VMBS icon

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
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 Holding Trade Value Shares
Change 		Shares
Change %
PAG
101
Private Advisor Group
New Jersey
$9.49M +$699K +15,071 +8%
UWPG
102
Ullmann Wealth Partners Group
Florida
$9.47M +$327K +7,057 +4%
HPC
103
Hobart Private Capital
North Carolina
$9.42M +$2.14M +46,161 +29%
EWA
104
EverSource Wealth Advisors
Alabama
$9.13M +$334K +7,212 +4%
PWM
105
Power Wealth Management
Georgia
$8.96M +$8.96M +193,334 New
SIA
106
SeaBridge Investment Advisors
New Jersey
$8.91M +$4.25M +91,715 +91%
CAN
107
Cetera Advisor Networks
California
$8.88M +$411K +8,859 +5%
WFA
108
Websterrogers Financial Advisors
South Carolina
$8.57M +$7.09M +152,983 +481%
SW
109
Simplicity Wealth
New Jersey
$8.39M +$178K +3,833 +2%
OWM
110
OneAscent Wealth Management
Alabama
$8.3M -$3.01M -64,870 -27%
EA
111
Evolution Advisers
Virginia
$7.82M +$256K +5,551 +3%
FAT
112
First American Trust
California
$7.59M +$1.34M +28,967 +22%
NA
113
NewEdge Advisors
Louisiana
$7.48M +$2.22M +48,227 +42%
SFPM
114
Sensible Financial Planning & Management
Massachusetts
$7.42M +$3.21M +69,272 +76%
GWMIA
115
Global Wealth Management Investment Advisory
Florida
$7.32M -$66K -1,424 -0.9%
SIA
116
Sovereign Investment Advisors
Arizona
$7.3M +$89.9K +1,939 +1%
CCA
117
Cravens & Co Advisors
Tennessee
$7.29M +$7.29M +157,297 New
HSA
118
HBK Sorce Advisory
Pennsylvania
$7.23M +$2.9M +62,543 +67%
1IA
119
1834 Investment Advisors
Wisconsin
$6.99M -$536K -11,559 -7%
MFG
120
Merit Financial Group
Georgia
$6.91M +$171K +3,694 +3%
BHWM
121
Bay Harbor Wealth Management
Maryland
$6.91M -$275K -5,931 -4%
1CP
122
1607 Capital Partners
Virginia
$6.87M +$2.95M +63,600 +75%
KFG
123
Kingdom Financial Group
Arizona
$6.82M -$85.2K -1,838 -1%
MPWT
124
MassMutual Private Wealth & Trust
Connecticut
$6.82M +$88K +1,898 +1%
GWSA
125
Global Wealth Strategies & Associates
Colorado
$6.77M +$306K +6,611 +5%
3 4
5
6 7