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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 %
FIM
576
FWL Investment Management
Texas
$46 – – –
SVCP
577
Silicon Valley Capital Partners
California
$38 – – –
CF
578
Cantor Fitzgerald
New York
– -$58.7M -1,341,552 Closed
DFCM
579
Dark Forest Capital Management
Puerto Rico
– -$11.6M -264,954 Closed
Jane Street
580
Jane Street
New York
– -$8M -182,658 Closed
FA
581
Fiducient Advisors
Illinois
– -$7.14M -163,168 Closed
WJA
582
Willis Johnson & Associates
Texas
– -$5.24M -119,700 Closed
SAM
583
Simplify Asset Management
Nevada
– -$4.85M -111,100 Closed
TI
584
Tidal Investments
Wisconsin
– -$4.12M -94,410 Closed
EW
585
Evoke Wealth
California
– -$2.99M -68,278 Closed
SSA
586
Schonfeld Strategic Advisors
New York
– -$2.61M -59,696 Closed
MFS
587
Madrona Financial Services
Washington
– -$1.98M -45,248 Closed
CWM
588
Congress Wealth Management
Massachusetts
– -$1.85M -42,147 Closed
MIA
589
MainStreet Investment Advisors
Illinois
– -$1.07M -24,370 Closed
USAA
590
United Services Automobile Association
Texas
– -$990K -22,620 Closed
MSWMA
591
Market Street Wealth Management Advisors
Indiana
– -$673K -15,373 Closed
CCA
592
Catalyst Capital Advisors
New York
– -$581K -13,270 Closed
Koshinski Asset Management
593
Koshinski Asset Management
Illinois
– -$501K -11,442 Closed
IC
594
IEQ Capital
California
– -$380K -8,671 Closed
JIC
595
Joel Isaacson & Co
New York
– -$282K -6,432 Closed
Lido Advisors
596
Lido Advisors
California
– -$230K -5,262 Closed
SP
597
Successful Portfolios
Florida
– -$223K -5,089 Closed
CIC
598
Carnegie Investment Counsel
Ohio
– -$212K -4,845 Closed
Corient Private Wealth
599
Corient Private Wealth
Florida
– -$203K -4,630 Closed
CT
600
Clearstead Trust
Maine
– -$166K -3,800 Closed
22 23
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