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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

579 hedge funds and large institutions have $16.1B invested in Vanguard Mortgage-Backed Securities ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 248 increasing their positions, 184 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+3
Holders Change %
+0.52%
% of All Funds
8.42%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.61%
New
74
Increased
248
Reduced
184
Closed
65
Calls
$14K
Puts
$854K
Net Calls
-$840K
Net Calls Change
+$442K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$6.41B
2
Bank of America
2
Bank of America
North Carolina
$3.04B
3
Wells Fargo
3
Wells Fargo
California
$157M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$868M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$309M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
Jane Street
2
Jane Street
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
SFA
4
Sequoia Financial Advisors
Ohio
$3.48M
5
CC
5
Courier Capital
New York
$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
CGN Advisors
Kansas
$1.97M +$204K +4,497 +12%
SBLIC
227
Security Benefit Life Insurance Company
Kansas
$1.94M – – –
Comerica Bank
228
Comerica Bank
Texas
$1.93M +$121K +2,670 +7%
CAC
229
Certified Advisory Corp
Florida
$1.92M +$917K +20,190 +91%
FI
230
FWG Investments
Kentucky
$1.84M -$19.3K -426 -1%
TWM
231
TriaGen Wealth Management
California
$1.83M +$305K +6,711 +20%
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$1.8M +$24K +528 +1%
JWCA
233
J.W. Cole Advisors
Florida
$1.78M +$346K +7,626 +24%
CC
234
Courier Capital
New York
$1.76M -$19.3M -424,948 -92%
CG
235
Clifford Group
Massachusetts
$1.76M +$90.5K +1,994 +5%
LF
236
LifePlan Financial
Minnesota
$1.76M +$325K +7,152 +23%
DWM
237
Diversify Wealth Management
Utah
$1.75M +$1.75M +37,422 New
WOSD
238
WFA of San Diego
California
$1.75M +$1.75M +38,552 New
Lazard Asset Management
239
Lazard Asset Management
New York
$1.75M -$1.76M – –
IWA
240
IVC Wealth Advisors
Pennsylvania
$1.74M +$7.63K +168 +0.4%
SFA
241
Semmax Financial Advisors
North Carolina
$1.71M +$51.5K +1,102 +3%
AWM
242
Axxcess Wealth Management
California
$1.59M -$168K -3,706 -10%
VT
243
Vise Technologies
New York
$1.56M -$48K -1,058 -3%
FPWM
244
FSB Premier Wealth Management
Iowa
$1.54M -$54.9K -1,209 -3%
CCA
245
Cobblestone Capital Advisors
New York
$1.53M +$1.22M +26,832 +386%
AWM
246
Accurate Wealth Management
Florida
$1.53M -$74.5K -1,625 -5%
CM
247
Columbus Macro
Pennsylvania
$1.5M -$125K -2,749 -8%
OIA
248
OneDigital Investment Advisors
Kansas
$1.49M +$26.6K +585 +2%
KPWS
249
Kestra Private Wealth Services
Texas
$1.49M +$205K +4,513 +16%
SFS
250
Security Financial Services
Indiana
$1.46M +$219K +4,823 +18%
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