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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 %
AOWM
426
Alpha Omega Wealth Management
Virginia
$210K +$210K +4,540 New
PIA
427
Pinion Investment Advisors
Kansas
$209K +$209K +4,499 New
SPIA
428
Steward Partners Investment Advisory
New York
$206K +$160K +3,442 +344%
WMA
429
West Michigan Advisors
Michigan
$205K -$73.6K -1,588 -26%
ACM
430
Absolute Capital Management
Pennsylvania
$205K +$205K +4,418 New
PSCM
431
Per Stirling Capital Management
Texas
$202K +$202K +4,358 New
Bessemer Group
432
Bessemer Group
New Jersey
$202K +$26.9K +580 +15%
HAG
433
HF Advisory Group
Maryland
$200K +$200K +4,322 New
William Blair & Company
434
William Blair & Company
Illinois
$199K +$5.84K +126 +3%
IA
435
IFP Advisors
Florida
$186K -$22K -474 -11%
RCM
436
Raleigh Capital Management
North Carolina
$180K -$6.86K -148 -4%
MA
437
Montag & Associates
Georgia
$177K +$113K +2,446 +179%
NSIM
438
North Star Investment Management
Illinois
$170K – – –
SOS
439
Silver Oak Securities
Tennessee
$166K +$166K +3,591 New
BWAM
440
Boyd Watterson Asset Management
Ohio
$165K -$1.95K -42 -1%
Carson Wealth (CWM LLC)
441
Carson Wealth (CWM LLC)
Nebraska
$164K -$354K -7,636 -68%
HGERS
442
Householder Group Estate & Retirement Specialist
Arizona
$164K +$6.19K +134 +4%
AIC
443
Archer Investment Corporation
Indiana
$162K +$21.5K +463 +15%
RIL
444
Rothschild Investment LLC
Illinois
$162K +$162K +3,495 New
PTC
445
Private Trust Company
Ohio
$162K -$36.7K -792 -18%
CPA
446
Cardiff Park Advisors
California
$161K +$1.39K +30 +0.9%
EWA
447
EP Wealth Advisors
California
$158K -$217K -4,672 -58%
Simplex Trading
448
Simplex Trading
Illinois
$142K -$88.8K -1,922 -38%
PFBT
449
Parkside Financial Bank & Trust
Missouri
$137K – – –
PA
450
Pineridge Advisors
Missouri
$126K +$126K +2,713 New
16 17
18
19 20