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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 %
GIM
376
Goelzer Investment Management
Indiana
$366K – – –
CSPIA
377
Cary Street Partners Investment Advisory
Virginia
$364K +$34.3K +740 +10%
SJL
378
Shayne & Jacobs LLC
Tennessee
$360K – – –
NL
379
NWAM LLC
Washington
$356K -$71.5K -1,543 -17%
LWM
380
LongView Wealth Management
Georgia
$351K +$351K +7,631 New
TPI
381
Trust Point Inc
Wisconsin
$350K +$350K +7,557 New
CPG
382
Cornerstone Planning Group
New Jersey
$346K -$126K -2,709 -27%
HIP
383
HUB Investment Partners
Texas
$346K +$119K +2,566 +52%
Franklin Resources
384
Franklin Resources
California
$346K +$212K +4,581 +159%
EWA
385
Exencial Wealth Advisors
Oklahoma
$345K -$56.1K -1,210 -14%
AWP
386
Accretive Wealth Partners
New Jersey
$338K +$338K +7,301 New
LAM
387
LifePro Asset Management
California
$338K +$6.12K +132 +2%
HHRDM
388
H&H Retirement Design & Management
Nevada
$335K +$3.46K +76 +1%
DFA
389
DHK Financial Advisors
New Hampshire
$335K +$335K +7,228 New
CYG
390
Clean Yield Group
Vermont
$329K -$37.1K -800 -10%
WIA
391
World Investment Advisors
California
$324K -$318K -6,851 -49%
TC
392
Trilogy Capital
California
$322K +$5.38K +116 +2%
Baird Financial Group
393
Baird Financial Group
Wisconsin
$321K -$1.85M -39,963 -85%
GL
394
Graypoint LLC
New York
$321K -$191K -4,120 -37%
AL
395
ACAS LLC
California
$318K -$9.27K -200 -3%
LIA
396
LBMC Investment Advisors
Tennessee
$314K – – –
WCFA
397
Walkner Condon Financial Advisors
Wisconsin
$303K +$6.12K +132 +2%
AWM
398
Avaii Wealth Management
Wisconsin
$299K +$34.2K +737 +13%
TTWM
399
TCV Trust & Wealth Management
Virginia
$296K +$54.5K +1,175 +23%
BC
400
Barrett & Company
Rhode Island
$294K +$7.42K +160 +3%
14 15
16
17 18