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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 %
SFP
276
Strategic Financial Partners
Oregon
$1.02M -$94.2K -2,074 -8%
VCP
277
Verus Capital Partners
Arizona
$1.01M -$14.7K -324 -1%
AFS
278
Annapolis Financial Services
Maryland
$1.01M -$377K -8,295 -27%
WFA
279
Wells Financial Advisors
Massachusetts
$1M +$914K +20,132 +1,007%
Jones Financial Companies
280
Jones Financial Companies
Missouri
$993K +$83.4K +1,838 +9%
AWA
281
Arete Wealth Advisors
Illinois
$982K +$247K +5,438 +34%
SWP
282
Stratos Wealth Partners
Ohio
$979K -$187K -4,110 -16%
ATS
283
Ashton Thomas Securities
New York
$944K +$944K +20,335 New
VA
284
Vident Advisory
Georgia
$918K +$918K +20,212 New
PFG
285
PAX Financial Group
Texas
$911K -$237K -5,231 -21%
DI
286
Disciplined Investments
Oklahoma
$902K -$13.6K -300 -1%
KSWA
287
Kathleen S. Wright Associates
Pennsylvania
$893K -$74.8K -1,647 -8%
ATC
288
Argent Trust Co
Tennessee
$888K -$33.1K -728 -4%
MWM
289
Maripau Wealth Management
Indiana
$886K -$85.8K -1,889 -9%
CFG
290
Citizens Financial Group
Rhode Island
$876K -$30.3K -668 -3%
FA
291
FSA Advisors
Michigan
$832K +$76.8K +1,691 +10%
LJAC
292
L.J. Altfest & Co
New York
$804K -$416K -9,170 -34%
GVAG
293
Great Valley Advisor Group
Delaware
$786K -$89.3K -1,967 -10%
GFPC
294
Global Financial Private Client
Florida
$781K -$6.27K -138 -0.8%
MWM
295
Merriman Wealth Management
Washington
$774K +$333K +7,338 +76%
GWM
296
Geneos Wealth Management
Colorado
$772K +$9.67K +213 +1%
HP
297
HT Partners
Connecticut
$769K +$45.6K +1,004 +6%
GRP
298
Global Retirement Partners
California
$748K -$546K -12,034 -42%
CSPAM
299
Cary Street Partners Asset Management
Virginia
$739K +$34.5K +760 +5%
WB
300
WesBanco Bank
West Virginia
$727K +$3.68K +81 +0.5%
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12
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