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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 %
SWP
276
Stratos Wealth Partners
Ohio
$952K +$227K +4,891 +31%
DI
277
Disciplined Investments
Oklahoma
$944K -$481K -10,369 -34%
AWA
278
Arete Wealth Advisors
Illinois
$943K +$943K +20,351 New
ATC
279
Argent Trust Co
Tennessee
$937K -$124K -2,673 -12%
AT
280
Arden Trust
Delaware
$935K +$16.8K +362 +2%
WCWM
281
Willow Creek Wealth Management
California
$931K -$82.5K -1,780 -8%
BOSSRA
282
B.O.S.S. Retirement Advisors
Utah
$885K -$26.1K -563 -3%
GVAG
283
Great Valley Advisor Group
Delaware
$881K -$119K -2,564 -12%
AFO
284
Arrowroot Family Office
California
$876K +$182K +3,923 +26%
JWCA
285
J.W. Cole Advisors
Florida
$875K +$151K +3,251 +21%
PFG
286
Peterson Financial Group
Iowa
$873K +$135K +2,908 +18%
Jones Financial Companies
287
Jones Financial Companies
Missouri
$856K +$278K +5,999 +48%
CCM
288
Crabel Capital Management
California
$803K +$803K +17,320 New
FM
289
Family Management
New York
$789K -$2.49M -53,747 -76%
GIS
290
Grayhawk Investment Strategies
Alberta, Canada
$788K – – –
VPA
291
Vernal Point Advisors
California
$780K +$780K +16,823 New
CWM
292
Centurion Wealth Management
Virginia
$779K -$213K -4,599 -21%
FA
293
FSA Advisors
Michigan
$775K +$775K +16,724 New
MW
294
Marcum Wealth
Ohio
$773K -$28.8K -622 -4%
CSPAM
295
Cary Street Partners Asset Management
Virginia
$766K +$252K +5,441 +49%
CAL
296
Capital Analysts LLC
Pennsylvania
$762K -$93.4K -2,016 -11%
CIC
297
Cutler Investment Counsel
Oregon
$759K -$44.6K -961 -6%
GFPC
298
Global Financial Private Client
Florida
$752K +$268K +5,785 +55%
SW
299
SteelPeak Wealth
California
$747K +$747K +16,107 New
RPG
300
Resource Planning Group
Georgia
$745K -$98.9K -2,133 -12%
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