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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 %
SC
251
Sykon Capital
New York
$1.22M +$1.22M +26,329 New
CA
252
Continuum Advisory
Idaho
$1.21M +$143K +3,077 +13%
EP
253
Essential Planning
New Hampshire
$1.21M +$315K +6,793 +35%
TIM
254
Tortoise Investment Management
New York
$1.21M -$813K -17,545 -40%
TCM
255
Tran Capital Management
California
$1.21M – – –
FIA
256
Foundations Investment Advisors
Arizona
$1.2M -$677K -14,625 -36%
PP
257
Prosperity Planning
Missouri
$1.19M -$170K -3,676 -13%
OIA
258
OneDigital Investment Advisors
Kansas
$1.18M +$693K +14,944 +142%
SFP
259
Strategic Financial Partners
Oregon
$1.18M -$618K -13,329 -34%
LF
260
LifePlan Financial
Minnesota
$1.18M +$1.18M +25,384 New
HI
261
Harbour Investments
Wisconsin
$1.17M -$57.9K -1,250 -5%
GCM
262
Greenland Capital Management
New York
$1.16M +$1.16M +25,114 New
RA
263
RFG Advisory
Alabama
$1.13M +$176K +3,791 +18%
ARC
264
Advisor Resource Council
Texas
$1.11M +$1.11M +23,978 New
RFG
265
REAP Financial Group
Texas
$1.08M +$1.08M +23,344 New
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$1.07M -$348K -7,511 -25%
SAW
267
Signal Advisors Wealth
Michigan
$1.06M +$1.06M +22,901 New
SWM
268
Spire Wealth Management
Virginia
$1.06M -$168K -3,684 -14%
KPWS
269
Kestra Private Wealth Services
Texas
$1.06M -$8.62K -186 -0.8%
OC
270
Oppenheimer & Co
New York
$1.05M -$122K -2,639 -10%
GCA
271
Greenwood Capital Associates
South Carolina
$1.05M -$11.5K -248 -1%
SAI
272
Savvy Advisors Inc
New York
$1.05M +$1.05M +22,657 New
KSWA
273
Kathleen S. Wright Associates
Pennsylvania
$1M +$104K +2,243 +12%
MWM
274
Maripau Wealth Management
Indiana
$987K -$44.1K -952 -4%
TC
275
Telemus Capital
Michigan
$958K +$57.8K +1,246 +6%
9 10
11
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