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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 %
WCWM
276
Willow Creek Wealth Management
California
$1.3M – – –
DW30
277
Drucker Wealth 3.0
New Jersey
$1.29M -$174K -3,686 -12%
TIM
278
Tortoise Investment Management
New York
$1.23M -$124K -2,618 -9%
HWM
279
Hohimer Wealth Management
Washington
$1.21M +$9.02K +191 +0.7%
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
$1.18M -$191K -4,038 -14%
PP
281
Prosperity Planning
Missouri
$1.18M -$7.18K -152 -0.6%
TA
282
TFB Advisors
Kansas
$1.15M +$57.7K +1,222 +5%
GCA
283
Greenwood Capital Associates
South Carolina
$1.11M -$1.89K -40 -0.2%
CAL
284
Capital Analysts LLC
Pennsylvania
$1.11M +$20.7K +439 +2%
KSWA
285
Kathleen S. Wright Associates
Pennsylvania
$1.09M +$164K +3,484 +18%
LFS
286
Lutz Financial Services
Nebraska
$1.08M – – –
SI
287
Stephens Inc
Arkansas
$1.08M +$679K +14,376 +171%
SFP
288
Strategic Financial Partners
Oregon
$1.06M -$5.19K -110 -0.5%
BBA
289
BLB&B Advisors
Pennsylvania
$1.02M -$298K -6,320 -23%
EAM
290
Eagle Asset Management
Florida
$1,000K +$460K +10,017 +85%
MWM
291
Merriman Wealth Management
Washington
$996K +$191K +4,051 +24%
CAG
292
Csenge Advisory Group
Florida
$987K +$433K +9,308 +78%
CCM
293
Crabel Capital Management
California
$986K +$339K +7,174 +52%
ATS
294
Ashton Thomas Securities
New York
$983K +$23.3K +493 +2%
GVAG
295
Great Valley Advisor Group
Delaware
$922K +$104K +2,204 +13%
AWM
296
Accel Wealth Management
Iowa
$908K +$908K +19,234 New
CA
297
CoreCap Advisors
Michigan
$901K +$785K +16,634 +681%
GWM
298
Geneos Wealth Management
Colorado
$898K +$94.8K +2,008 +12%
SIMG
299
Sonora Investment Management Group
Arizona
$882K +$882K +18,688 New
DI
300
Disciplined Investments
Oklahoma
$871K -$67.3K -1,426 -7%
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12
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