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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 %
SPC
401
Sigma Planning Corp
Michigan
$284K -$338K -7,283 -54%
HAS
402
HBW Advisory Services
California
$282K +$13.3K +287 +5%
NRI
403
NFP Retirement Inc
California
$282K +$39.1K +844 +16%
FFA
404
Farther Finance Advisors
California
$279K +$272K +5,875 +4,196%
FLA
405
Financial Life Advisors
Texas
$271K +$24.2K +523 +10%
VCM
406
Verde Capital Management
Michigan
$269K -$238K -5,133 -47%
PFP
407
Pinnacle Financial Partners
Tennessee
$268K -$10.9K -236 -4%
SCA
408
Snowden Capital Advisors
New York
$267K -$15.8K -340 -6%
OLVIG
409
Oliver Lagore Vanvalin Investment Group
Michigan
$265K -$389K -8,386 -59%
AFA
410
AA Financial Advisors
Ohio
$257K +$257K +5,545 New
TA
411
TrueWealth Advisors
Alabama
$256K -$30.6K -660 -11%
LFG
412
Lockerman Financial Group
California
$254K +$254K +5,476 New
PFG
413
Pacific Financial Group
Washington
$248K -$46.6K -1,005 -16%
BAM
414
Belpointe Asset Management
Nevada
$246K +$25.2K +543 +11%
DP
415
Dearborn Partners
Illinois
$244K – – –
GC
416
Gilbert & Cook
Iowa
$244K +$244K +5,259 New
PFS
417
Prospera Financial Services
Texas
$241K -$6.35K -137 -3%
BL
418
BCWM LLC
Kansas
$241K +$241K +5,194 New
LSA
419
Lion Street Advisors
Texas
$234K – – –
IAN
420
Integrated Advisors Network
Texas
$233K +$695 +15 +0.3%
PB
421
Pinnacle Bancorp
Nebraska
$219K – – –
KFGK
422
Keystone Financial Group (Kentucky)
Kentucky
$219K -$16.4K -353 -7%
Fidelity Investments
423
Fidelity Investments
Massachusetts
$219K +$3.52K +76 +2%
DAS
424
Dynamic Advisor Solutions
Arizona
$216K +$216K +4,725 New
CJ
425
Caitlin John
Michigan
$213K +$213K +4,603 New
15 16
17
18 19