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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.

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
1
Bank of America
North Carolina
$3.44B
2
Morgan Stanley
2
Morgan Stanley
New York
$390M
3
MIS
3
Morningstar Investment Services
Illinois
$246M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$811M
5
TPCW
5
TD Private Client Wealth
New York
$97.4M

Top Sellers

1
CF
1
Cantor Fitzgerald
New York
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$89M
3
TLFA
3
True Link Financial Advisors
California
$464K
4
MNG
4
Manning & Napier Group
New York
$22M
5
NCM
5
Northland Capital Management
Minnesota
$17.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Victory Capital Management
26
Victory Capital Management
Texas
$58.2M 1,255,732 +610,385 +95%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$56.4M 1,216,394 +29,342 +2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$56.4M 1,216,168 -43,392 -3%
UBS Group
29
UBS Group
Switzerland
$55.2M 1,190,842 -47,758 -4%
BOH
30
Bank of Hawaii
Hawaii
$52.9M 1,140,192 +71,766 +7%
VA
31
Valmark Advisers
Ohio
$51.9M 1,120,175 +959 +0.1%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$51.4M 1,109,123 +255,880 +30%
AIA
33
Ally Invest Advisors
North Carolina
$47.7M 1,028,165 -6,293 -0.6%
EWM
34
Executive Wealth Management
Michigan
$42.6M 919,044 -25,129 -3%
CFIA
35
Cantor Fitzgerald Investment Advisors
New York
$38.8M 837,250 +837,250 New
BIA
36
Bell Investment Advisors
California
$38.8M 836,135 +4,457 +0.5%
Mitsubishi UFJ Asset Management
37
Mitsubishi UFJ Asset Management
Japan
$38.5M 831,000 +6,000 +0.7%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$37.2M 802,224 – –
1832 Asset Management
39
1832 Asset Management
Ontario, Canada
$35.5M 765,154 +14,636 +2%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$33.5M 722,204 +102,135 +16%
AI
41
Atria Investments
North Carolina
$30.6M 660,076 -64,974 -9%
Truist Financial
42
Truist Financial
North Carolina
$30.1M 649,076 +12,811 +2%
BC
43
Bartlett & Co
Ohio
$29.1M 627,716 -45,041 -7%
BCWM
44
Bartlett & Co Wealth Management
Ohio
$29.1M 627,716 -45,041 -7%
HighTower Advisors
45
HighTower Advisors
Illinois
$29.1M 628,251 -14,419 -2%
SC
46
Syon Capital
California
$28.3M 611,330 +611,330 New
FFB
47
First Financial Bankshares
Texas
$27.7M 597,840 +597,840 New
AF
48
Allworth Financial
California
$27M 582,513 -75,549 -11%
AA
49
Advisory Alpha
Michigan
$26.1M 562,664 -3,518 -0.6%
AT
50
American Trust
Kentucky
$25.5M 549,523 -55,452 -9%
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