 +1,694%
AIM
22
Acropolis Investment Management
Missouri
$56M 1,229,938 +74,119 +6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$55M 1,208,764 +20,162 +2%
CF
24
Cantor Fitzgerald
New York
$54.1M 1,187,790 -13,873 -1%
UBS Group
25
UBS Group
Switzerland
$52.7M 1,156,800 +583,647 +102%
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