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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.

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
1
Bank of America
North Carolina
$3.44B
2
Morgan Stanley
2
Morgan Stanley
New York
$390M
3
MIS
3
Morningstar Investment Services
Illinois
$246M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$811M
5
TPCW
5
TD Private Client Wealth
New York
$97.4M

Top Sellers

1
CF
1
Cantor Fitzgerald
New York
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$89M
3
TLFA
3
True Link Financial Advisors
California
$464K
4
MNG
4
Manning & Napier Group
New York
$22M
5
NCM
5
Northland Capital Management
Minnesota
$17.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
51
Brinker Capital Investments
Pennsylvania
$25.2M 547,923 +21,468 +4%
OPS
52
Orion Portfolio Solutions
Nebraska
$25.2M 547,923 +21,468 +4%
CWM
53
Connecticut Wealth Management
Connecticut
$24.7M 533,491 +204,934 +62%
MPW
54
MA Private Wealth
California
$24.3M 523,207 +20,402 +4%
FGAM
55
Financial Gravity Asset Management
Texas
$24.1M 835,786 +68,412 +9%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$22.8M 490,968 -59,824 -11%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$22.7M 488,924 -1,902 -0.4%
SFA
58
Sequoia Financial Advisors
Ohio
$22.4M 484,162 +46,727 +11%
EA
59
Evergreen Advisors
Tennessee
$22.4M 484,030 +4,173 +0.9%
MNG
60
Manning & Napier Group
New York
– – – –
DJSG
61
D.J. St. Germain
Massachusetts
$21.9M 472,908 +177,143 +60%
ZIG
62
Zurich Insurance Group
Switzerland
$21.7M 467,648 – –
US Bancorp
63
US Bancorp
Minnesota
$21.7M 467,261 -17,354 -4%
PCA
64
Pallas Capital Advisors
Massachusetts
$21.4M 460,795 +70,816 +18%
CC
65
Courier Capital
New York
$21.3M 460,252 +11,335 +3%
PA
66
Parkside Advisors
California
$21.1M 456,171 -88,679 -16%
QFA
67
Quantum Financial Advisors
California
$20.7M 445,462 +231,603 +108%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$20.5M 441,589 -48,701 -10%
MML Investors Services
69
MML Investors Services
Massachusetts
$19.9M 428,265 +77,967 +22%
Invesco
70
Invesco
Georgia
$19.6M 423,540 +17,394 +4%
AWS
71
Atria Wealth Solutions
New York
$18.2M 392,944 +16,280 +4%
VRM
72
Vectors Research Management
New York
$18M 719,191 +248,496 +53%
NCM
73
Northland Capital Management
Minnesota
$17.4M 375,481 -282,521 -43%
ECM
74
Evergreen Capital Management
Washington
$16.3M 351,371 +9,392 +3%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$15.6M 337,143 +48,841 +17%
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