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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

574 hedge funds and large institutions have $16.7B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 224 increasing their positions, 186 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
574
Holders Change
+42
Holders Change %
+7.89%
% of All Funds
8.41%
Holding in Top 10
44
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.32%
% of All Funds
0.64%
New
102
Increased
224
Reduced
186
Closed
54
Calls
$2.16M
Puts
$1.05M
Net Calls
+$1.1M
Net Calls Change
+$1.33M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$795M
2
Morgan Stanley
Morgan Stanley
New York
+$259M
3
MIS
Morningstar Investment Services
Illinois
+$164M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$52.8M
5
TPCW
TD Private Client Wealth
New York
+$39M

Top Sellers

1
CF
Cantor Fitzgerald
New York
-$58.7M
2
Osaic Holdings
Osaic Holdings
Arizona
-$45.4M
3
TLFA
True Link Financial Advisors
California
-$31.2M
4
MNG
Manning & Napier Group
New York
-$20.6M
5
NCM
Northland Capital Management
Minnesota
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MNBTD
226
Moody National Bank Trust Division
Texas
$1.58M +$1.58M +34,125 New
SFA
227
Semmax Financial Advisors
North Carolina
$1.56M -$461K -10,250 -23%
AWM
228
Axxcess Wealth Management
California
$1.49M -$26.1K -563 -2%
CG
229
Clifford Group
Massachusetts
$1.48M -$60.8K -1,311 -4%
AWM
230
Accurate Wealth Management
Florida
$1.47M +$25.3K +548 +2%
FPWM
231
FSB Premier Wealth Management
Iowa
$1.45M -$2.78K -60 -0.2%
RCA
232
Resonant Capital Advisors
Wisconsin
$1.44M – – –
GRP
233
Global Retirement Partners
California
$1.43M +$36.7K +799 +3%
Creative Planning
234
Creative Planning
Kansas
$1.43M -$46K -993 -3%
ELM
235
Elite Life Management
Florida
$1.42M +$1.42M +30,600 New
1WM
236
1900 Wealth Management
Texas
$1.42M -$1.79M -38,616 -56%
BBA
237
BLB&B Advisors
Pennsylvania
$1.41M – – –
Nomura Asset Management
238
Nomura Asset Management
Japan
$1.41M +$1.41M +30,400 New
FAIM
239
Financial Advocates Investment Management
Washington
$1.38M +$1.38M +29,732 New
RIA
240
Regal Investment Advisors
Michigan
$1.37M +$21.3K +460 +2%
KIG
241
Kowal Investment Group
Wisconsin
$1.36M -$57.9K -1,249 -4%
MFG
242
Mendota Financial Group
Wisconsin
$1.35M +$411K +8,855 +44%
SWG
243
Summit Wealth Group
Vermont
$1.32M -$46.3K -998 -3%
VCP
244
Verus Capital Partners
Arizona
$1.32M -$561K -12,094 -30%
PFG
245
PAX Financial Group
Texas
$1.3M -$208K -4,571 -14%
CCA
246
Cobblestone Capital Advisors
New York
$1.3M +$894K +19,286 +221%
LJAC
247
L.J. Altfest & Co
New York
$1.29M +$111K +2,386 +9%
SFS
248
Security Financial Services
Indiana
$1.25M +$81K +1,748 +7%
TC
249
TownSquare Capital
Utah
$1.22M +$35.3K +761 +3%
CFG
250
Citizens Financial Group
Rhode Island
$1.22M -$41.1K -887 -3%
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