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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 %
RWM
76
RKL Wealth Management
Pennsylvania
$15.6M 336,106 -6,668 -2%
JIP
77
Jaffetilchin Investment Partners
Florida
$15.3M 329,892 -60,531 -16%
PG
78
Proffitt & Goodson
Tennessee
$14.1M 303,709 +7,531 +3%
SEI Investments
79
SEI Investments
Pennsylvania
$13.8M 298,478 +9,141 +3%
WPWM
80
Windward Private Wealth Management
Kansas
$13.8M 297,873 -92,973 -24%
WH
81
Whitcomb & Hess
Ohio
$13.8M 296,695 -6,509 -2%
MD
82
Money Design
Japan
$13.7M 295,785 -32,267 -10%
PAIA
83
Park Avenue Institutional Advisers
New York
$13.7M 295,500 -125,500 -30%
MMA
84
Miracle Mile Advisors
California
$13.4M 289,423 +22,906 +9%
BCM
85
Brookstone Capital Management
Illinois
$13.4M 288,000 -17,788 -6%
OFS
86
OneAscent Financial Services
Alabama
$13.2M 283,666 +21,578 +8%
AAMA
87
Advanced Asset Management Advisors
Ohio
$13.1M 283,000 – –
SCA
88
STALEY CAPITAL ADVISERS
Pennsylvania
$12.8M 275,050 +33,950 +14%
UAS
89
United Asset Strategies
New York
$12.7M 274,313 +68,198 +33%
CW
90
CreativeOne Wealth
Kansas
$12.5M 270,400 +7,234 +3%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$12.5M 269,532 +16,146 +6%
Prudential Financial
92
Prudential Financial
New Jersey
$12M 259,489 +33,787 +15%
PAS
93
Park Avenue Securities
New York
$11.9M 256,370 -12,877 -5%
AG
94
AlTi Global
New York
$11.9M 256,239 +256,239 New
BlackRock
95
BlackRock
New York
$11.8M 254,270 +110,332 +77%
FC
96
Family CFO
California
$11.3M 243,567 -51,461 -17%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$10.2M 220,009 +116,142 +112%
Betterment LLC
98
Betterment LLC
New York
$10.2M 219,334 -9,533 -4%
FA
99
Fountainhead AM
New Jersey
$9.98M 215,301 +11,113 +5%
AA
100
ALPS Advisors
Colorado
$9.54M 205,725 -550 -0.3%
2 3
4
5 6