VMBS icon

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

Top Sellers

1
Charles Schwab
Charles Schwab
California
$5.23B
2
MIS
Morningstar Investment Services
Illinois
$21.8M
3
BOH
Bank of Hawaii
Hawaii
$42.5M
4
Wells Fargo
Wells Fargo
California
$320M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
$512M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
Axxcess Wealth Management
California
$2.03M +$107K +2,367 +6%
TC
252
TownSquare Capital
Utah
$2.02M -$486K -10,724 -19%
Comerica Bank
253
Comerica Bank
Texas
$2M +$208K +4,589 +12%
TWM
254
TriaGen Wealth Management
California
$1.99M +$104K +2,291 +6%
LF
255
LifePlan Financial
Minnesota
$1.99M +$19.3K +425 +1%
ACM
256
AlphaStar Capital Management
North Carolina
$1.97M -$132K -2,912 -6%
CG
257
Clifford Group
Massachusetts
$1.92M +$159K +3,508 +9%
RWP
258
RWA Wealth Partners
Massachusetts
$1.9M -$33.5K -738 -2%
FPCP
259
Fort Point Capital Partners
California
$1.9M +$120K +2,652 +7%
BA
260
Bard Associates
Illinois
$1.9M -$124K -2,733 -6%
FI
261
FWG Investments
Kentucky
$1.86M +$5.17K +114 +0.3%
AFO
262
Arrowroot Family Office
California
$1.86M +$260K +5,727 +16%
KPWS
263
Kestra Private Wealth Services
Texas
$1.81M +$251K +5,540 +16%
AG
264
Ascent Group
Virginia
$1.77M -$140K -3,090 -7%
WA
265
Westfuller Advisors
New York
$1.76M +$925K +20,392 +111%
Lazard Asset Management
266
Lazard Asset Management
New York
$1.75M -$1.82M – –
LI
267
LifeWealth Investments
Florida
$1.71M +$1.71M +37,631 New
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$1.7M -$8.25K -182 -0.5%
CCA
269
Cobblestone Capital Advisors
New York
$1.69M +$134K +2,950 +9%
PFA
270
Petra Financial Advisors
Colorado
$1.66M +$3.95K +87 +0.2%
FHA
271
First Horizon Advisors
Tennessee
$1.65M -$804K -17,728 -33%
LFS
272
Lutz Financial Services
Nebraska
$1.65M +$612K +13,505 +59%
IAA
273
Independent Advisor Alliance
North Carolina
$1.56M +$1.56M +34,448 New
FA
274
Fedenia Advisers
Wisconsin
$1.55M +$1.55M +34,253 New
CPBTD
275
Central Pacific Bank - Trust Division
Hawaii
$1.55M -$1.21M -26,582 -44%
9 10
11
12 13