VMBS icon

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 %
SFA
251
Semmax Financial Advisors
North Carolina
$1.76M +$98K +2,150 +6%
OIA
252
OneDigital Investment Advisors
Kansas
$1.74M +$189K +3,994 +12%
PFA
253
Petra Financial Advisors
Colorado
$1.73M +$1.73M +36,590 New
SL
254
Sentinus LLC
Illinois
$1.7M +$213K +4,518 +14%
AFO
255
Arrowroot Family Office
California
$1.66M +$264K +5,582 +19%
KPWS
256
Kestra Private Wealth Services
Texas
$1.63M +$76.2K +1,615 +5%
CCA
257
Cobblestone Capital Advisors
New York
$1.62M +$29.3K +620 +2%
AI
258
AXS Investments
New York
$1.61M +$1.61M +34,136 New
CM
259
Columbus Macro
Pennsylvania
$1.56M +$9.04K +193 +0.6%
FPWM
260
FSB Premier Wealth Management
Iowa
$1.53M -$77.8K -1,648 -5%
SFS
261
Security Financial Services
Indiana
$1.49M -$25.6K -542 -2%
RCA
262
Resonant Capital Advisors
Wisconsin
$1.47M – – –
SWG
263
Summit Wealth Group
Vermont
$1.45M -$34.5K -730 -2%
LIM
264
Leavell Investment Management
Alabama
$1.42M +$298K +6,320 +27%
IWA
265
IVC Wealth Advisors
Pennsylvania
$1.42M -$393K -8,326 -22%
RA
266
RFG Advisory
Alabama
$1.42M +$46.4K +982 +3%
CWM
267
Centurion Wealth Management
Virginia
$1.4M +$1.4M +29,627 New
BAWM
268
Bennett Associates Wealth Management
Pennsylvania
$1.39M +$1.39M +29,354 New
SFA
269
Seneca Financial Advisors
New York
$1.36M +$64.8K +1,372 +5%
AIA
270
Alternative Investment Advisors
Florida
$1.35M +$983K +20,831 +266%
RIA
271
Regal Investment Advisors
Michigan
$1.35M -$74.8K -1,585 -5%
VT
272
Vise Technologies
New York
$1.35M -$280K -5,928 -17%
TNA
273
True North Advisors
Texas
$1.33M -$29.3K -620 -2%
Jones Financial Companies
274
Jones Financial Companies
Missouri
$1.33M +$298K +6,308 +29%
EP
275
Essential Planning
New Hampshire
$1.33M -$4.58K -97 -0.3%
9 10
11
12 13