VMBS icon

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 %
MSG
501
Main Street Group
Virginia
$17K +$17K +366 New
LC
502
Lindbrook Capital
California
$16.5K – – –
S
503
Sachetta
Massachusetts
$15.9K +$15.9K +343 New
OP
504
ORG Partners
Indiana
$14.5K +$14.5K +308 New
LPP
505
Life Planning Partners
Florida
$12.7K +$12.7K +275 New
EWM
506
EPG Wealth Management
Georgia
$12.5K -$1.57K -35 -11%
CMA
507
Cedar Mountain Advisors
Oregon
$12.1K – – –
FFC
508
First Financial Corp
Indiana
$11.8K -$1.81K -39 -13%
OA
509
Operose Advisors
Wisconsin
$11.7K – – –
OAJ
510
Ogorek Anthony Joseph
New York
$11K +$11K +254 New
KFI
511
Key Financial Inc
Pennsylvania
$10.6K – – –
CAS
512
Coppell Advisory Solutions
Texas
$10.4K -$3.43K -74 -25%
NP
513
NorthRock Partners
Minnesota
$10.2K -$774K -16,692 -99%
FSWA
514
Financial Synergies Wealth Advisors
Texas
$10.1K +$7.65K +168 +317%
EWP
515
Elevation Wealth Partners
California
$9.68K – – –
VWM
516
Valley Wealth Managers
New Jersey
$9.55K – – –
HIA
517
Harbor Investment Advisory
Maryland
$9.46K +$139 +3 +1%
BWM
518
Baystate Wealth Management
Massachusetts
$9.14K +$139 +3 +2%
GM
519
GeoWealth Management
Illinois
$9K +$9K +199 New
HFS
520
Hantz Financial Services
Michigan
$8K +$873 +18 +12%
GTAM
521
Global Trust Asset Management
Florida
$7.23K – – –
PCWA
522
Pacific Capital Wealth Advisors
California
$7.23K +$7.23K +156 New
TWM
523
Tradition Wealth Management
Minnesota
$7K +$808 +18 +13%
MWM
524
Mascoma Wealth Management
New Hampshire
$6.95K – – –
BCMLT
525
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.87K +$1.14K +26 +20%
19 20
21
22 23