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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 %
MSWM
551
McGlone Suttner Wealth Management
Wisconsin
$2.5K +$2.5K +54 New
OSAM
552
O'Shaughnessy Asset Management
Connecticut
$2.32K -$4.96K -107 -68%
TFGT
553
TS Financial Group (TSFG)
Illinois
$2K – – –
FCAS
554
First Command Advisory Services
Texas
$1.85K -$2.23K -48 -55%
NC
555
NewSquare Capital
Pennsylvania
$1.85K +$1.85K +40 New
NMG
556
New Millennium Group
Utah
$1.5K -$468 -10 -24%
SMA
557
Sage Mountain Advisors
Georgia
$1.48K – – –
AFWM
558
Abich Financial Wealth Management
Virginia
$1.44K +$1.44K +31 New
SSB
559
Sandy Spring Bank
Maryland
$1.16K – – –
SRCM
560
Signature Resources Capital Management
California
$1.11K +$1.11K +24 New
MFT
561
Moisand Fitzgerald Tamayo
Florida
$1.11K +$1.11K +24 New
BNP Paribas Financial Markets
562
BNP Paribas Financial Markets
France
$1.02K +$1.02K +22 New
ADL
563
Asset Dedication LLC
California
$1K -$9.87K -148 -91%
TFA
564
Transamerica Financial Advisors
Florida
$1K -$91 -1 -8%
SSG
565
Summit Securities Group
New York
$1K +$1K +20 New
WIA
566
Wetzel Investment Advisors
Indiana
$1K +$1K +25 New
MFC
567
Morris Financial Concepts
South Carolina
$974 – – –
S
568
SignatureFD
Georgia
$927 -$18.8K -405 -95%
ITIM
569
Indiana Trust & Investment Management
Indiana
$695 – – –
IF
570
Integrity Financial
Wyoming
$510 +$510 +11 New
DFA
571
DHJJ Financial Advisors
Illinois
$371 – – –
GWSG
572
GPS Wealth Strategies Group
Colorado
$325 – – –
HWM
573
HighMark Wealth Management
Minnesota
$198 – – –
FWP
574
FAS Wealth Partners
Kansas
$93 -$8.51K -183 -99%
GEA
575
Glen Eagle Advisors
New Jersey
$46 -$3.54K -77 -99%
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23
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