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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

589 hedge funds and large institutions have $16.6B invested in Vanguard Mortgage-Backed Securities ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 277 increasing their positions, 171 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
+10
Holders Change %
+1.73%
% of All Funds
8.52%
Holding in Top 10
47
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.9%
% of All Funds
0.68%
New
76
Increased
277
Reduced
171
Closed
61
Calls
$42K
Puts
$3.79M
Net Calls
-$3.75M
Net Calls Change
-$2.91M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$377M
2
Bank of America
2
Bank of America
North Carolina
$3.26B
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$95.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$405M
5
RJA
5
Raymond James & Associates
Florida
$162M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$5.7B
2
MG
2
Mather Group
Illinois
$6.95M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.19M
4
AT
4
American Trust
Kentucky
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
CGN Advisors
Kansas
$2.28M +$228K +4,834 +11%
CWM
227
Certus Wealth Management
California
$2.24M -$210K -4,448 -9%
WOSD
228
WFA of San Diego
California
$2.23M +$413K +8,757 +23%
CIA
229
Concurrent Investment Advisors
Florida
$2.23M +$14.6K +309 +0.7%
ACM
230
AlphaStar Capital Management
North Carolina
$2.19M -$32.2K -682 -1%
CSB
231
City State Bank
Iowa
$2.12M -$151K -3,200 -7%
SAW
232
Signal Advisors Wealth
Michigan
$2.11M +$2.11M +44,729 New
SAM
233
SignalPoint Asset Management
Missouri
$2.11M +$744K +15,726 +54%
BA
234
Bard Associates
Illinois
$2.11M -$48.2K -1,020 -2%
JWCA
235
J.W. Cole Advisors
Florida
$2.08M +$227K +4,817 +12%
AWM
236
Accurate Wealth Management
Florida
$2.06M +$500K +10,735 +32%
LF
237
LifePlan Financial
Minnesota
$2.05M +$221K +4,675 +12%
RWP
238
RWA Wealth Partners
Massachusetts
$2.02M -$255K -5,396 -11%
SBLIC
239
Security Benefit Life Insurance Company
Kansas
$2.02M – – –
AWM
240
Axxcess Wealth Management
California
$2M +$350K +7,418 +21%
AG
241
Ascent Group
Virginia
$1.99M -$140K -2,964 -7%
TWM
242
TriaGen Wealth Management
California
$1.96M +$65.5K +1,387 +3%
FI
243
FWG Investments
Kentucky
$1.93M +$17.4K +368 +0.9%
OMC
244
Old Mission Capital
Illinois
$1.88M +$1.88M +39,717 New
Comerica Bank
245
Comerica Bank
Texas
$1.86M -$140K -2,960 -7%
FPCP
246
Fort Point Capital Partners
California
$1.86M -$355K -7,519 -16%
CG
247
Clifford Group
Massachusetts
$1.83M +$5.15K +109 +0.3%
Lazard Asset Management
248
Lazard Asset Management
New York
$1.82M -$1.75M – –
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$1.78M -$88K -1,863 -5%
Nomura Asset Management
250
Nomura Asset Management
Japan
$1.77M -$12.4M -262,500 -87%
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