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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
1
JPMorgan Chase & Co
New York
$2.11B
2
Bank of America
2
Bank of America
North Carolina
$3.32B
3
MIM
3
Morningstar Investment Management
Illinois
$116M
4
EP
4
Essential Planning
New Hampshire
$76.8M
5
CM
5
Castleark Management
Illinois
$73M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$5.23B
2
MIS
2
Morningstar Investment Services
Illinois
$21.8M
3
BOH
3
Bank of Hawaii
Hawaii
$42.5M
4
Wells Fargo
4
Wells Fargo
California
$320M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$512M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPWM
276
FSB Premier Wealth Management
Iowa
$1.48M +$13K +286 +0.9%
RA
277
RFG Advisory
Alabama
$1.44M +$74.2K +1,637 +5%
SFS
278
Security Financial Services
Indiana
$1.43M -$1.95K -43 -0.1%
IWA
279
IVC Wealth Advisors
Pennsylvania
$1.41M +$51.3K +1,131 +4%
RCA
280
Resonant Capital Advisors
Wisconsin
$1.41M +$45 +1 +0%
BOSSRA
281
B.O.S.S. Retirement Advisors
Utah
$1.37M +$1.14M +25,133 +489%
Jones Financial Companies
282
Jones Financial Companies
Missouri
$1.36M +$86.3K +1,903 +7%
BAWM
283
Bennett Associates Wealth Management
Pennsylvania
$1.36M +$29.6K +653 +2%
OIA
284
OneDigital Investment Advisors
Kansas
$1.36M -$311K -6,868 -19%
SL
285
Sentinus LLC
Illinois
$1.36M -$280K -6,166 -17%
SFA
286
Seneca Financial Advisors
New York
$1.33M +$22.2K +490 +2%
LIM
287
Leavell Investment Management
Alabama
$1.32M -$44.6K -983 -3%
SWG
288
Summit Wealth Group
Vermont
$1.31M -$84.9K -1,872 -6%
RIA
289
Regal Investment Advisors
Michigan
$1.3M +$1.81K +40 +0.1%
WIA
290
World Investment Advisors
California
$1.29M +$760K +16,760 +142%
SFA
291
Semmax Financial Advisors
North Carolina
$1.28M -$481K -10,563 -27%
APWM
292
Anchor Pointe Wealth Management
Missouri
$1.28M +$1.28M +28,155 New
SW
293
SteelPeak Wealth
California
$1.27M +$1.27M +28,091 New
WCWM
294
Willow Creek Wealth Management
California
$1.24M – – –
CAPTRUST Financial Advisors
295
CAPTRUST Financial Advisors
North Carolina
$1.24M +$103K +2,273 +9%
TNA
296
True North Advisors
Texas
$1.24M -$42.2K -930 -3%
LCAM
297
London & Capital Asset Management
United Kingdom
$1.22M +$1.22M +26,965 New
HF
298
HRT Financial
New York
$1.19M +$884K +19,495 +291%
TIM
299
Tortoise Investment Management
New York
$1.15M -$23.5K -518 -2%
PP
300
Prosperity Planning
Missouri
$1.13M +$544 +12 +0%
10 11
12
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