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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 %
LFA
526
Livelsberger Financial Advisory
Ohio
$6.77K +$6.77K +146 New
BL
527
BFSG LLC
California
$6.72K +$6.72K +145 New
RG
528
Retirement Group
California
$6.35K – – –
ANBT
529
American National Bank & Trust
Texas
$6.07K +$6.07K +131 New
CFD
530
Creative Financial Designs
Indiana
$5.93K +$2.36K +51 +66%
HWA
531
HHM Wealth Advisors
Tennessee
$5.75K – – –
EW
532
Element Wealth
Mississippi
$5.66K – – –
TVAMP
533
Tennessee Valley Asset Management Partners
Tennessee
$5.48K +$5.48K +118 New
AC
534
AlphaCore Capital
California
$5.33K – – –
MAWCM
535
Mine & Arao Wealth Creation & Management
California
$4.64K – – –
PSB
536
Piscataqua Savings Bank
New Hampshire
$4.63K – – –
T
537
Tidemark
California
$4.53K +$4.53K +98 New
WAG
538
Wiser Advisor Group
Arizona
$4.51K +$4.51K +97 New
VWM
539
Venturi Wealth Management
Texas
$4.39K – – –
CB
540
Centennial Bank
Arkansas
$4.17K – – –
FMP
541
Financial Management Professionals
Texas
$4K – – –
FWM
542
Focused Wealth Management
New York
$3.66K – – –
WT
543
Washington Trust
Rhode Island
$3.25K – – –
VFA
544
Values First Advisors
Tennessee
$3.25K – – –
WWM
545
Wolff Wiese Magana
California
$3.11K -$139 -3 -4%
VF
546
VitalStone Financial
Texas
$3K +$3K +62 New
BWL
547
Bogart Wealth LLC
Virginia
$2.78K – – –
AFG
548
Albion Financial Group
Utah
$2.64K +$2.64K +57 New
GWS
549
Glassman Wealth Services
Virginia
$2.63K +$46 +1 +2%
BLC
550
Brown, Lisle/Cummings
Rhode Island
$2.55K – – –
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