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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 %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$3.3M -$225K -4,833 -6%
PS
177
Principal Securities
Iowa
$3.29M +$3.29M +70,933 New
RWIA
178
Roger Wittlin Investment Advisory
California
$3.2M +$39.4K +850 +1%
EAMA
179
EFG Asset Management (Americas)
Florida
$3.16M +$1.21M +26,077 +62%
EIC
180
Equity Investment Corp
Georgia
$3.13M +$3.13M +67,515 New
Mariner
181
Mariner
Kansas
$3.12M +$127K +2,737 +4%
SFA
182
Seneca Financial Advisors
New York
$3.09M +$951K +20,512 +45%
BBNA
183
Bremer Bank National Association
Minnesota
$3.03M +$450K +9,697 +17%
HP
184
Hilltop Partners
Indiana
$2.95M +$1.15M +24,748 +64%
FPCP
185
Fort Point Capital Partners
California
$2.95M +$303K +6,525 +11%
PFM
186
Phillips Financial Management
Indiana
$2.93M -$105K -2,265 -3%
CAM
187
Chandler Asset Management
California
$2.93M +$416K +8,975 +17%
PWM
188
Perigon Wealth Management
California
$2.83M +$949K +20,477 +51%
GC
189
Guggenheim Capital
Illinois
$2.76M +$606K +13,061 +28%
RWP
190
RWA Wealth Partners
Massachusetts
$2.76M -$7.5M -161,678 -73%
SRC
191
Sage Rhino Capital
California
$2.72M +$474K +10,226 +21%
BFA
192
Bragg Financial Advisors
North Carolina
$2.68M +$270K +5,833 +11%
BA
193
Bridge Advisory
California
$2.66M -$349K -7,538 -12%
LFP
194
Leeward Financial Partners
Washington
$2.66M +$99.5K +2,146 +4%
AWMNH
195
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.57M +$164K +3,541 +7%
FHA
196
First Horizon Advisors
Tennessee
$2.55M +$51.1K +1,103 +2%
FA
197
FDx Advisors
Illinois
$2.51M +$847K +18,268 +51%
IWA
198
IVC Wealth Advisors
Pennsylvania
$2.49M +$102K +2,202 +4%
SWM
199
Seed Wealth Management
Illinois
$2.49M +$1.67M +36,240 +205%
HIM
200
Hanlon Investment Management
New Jersey
$2.45M -$85.5K -1,845 -3%
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