VMBS icon

Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

576 hedge funds and large institutions have $15.9B invested in Vanguard Mortgage-Backed Securities ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 257 increasing their positions, 169 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
8.35%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.62%
New
65
Increased
257
Reduced
169
Closed
54
Calls
$27K
Puts
$1.31M
Net Calls
-$1.28M
Net Calls Change
-$2.39M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.16B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$455M
3
Jane Street
3
Jane Street
New York
$57.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$842M
5
FIB
5
First Interstate Bank
Montana
$37.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.95B
2
Morgan Stanley
2
Morgan Stanley
New York
$184M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$284M
4
MIS
4
Morningstar Investment Services
Illinois
$134M
5
AWM
5
AE Wealth Management
Kansas
$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
226
Braun-Bostich & Associates
Pennsylvania
$1.86M +$1.86M +40,697 New
Comerica Bank
227
Comerica Bank
Texas
$1.81M +$102K +2,231 +6%
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$1.78M -$75.4K -1,654 -4%
CA
229
CGN Advisors
Kansas
$1.78M +$20.5K +449 +1%
AWM
230
Axxcess Wealth Management
California
$1.77M +$304K +6,672 +21%
Lazard Asset Management
231
Lazard Asset Management
New York
$1.76M -$1.78M – –
IWA
232
IVC Wealth Advisors
Pennsylvania
$1.74M -$710K -15,571 -29%
Creative Planning
233
Creative Planning
Kansas
$1.71M +$305K +6,685 +22%
CG
234
Clifford Group
Massachusetts
$1.68M +$220K +4,830 +15%
RFP
235
RCS Financial Planning
Maryland
$1.65M +$1.65M +36,209 New
CM
236
Columbus Macro
Pennsylvania
$1.63M +$41K +898 +3%
EAMA
237
EFG Asset Management (Americas)
Florida
$1.63M -$1.48M -32,427 -48%
CA
238
Claro Advisors
Massachusetts
$1.63M +$1.63M +35,692 New
ELM
239
Elite Life Management
Florida
$1.62M +$228K +5,000 +16%
VT
240
Vise Technologies
New York
$1.62M -$122K -2,670 -7%
CPBTD
241
Central Pacific Bank - Trust Division
Hawaii
$1.61M +$1.61M +35,635 New
FPWM
242
FSB Premier Wealth Management
Iowa
$1.6M +$178K +3,895 +12%
Fisher Asset Management
243
Fisher Asset Management
Washington
$1.6M +$1.13M +24,868 +244%
SFA
244
Semmax Financial Advisors
North Carolina
$1.59M +$30.9K +688 +2%
WWM
245
WT Wealth Management
Arizona
$1.58M +$1.04M +22,705 +192%
AWM
246
Accurate Wealth Management
Florida
$1.55M +$142K +3,193 +10%
TWM
247
TriaGen Wealth Management
California
$1.53M +$1.53M +33,491 New
BBA
248
BLB&B Advisors
Pennsylvania
$1.49M +$103K +2,260 +7%
SL
249
Sentinus LLC
Illinois
$1.47M +$1.47M +32,309 New
OIA
250
OneDigital Investment Advisors
Kansas
$1.47M +$311K +6,828 +27%
8 9
10
11 12