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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
8.42%
Holding in Top 10
44
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.32%
% of All Funds
0.65%
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
$3.44B
2
Morgan Stanley
Morgan Stanley
New York
$390M
3
MIS
Morningstar Investment Services
Illinois
$246M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$811M
5
TPCW
TD Private Client Wealth
New York
$97.4M

Top Sellers

1
CF
Cantor Fitzgerald
New York
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$89M
3
TLFA
True Link Financial Advisors
California
$464K
4
MNG
Manning & Napier Group
New York
$22M
5
NCM
Northland Capital Management
Minnesota
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
451
Hexagon Capital Partners
Arkansas
$123K +$18K +388 +17%
RA
452
Rise Advisors
New York
$119K +$119K +2,566 New
CIAS
453
Capital Investment Advisory Services
North Carolina
$104K +$232 +5 +0.2%
RWPA
454
Richard W. Paul & Associates
Michigan
$103K -$2.6K -56 -2%
National Bank of Canada
455
National Bank of Canada
Quebec, Canada
$95.8K – – –
WCM
456
Winthrop Capital Management
Indiana
$95.7K +$95.7K +2,064 New
BFEC
457
Benjamin F. Edwards & Company
Missouri
$94K +$17.5K +377 +23%
FRA
458
Front Row Advisors
California
$92.7K – – –
AWM
459
Avior Wealth Management
Nebraska
$89.1K -$410K -8,837 -82%
ACA
460
Aptus Capital Advisors
Alabama
$84.8K +$464 +10 +0.5%
MFC
461
Mechanics Financial Corp
Ohio
$83.2K -$256K -5,520 -75%
RFS
462
Richardson Financial Services
Massachusetts
$80.1K +$80.1K +1,727 New
HR
463
Howe & Rusling
New York
$74K -$189K -4,075 -72%
TAM
464
Tucker Asset Management
Colorado
$69.4K +$39.6K +855 +133%
Fifth Third Bancorp
465
Fifth Third Bancorp
Ohio
$68.5K -$20.9K -450 -23%
AAM
466
Advisors Asset Management
Colorado
$65.2K +$65.2K +1,406 New
CHC
467
City Holding Co
West Virginia
$60.9K +$60.9K +1,313 New
PA
468
Parallel Advisors
California
$58.5K +$3.01K +65 +5%
SC
469
SouthState Corp
Florida
$57.3K +$57.3K +1,237 New
SS
470
Sunbelt Securities
Texas
$53.7K -$12.5K -270 -19%
MHR
471
Matthew Hamilton Rosenberg
$52.2K +$371 +8 +0.7%
DSC
472
Duncker Streett & Co
Missouri
$48.2K – – –
GI
473
Gradient Investments
Minnesota
$47.8K -$4.64K -100 -9%
CIA
474
Cape Investment Advisory
Georgia
$46.4K +$2.13K +46 +5%
CWC
475
Carolinas Wealth Consulting
North Carolina
$43.3K – – –
17 18
19
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