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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 %
MA
126
Mutual Advisors
Nebraska
$6.73M +$889K +19,178 +15%
Kovitz Investment Group Partners
127
Kovitz Investment Group Partners
Illinois
$6.54M +$1.45M +31,248 +28%
PPWP
128
Proquility Private Wealth Partners
Nevada
$6.41M +$6.41M +138,165 New
SIA
129
Strategic Investment Advisors
Michigan
$6.27M -$46.9K -1,012 -0.7%
HW
130
Hancock Whitney
Mississippi
$6.22M +$4.83M +104,079 +347%
LFA
131
Level Financial Advisors
New York
$6.21M -$64.2K -1,385 -1%
CAM
132
Clark Asset Management
New Hampshire
$6.2M +$554K +11,956 +10%
VWM
133
VCI Wealth Management
Missouri
$6.1M +$6.1M +131,633 New
FNT
134
First National Trust
Pennsylvania
$6.09M +$147K +3,170 +2%
ZIM
135
Zacks Investment Management
Illinois
$5.95M +$240K +5,184 +4%
CA
136
Cetera Advisors
Colorado
$5.83M +$1.42M +30,731 +32%
FFWA
137
Forthright Family Wealth Advisory
Texas
$5.75M +$5.75M +123,928 New
AllianceBernstein
138
AllianceBernstein
Tennessee
$5.73M -$976K -21,057 -15%
PA
139
PFG Advisors
Arizona
$5.64M +$75.6K +1,631 +1%
Pathstone Holdings
140
Pathstone Holdings
New Jersey
$5.58M +$5.58M +120,261 New
OAP
141
One Advisory Partners
Kansas
$5.57M +$46.6K +1,006 +0.8%
Goldman Sachs
142
Goldman Sachs
New York
$5.54M -$1.87M -40,299 -25%
SWM
143
SigFig Wealth Management
California
$5.51M +$86.6K +1,869 +2%
SAM
144
Smartleaf Asset Management
Massachusetts
$5.5M +$5.5M +118,391 New
KAS
145
Kestra Advisory Services
Texas
$5.33M +$960K +20,702 +22%
ONB
146
Old National Bancorp
Indiana
$5.28M +$269K +5,809 +5%
AWP
147
Abacus Wealth Partners
California
$5.26M +$1.53M +33,087 +41%
CFGS
148
Concourse Financial Group Securities
Alabama
$5.23M -$98.6K -2,127 -2%
APC
149
Aspire Private Capital
North Carolina
$5.2M +$158K +3,417 +3%
PF
150
Parker Financial
Washington
$5.16M +$83.9K +1,810 +2%
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