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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 %
FHC
201
First Heartland Consultants
Missouri
$2.45M -$24K -517 -1%
BAAM
202
Baker Avenue Asset Management
California
$2.41M +$2.23M +48,206 +1,271%
BTI
203
Blue Trust Inc
Georgia
$2.4M +$288K +6,588 +14%
AAS
204
Avantax Advisory Services
Texas
$2.4M -$381K -8,225 -14%
CSB
205
City State Bank
Iowa
$2.37M +$120K +2,592 +5%
ACM
206
AlphaStar Capital Management
North Carolina
$2.34M -$102K -2,203 -4%
AF
207
Advisornet Financial
Minnesota
$2.31M +$130K +2,794 +6%
AWE
208
Avidian Wealth Enterprises
Texas
$2.29M +$2.29M +49,319 New
CIA
209
Concurrent Investment Advisors
Florida
$2.18M +$2.18M +47,116 New
BA
210
Bard Associates
Illinois
$2.16M -$380K -8,205 -15%
AFS
211
Annapolis Financial Services
Maryland
$2.14M -$3.26M -70,354 -60%
FFBTD
212
First Financial Bank - Trust Division
Ohio
$2.08M -$632K -13,626 -23%
AG
213
Ascent Group
Virginia
$2.08M -$70.9K -1,560 -3%
UFA
214
US Financial Advisors
Massachusetts
$2.06M +$54K +1,164 +3%
ECA
215
Elevated Capital Advisors
Utah
$2.05M +$113K +2,431 +6%
SBLIC
216
Security Benefit Life Insurance Company
Kansas
$1.98M – – –
DI
217
DFPG Investments
Utah
$1.94M +$122K +2,656 +7%
FI
218
FWG Investments
Kentucky
$1.92M +$1.92M +41,419 New
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$1.89M +$896K +19,317 +90%
Lazard Asset Management
220
Lazard Asset Management
New York
$1.78M – – –
CA
221
CGN Advisors
Kansas
$1.78M -$161K -3,473 -8%
VT
222
Vise Technologies
New York
$1.77M +$62.4K +1,346 +4%
Comerica Bank
223
Comerica Bank
Texas
$1.74M -$23.9K -516 -1%
Janus Henderson Group
224
Janus Henderson Group
United Kingdom
$1.66M -$791K -17,054 -32%
CM
225
Columbus Macro
Pennsylvania
$1.62M -$790K -17,053 -33%
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