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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 %
SL
251
Sentinus LLC
Illinois
$1.43M -$34.9K -769 -2%
SWG
252
Summit Wealth Group
Vermont
$1.43M +$53.8K +1,186 +4%
RCA
253
Resonant Capital Advisors
Wisconsin
$1.41M – – –
DW30
254
Drucker Wealth 3.0
New Jersey
$1.41M +$1.41M +30,955 New
RIA
255
Regal Investment Advisors
Michigan
$1.37M -$50.3K -1,107 -4%
AFO
256
Arrowroot Family Office
California
$1.34M +$399K +8,793 +42%
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$1.32M -$85.4K -1,882 -6%
HI
258
Harbour Investments
Wisconsin
$1.32M +$141K +3,113 +12%
RA
259
RFG Advisory
Alabama
$1.32M -$57.4K -1,264 -4%
SAM
260
SignalPoint Asset Management
Missouri
$1.31M +$1.31M +28,865 New
TNA
261
True North Advisors
Texas
$1.31M +$80.8K +1,780 +7%
TIM
262
Tortoise Investment Management
New York
$1.3M +$88.3K +1,944 +7%
EP
263
Essential Planning
New Hampshire
$1.28M +$99.7K +2,196 +8%
BBA
264
BLB&B Advisors
Pennsylvania
$1.27M -$219K -4,830 -15%
SFA
265
Seneca Financial Advisors
New York
$1.25M -$1.07M -23,615 -46%
WCWM
266
Willow Creek Wealth Management
California
$1.25M +$334K +7,356 +37%
FIA
267
Foundations Investment Advisors
Arizona
$1.24M +$91.3K +2,011 +8%
HWM
268
Hohimer Wealth Management
Washington
$1.16M +$80.4K +1,771 +7%
PP
269
Prosperity Planning
Missouri
$1.14M -$1.68K -37 -0.1%
LIM
270
Leavell Investment Management
Alabama
$1.08M +$68.4K +1,507 +7%
AT
271
Arden Trust
Delaware
$1.08M +$148K +3,251 +16%
GCA
272
Greenwood Capital Associates
South Carolina
$1.07M +$11.6K +255 +1%
TA
273
TFB Advisors
Kansas
$1.05M +$35K +771 +3%
CAL
274
Capital Analysts LLC
Pennsylvania
$1.05M +$323K +7,118 +45%
LFS
275
Lutz Financial Services
Nebraska
$1.04M +$1.04M +22,817 New
9 10
11
12 13