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Vanguard Mortgage-Backed Securities ETF
VMBS

631 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 106 funds opening new positions, 281 increasing their positions, 175 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 54

61% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 175

12% more capital invested

Capital invested by funds: $16.6B → $18.5B (+$1.93B)

7% more funds holding

Funds holding: 592 → 631 (+39)

1.71% more ownership

Funds ownership: 90.36% → 92.07% (+1.7%)

6% less funds holding in top 10

Funds holding in top 10: 48 → 45 (-3)

Holders
631
Holders Change
+39
Holders Change %
+6.59%
% of All Funds
8.31%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.59%
New
106
Increased
281
Reduced
175
Closed
54
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.74B
2
Bank of America
Bank of America
North Carolina
+$192M
3
MIM
Morningstar Investment Management
Illinois
+$118M
4
EP
Essential Planning
New Hampshire
+$75.5M
5
CM
Castleark Management
Illinois
+$74M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$247M
2
MIS
Morningstar Investment Services
Illinois
-$144M
3
BOH
Bank of Hawaii
Hawaii
-$58.9M
4
Wells Fargo
Wells Fargo
California
-$43.1M
5
PAIA
Park Avenue Institutional Advisers
New York
-$19.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
226
Foundations Investment Advisors
Arizona
$2.69M -$83.1K -1,807 -3%
PMA
227
Prudent Man Advisors
Illinois
$2.65M +$87.5K +1,903 +3%
BAAM
228
Baker Avenue Asset Management
California
$2.64M +$211K +4,585 +9%
HIM
229
Hanlon Investment Management
New Jersey
$2.61M -$11.5K -251 -0.4%
HW
230
Hancock Whitney
Mississippi
$2.55M -$59.6K -1,296 -2%
AG
231
AlTi Global
New York
$2.51M -$407K -8,844 -14%
AWM
232
Accurate Wealth Management
Florida
$2.49M +$523K +11,384 +26%
MF
233
Montis Financial
Massachusetts
$2.47M +$2.51M +54,578 New
CA
234
CGN Advisors
Kansas
$2.4M +$215K +4,674 +10%
Creative Planning
235
Creative Planning
Kansas
$2.39M +$73K +1,587 +3%
RWS
236
Retirement Wealth Solutions
Wisconsin
$2.38M +$2.44M +53,129 New
AAS
237
Avantax Advisory Services
Texas
$2.35M +$152K +3,297 +7%
RWIA
238
Roger Wittlin Investment Advisory
California
$2.29M -$583K -12,673 -20%
SAW
239
Signal Advisors Wealth
Michigan
$2.28M +$260K +5,650 +13%
P
240
&Partners
Tennessee
$2.27M +$1.56M +34,031 +210%
SOS
241
Silver Oak Securities
Tennessee
$2.27M +$2.3M +49,985 New
VW
242
Veridan Wealth
Oregon
$2.26M +$2.29M +49,775 New
CIA
243
Concurrent Investment Advisors
Florida
$2.25M +$118K +2,564 +5%
VT
244
Vise Technologies
New York
$2.25M +$969K +21,080 +74%
CWM
245
Centurion Wealth Management
Virginia
$2.21M +$874K +19,008 +64%
CWM
246
Certus Wealth Management
California
$2.19M +$26.2K +570 +1%
AF
247
Advisornet Financial
Minnesota
$2.15M -$132K -2,861 -6%
SIM
248
Sterling Investment Management
Arizona
$2.13M +$2.16M +47,028 New
RWM
249
Rialto Wealth Management
New York
$2.11M +$2.14M +46,590 New
JWCA
250
J.W. Cole Advisors
Florida
$2.1M +$98.5K +2,142 +5%
8 9
10
11 12

VMBS Hedge Fund Activity: Q4 2024 in Review

631 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mortgage-Backed Securities ETF (VMBS) for Q4 2024, worth a combined $18.5B — up 12% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new VMBS positions and 54 closed out — a net gain of 52 holders — while 281 added to existing stakes and 175 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.74B. The largest seller was Charles Schwab, cutting an estimated $247M.

  • 631 institutional investors held Vanguard Mortgage-Backed Securities ETF (VMBS) as of Q4 2024, up from 592 in Q3 2024.
  • Funds reported $18.5B of Vanguard Mortgage-Backed Securities ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 106 funds opened new Vanguard Mortgage-Backed Securities ETF positions in Q4 2024 and 54 closed out, a net change of +52 holders.
  • The largest Vanguard Mortgage-Backed Securities ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $1.74B added.
  • The largest Vanguard Mortgage-Backed Securities ETF seller in Q4 2024 was Charles Schwab, an estimated $247M sold.

Based on aggregated 13F filings for Q4 2024.