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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 %
LAS
351
Lloyd Advisory Services
Georgia
$433K +$433K +9,342 New
MWM
352
Merriman Wealth Management
Washington
$428K +$30.9K +667 +8%
PCIA
353
Prime Capital Investment Advisors
Kansas
$423K +$6.26K +135 +2%
OBWG
354
Onyx Bridge Wealth Group
New York
$423K +$143K +3,079 +51%
ACP
355
Aveo Capital Partners
Colorado
$422K -$16.4K -354 -4%
RL
356
Rogco LP
Oklahoma
$420K -$4.57M -98,658 -92%
FLPIM
357
F.L. Putnam Investment Management
Massachusetts
$410K -$42K -905 -9%
RJT
358
Raymond James Trust
Florida
$410K +$62.8K +1,354 +18%
TNA
359
True North Advisors
Texas
$408K -$263K -5,663 -39%
CAC
360
Certified Advisory Corp
Florida
$402K +$402K +8,679 New
CC
361
Cultivar Capital
Texas
$397K +$397K +8,560 New
MCM
362
Mainstay Capital Management
Michigan
$397K -$1.16K -25 -0.3%
WWM
363
Western Wealth Management
Colorado
$396K -$39.7K -857 -9%
COCM
364
Charter Oak Capital Management
New Hampshire
$396K -$43.8K -944 -10%
SAG
365
SageView Advisory Group
California
$395K -$259K -5,911 Closed
VFPW
366
Vantage Financial Partners (Wisconsin)
Wisconsin
$394K +$394K +8,500 New
MWP
367
Meridian Wealth Partners
Pennsylvania
$393K – – –
BPA
368
Beacon Pointe Advisors
California
$392K +$52.3K +1,129 +15%
PMA
369
Prudent Man Advisors
Illinois
$391K – – –
PJSIMP
370
P.J. Schmidt Investment Management (PJS)
Wisconsin
$390K +$390K +8,541 New
Vanguard Group
371
Vanguard Group
Pennsylvania
$384K +$384K +8,281 New
LSAG
372
Lake Street Advisors Group
New Hampshire
$381K -$287K -6,185 -43%
IWC
373
Integrated Wealth Concepts
Massachusetts
$378K +$111K +2,401 +42%
P
374
Pitcairn
Pennsylvania
$370K – – –
Brown Advisory
375
Brown Advisory
Maryland
$368K +$51.7K +1,116 +16%
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15
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