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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 %
PWMG
301
Provence Wealth Management Group
California
$741K +$57.3K +1,237 +8%
TPW
302
Transatlantique Private Wealth
New York
$733K +$733K +15,812 New
SAS
303
Sage Advisory Services
Texas
$733K +$733K +15,820 New
LNWWM
304
Laird Norton Wetherby Wealth Management
California
$733K +$1.25K +27 +0.2%
EAM
305
Eagle Asset Management
Florida
$726K -$113K -2,439 -13%
LWA
306
LWS Wealth Advisors
New Jersey
$717K +$717K +15,463 New
RT
307
Rockland Trust
Massachusetts
$702K -$206K -4,450 -23%
Citadel Advisors
308
Citadel Advisors
Florida
$699K +$693K +14,958 +13,598%
MWM
309
Mission Wealth Management
California
$692K -$100K -2,163 -13%
WB
310
WesBanco Bank
West Virginia
$687K – – –
HP
311
HT Partners
Connecticut
$667K -$5.09M -109,745 -88%
RCAG
312
Rehmann Capital Advisory Group
Michigan
$659K +$252K +5,440 +62%
SRC
313
Shufro Rose & Co
New York
$651K -$46K -1,050 -7%
LIM
314
Leavell Investment Management
Alabama
$649K +$423K +9,132 +187%
KA
315
Kovack Advisors
Florida
$648K -$7.23K -156 -1%
GWM
316
Geneos Wealth Management
Colorado
$644K -$75.7K -1,633 -11%
LWAM
317
Legacy Wealth Asset Management
Minnesota
$640K -$13.2K -285 -2%
VC
318
Veery Capital
Delaware
$637K -$392K -8,458 -38%
RI
319
Ridgewood Investments
New Jersey
$633K +$41.5K +895 +7%
PW
320
Peninsula Wealth
California
$620K -$975K -21,029 -61%
LFAS
321
Level Four Advisory Services
Texas
$617K +$170K +3,671 +38%
HWM
322
Hohimer Wealth Management
Washington
$599K +$72K +1,553 +14%
AAS
323
Ameritas Advisory Services
Nebraska
$577K -$62.9K -1,360 -10%
FF
324
Farrell Financial
New York
$573K +$573K +13,057 New
RFN
325
Redwood Financial Network
Ohio
$551K -$55.1K -1,188 -9%
11 12
13
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