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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

624 hedge funds and large institutions have $18.5B invested in Vanguard Mortgage-Backed Securities ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 279 increasing their positions, 173 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
+35
Holders Change %
+5.94%
% of All Funds
8.31%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.59%
New
103
Increased
279
Reduced
173
Closed
54
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.11B
2
Bank of America
2
Bank of America
North Carolina
$3.32B
3
MIM
3
Morningstar Investment Management
Illinois
$116M
4
EP
4
Essential Planning
New Hampshire
$76.8M
5
CM
5
Castleark Management
Illinois
$73M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$5.23B
2
MIS
2
Morningstar Investment Services
Illinois
$21.8M
3
BOH
3
Bank of Hawaii
Hawaii
$42.5M
4
Wells Fargo
4
Wells Fargo
California
$320M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$512M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMA
226
Prudent Man Advisors
Illinois
$2.65M +$86.3K +1,903 +3%
BAAM
227
Baker Avenue Asset Management
California
$2.64M +$208K +4,585 +9%
HIM
228
Hanlon Investment Management
New Jersey
$2.61M -$11.4K -251 -0.4%
HW
229
Hancock Whitney
Mississippi
$2.55M -$58.8K -1,296 -2%
AG
230
AlTi Global
New York
$2.51M -$401K -8,844 -14%
AWM
231
Accurate Wealth Management
Florida
$2.49M +$510K +11,384 +26%
MF
232
Montis Financial
Massachusetts
$2.47M +$2.47M +54,578 New
CA
233
CGN Advisors
Kansas
$2.4M +$212K +4,674 +10%
Creative Planning
234
Creative Planning
Kansas
$2.39M +$72K +1,587 +3%
RWS
235
Retirement Wealth Solutions
Wisconsin
$2.38M +$2.38M +53,129 New
AAS
236
Avantax Advisory Services
Texas
$2.35M +$149K +3,297 +7%
RWIA
237
Roger Wittlin Investment Advisory
California
$2.29M -$575K -12,673 -20%
SAW
238
Signal Advisors Wealth
Michigan
$2.28M +$256K +5,650 +13%
P
239
&Partners
Tennessee
$2.27M +$1.54M +34,031 +210%
SOS
240
Silver Oak Securities
Tennessee
$2.27M +$2.27M +49,985 New
VW
241
Veridan Wealth
Oregon
$2.26M +$2.26M +49,775 New
CIA
242
Concurrent Investment Advisors
Florida
$2.25M +$116K +2,564 +5%
VT
243
Vise Technologies
New York
$2.25M +$956K +21,080 +74%
CWM
244
Centurion Wealth Management
Virginia
$2.21M +$862K +19,008 +64%
CWM
245
Certus Wealth Management
California
$2.19M +$26K +570 +1%
AF
246
Advisornet Financial
Minnesota
$2.15M -$130K -2,861 -6%
SIM
247
Sterling Investment Management
Arizona
$2.13M +$2.13M +47,028 New
RWM
248
Rialto Wealth Management
New York
$2.11M +$2.11M +46,590 New
JWCA
249
J.W. Cole Advisors
Florida
$2.1M +$97.1K +2,142 +5%
CSB
250
City State Bank
Iowa
$2.08M +$46.7K +1,030 +2%
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10
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