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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 %
Thrivent Financial for Lutherans
151
Thrivent Financial for Lutherans
Minnesota
$5.15M +$1.19M +25,669 +30%
SB
152
Strategic Blueprint
Georgia
$5.09M +$1.73M +37,386 +52%
WCM
153
Wunderlich Capital Managemnt
Tennessee
$4.98M -$4.78K -103 -0.1%
BRWA
154
B. Riley Wealth Advisors
Florida
$4.76M -$1.3M -27,990 -21%
CFAM
155
Center For Asset Management
Florida
$4.71M +$61.9K +1,336 +1%
CCA
156
Checchi Capital Advisers
California
$4.67M +$1.61M +34,776 +53%
MWM
157
Marion Wealth Management
Pennsylvania
$4.67M +$4.67M +100,773 New
FIM
158
Freedom Investment Management
Connecticut
$4.65M +$1.49M +32,091 +47%
ICMP
159
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.63M -$152K -3,281 -3%
SP
160
SWS Partners
Ohio
$4.56M +$470K +10,139 +11%
PCA
161
Prosperity Capital Advisors
Ohio
$4.55M +$884K +19,064 +24%
WAM
162
WNY Asset Management
New York
$4.5M +$280K +6,036 +7%
Cerity Partners
163
Cerity Partners
New York
$4.41M -$4.97M -107,134 -53%
RIM
164
Rockbridge Investment Management
New York
$4.32M -$15.7K -339 -0.4%
PPWP
165
Premier Path Wealth Partners
New Jersey
$4M +$4M +83,156 New
HFS
166
Horizon Financial Services
North Carolina
$3.82M +$10.8K +234 +0.3%
HSBC Holdings
167
HSBC Holdings
United Kingdom
$3.69M +$7.19K +155 +0.2%
CPRC
168
Consolidated Portfolio Review Corp
New York
$3.67M +$11.3K +244 +0.3%
UA
169
Unison Advisors
District of Columbia
$3.65M +$258K +5,555 +8%
CCFM
170
Clear Creek Financial Management
Washington
$3.58M -$12.3K -265 -0.3%
FHB
171
First Hawaiian Bank
Hawaii
$3.51M +$371 +8 +0%
CWM
172
Certus Wealth Management
California
$3.51M +$41.5K +896 +1%
KA
173
Kure Advisory
Minnesota
$3.44M +$146K +3,142 +4%
SFG
174
Sovereign Financial Group
Connecticut
$3.44M -$101K -2,170 -3%
FA
175
FC Advisory
Pennsylvania
$3.41M -$76K -1,640 -2%
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