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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 %
BCM
601
BluePath Capital Management
Georgia
– -$90.4K -2,066 Closed
JFGIW
602
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$77.4K -1,767 Closed
VC
603
Vestor Capital
Illinois
– -$77K -1,751 Closed
UB
604
UMB Bank
Missouri
– -$59.7K -1,363 Closed
FA
605
Faithward Advisors
Pennsylvania
– -$51K -1,169 Closed
M
606
MOTCO
Texas
– -$30K -686 Closed
JHCP
607
Jackson Hole Capital Partners
Oklahoma
– -$24.3K -554 Closed
PCMC
608
Private Capital Management (Colorado)
Colorado
– -$19.2K -439 Closed
CHA
609
Carmichael Hill & Associates
Maryland
– -$18.2K -415 Closed
PPWM
610
PFG Private Wealth Management
Florida
– -$17K -388 Closed
BBHC
611
Brown Brothers Harriman & Co
New York
– -$16.8K -383 Closed
AAP
612
Arax Advisory Partners
Colorado
– -$11.7K -267 Closed
CWM
613
Cranbrook Wealth Management
Michigan
– -$9.68K -221 Closed
CSC
614
Caldwell Sutter Capital
California
– -$8.71K -199 Closed
RFA
615
Register Financial Advisors
Georgia
– -$8.52K -195 Closed
BWS
616
Buck Wealth Strategies
Colorado
– -$8.32K -190 Closed
CTC
617
Central Trust Company
Missouri
– -$6.35K -145 Closed
IHWM
618
Iron Horse Wealth Management
Iowa
– -$4.38K -100 Closed
TRCT
619
Tower Research Capital (TRC)
New York
– -$4.38K -100 Closed
RIA
620
Realta Investment Advisors
Delaware
– -$4.51K -98 Closed
SCA
621
Stonebridge Capital Advisors
Minnesota
– -$3.83K -87 Closed
CA
622
Crewe Advisors
Utah
– -$3.28K -75 Closed
CCMI
623
Creative Capital Management Investments
California
– -$3.15K -72 Closed
GA
624
GoalVest Advisory
New York
– -$2.28K -52 Closed
CFB
625
Cullen/Frost Bankers
Texas
– -$1.67K -38 Closed
22 23 24
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