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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 %
WWM
326
WT Wealth Management
Arizona
$549K -$71.2K -1,535 -11%
CWM
327
Cornerstone Wealth Management
Missouri
$543K +$28.7K +620 +6%
CA
328
Cambridge Advisors
Nebraska
$519K +$46 +1 +0%
ACM
329
Andina Capital Management
Utah
$505K +$505K +10,899 New
TA
330
TFB Advisors
Kansas
$500K -$535K -11,539 -52%
IA
331
Inspire Advisors
Idaho
$500K -$111K -2,390 -18%
SGI
332
Summit Global Investments
Utah
$493K -$2.36K -51 -0.5%
OFG
333
OmniStar Financial Group
North Carolina
$491K +$11.5K +248 +2%
IP
334
Ignite Planners
California
$490K +$47.8K +1,036 +11%
OWA
335
Outlook Wealth Advisors
Texas
$489K +$5.52K +119 +1%
CAG
336
Csenge Advisory Group
Florida
$487K +$71.9K +1,550 +17%
RIM
337
Redwood Investment Management
Arizona
$486K +$37.9K +817 +8%
IGWM
338
ICA Group Wealth Management
Colorado
$485K -$74.4K -1,604 -13%
CCA
339
Clarity Capital Advisors
Florida
$483K +$483K +10,427 New
EH
340
Equitable Holdings
New York
$480K +$19.1K +412 +4%
NS
341
NBC Securities
Alabama
$479K -$24.8K -536 -5%
ASN
342
Advisory Services Network
Georgia
$478K -$117K -2,519 -20%
SEP
343
Southland Equity Partners
Missouri
$478K +$881 +19 +0.2%
Fisher Asset Management
344
Fisher Asset Management
Washington
$472K +$73.3K +1,580 +18%
KFS
345
Kelly Financial Services
Massachusetts
$466K -$14.9K -321 -3%
LSC
346
Logan Stone Capital
Illinois
$464K +$464K +10,006 New
TLFA
347
True Link Financial Advisors
California
$464K -$31.2M -673,519 -99%
SS
348
Simplicity Solutions
Minnesota
$461K -$12K -258 -3%
WT
349
Whittier Trust
California
$448K +$448K +9,658 New
FTS
350
Fifth Third Securities
Ohio
$439K -$8.81K -190 -2%
12 13
14
15 16