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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 %
CA
476
Clearstead Advisors
Ohio
$42.3K -$183K -3,951 -81%
LFG
477
Larson Financial Group
Missouri
$41.6K -$47K -1,014 -53%
Qube Research & Technologies (QRT)
478
Qube Research & Technologies (QRT)
United Kingdom
$40.1K +$40.1K +865 New
AA
479
Addison Advisors
Vermont
$39.4K +$12.1K +262 +45%
PMFA
480
Plante Moran Financial Advisors
Michigan
$37.5K +$37.5K +808 New
CCM
481
Chilton Capital Management
Texas
$33.7K – – –
GWANC
482
Guardian Wealth Advisors (North Carolina)
North Carolina
$33K – – –
IRC
483
Investors Research Corp
Georgia
$32.2K -$10.8K -233 -25%
BCPWM
484
Bradley & Co Private Wealth Management
Florida
$28.7K +$28.7K +619 New
NFSG
485
Newbridge Financial Services Group
Florida
$27K +$1.34K +29 +5%
SWM
486
Sugarloaf Wealth Management
Georgia
$26.5K +$26.5K +572 New
IPW
487
Impact Partnership Wealth
Georgia
$24.5K -$45.9K -990 -65%
WP
488
WealthShield Partners
North Carolina
$24.3K -$221K -4,768 -90%
SIS
489
Sound Income Strategies
Florida
$23K -$62.4K -1,346 -73%
TC
490
Truvestments Capital
Florida
$23K +$278 +6 +1%
SWA
491
SOA Wealth Advisors
New York
$22.4K – – –
FPB
492
First PREMIER Bank
South Dakota
$22K – – –
BONH
493
Bank of New Hampshire
New Hampshire
$21.6K -$238K -5,142 -92%
CP
494
Castleview Partners
Texas
$20.9K +$20.9K +450 New
MA
495
MCF Advisors
Kentucky
$20.7K -$4.96K -107 -19%
Citigroup
496
Citigroup
New York
$20K -$43.9K -947 -69%
BSB
497
Bangor Savings Bank
Maine
$19.6K – – –
WTA
498
Washington Trust Advisors
Massachusetts
$19.4K +$19.4K +419 New
AW
499
Avion Wealth
Texas
$19K – – –
AGWCA
500
Annis Gardner Whiting Capital Advisors
Florida
$18.1K +$881 +19 +5%
18 19
20
21 22