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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 %
JWCA
251
J.W. Cole Advisors
Florida
$1.44M +$584K +12,805 +68%
LF
252
LifePlan Financial
Minnesota
$1.44M +$281K +6,155 +24%
RIA
253
Regal Investment Advisors
Michigan
$1.43M +$77.2K +1,693 +6%
RCA
254
Resonant Capital Advisors
Wisconsin
$1.42M – – –
CAPTRUST Financial Advisors
255
CAPTRUST Financial Advisors
North Carolina
$1.41M +$360K +7,888 +34%
FAIM
256
Financial Advocates Investment Management
Washington
$1.41M +$49.9K +1,094 +4%
AFS
257
Annapolis Financial Services
Maryland
$1.39M -$709K -15,548 -34%
SWG
258
Summit Wealth Group
Vermont
$1.38M +$80K +1,753 +6%
RA
259
RFG Advisory
Alabama
$1.38M +$273K +5,993 +25%
SWM
260
Spire Wealth Management
Virginia
$1.31M +$256K +5,623 +24%
GRP
261
Global Retirement Partners
California
$1.3M -$121K -2,650 -9%
KPWS
262
Kestra Private Wealth Services
Texas
$1.29M +$252K +5,528 +24%
SFS
263
Security Financial Services
Indiana
$1.25M +$13K +284 +1%
TNA
264
True North Advisors
Texas
$1.23M +$832K +18,244 +207%
LJAC
265
L.J. Altfest & Co
New York
$1.23M -$40.9K -898 -3%
TIM
266
Tortoise Investment Management
New York
$1.22M +$27.6K +606 +2%
EP
267
Essential Planning
New Hampshire
$1.21M – – –
HI
268
Harbour Investments
Wisconsin
$1.18M +$29.4K +644 +3%
SWP
269
Stratos Wealth Partners
Ohio
$1.17M +$235K +5,142 +25%
FIA
270
Foundations Investment Advisors
Arizona
$1.16M -$23.4K -512 -2%
PFG
271
PAX Financial Group
Texas
$1.15M -$151K -3,320 -12%
PP
272
Prosperity Planning
Missouri
$1.14M -$26.2K -575 -2%
SFP
273
Strategic Financial Partners
Oregon
$1.12M -$35.2K -771 -3%
HWM
274
Hohimer Wealth Management
Washington
$1.08M +$493K +10,800 +84%
GCA
275
Greenwood Capital Associates
South Carolina
$1.07M +$30.1K +661 +3%
9 10
11
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