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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
Charles Schwab Investment Advisory
California
$6.16B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$455M
3
Jane Street
Jane Street
New York
$57.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$842M
5
FIB
First Interstate Bank
Montana
$37.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.95B
2
Morgan Stanley
Morgan Stanley
New York
$184M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$284M
4
MIS
Morningstar Investment Services
Illinois
$134M
5
AWM
AE Wealth Management
Kansas
$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
276
Oppenheimer & Co
New York
$1.06M +$24.9K +547 +2%
VCP
277
Verus Capital Partners
Arizona
$1.03M -$265K -5,819 -20%
LIM
278
Leavell Investment Management
Alabama
$1.02M +$378K +8,293 +59%
CAC
279
Certified Advisory Corp
Florida
$1.01M +$616K +13,509 +156%
RFG
280
REAP Financial Group
Texas
$1M -$64K -1,403 -6%
TA
281
TFB Advisors
Kansas
$992K +$514K +11,611 +108%
MWM
282
Maripau Wealth Management
Indiana
$976K +$5.66K +124 +0.6%
KSWA
283
Kathleen S. Wright Associates
Pennsylvania
$972K -$16.3K -358 -2%
AFO
284
Arrowroot Family Office
California
$950K +$87.9K +1,928 +10%
AT
285
Arden Trust
Delaware
$934K +$14.3K +313 +2%
ATC
286
Argent Trust Co
Tennessee
$926K +$4.11K +90 +0.4%
DI
287
Disciplined Investments
Oklahoma
$920K -$8.99K -197 -1%
WCWM
288
Willow Creek Wealth Management
California
$916K – – –
Jones Financial Companies
289
Jones Financial Companies
Missouri
$914K +$71.7K +1,573 +9%
CFG
290
Citizens Financial Group
Rhode Island
$911K -$292K -6,392 -24%
CWM
291
Centurion Wealth Management
Virginia
$908K +$142K +3,109 +18%
GVAG
292
Great Valley Advisor Group
Delaware
$880K +$13.3K +292 +2%
GFPC
293
Global Financial Private Client
Florida
$784K +$50.9K +1,126 +7%
LSC
294
Logan Stone Capital
Illinois
$777K +$321K +7,032 +70%
GIS
295
Grayhawk Investment Strategies
Alberta, Canada
$775K – – –
VPA
296
Vernal Point Advisors
California
$767K – – –
GWM
297
Geneos Wealth Management
Colorado
$766K +$133K +2,913 +21%
FA
298
FSA Advisors
Michigan
$758K -$5.11K -112 -0.7%
AWA
299
Arete Wealth Advisors
Illinois
$738K -$191K -4,178 -21%
MW
300
Marcum Wealth
Ohio
$729K -$31.2K -685 -4%
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