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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 %
TWM
301
Tolleson Wealth Management
Texas
$723K – – –
EWA
302
EP Wealth Advisors
California
$720K +$350K +7,715 +95%
MW
303
Marcum Wealth
Ohio
$716K -$9.85K -217 -1%
NCFG
304
New Century Financial Group
New Jersey
$712K +$712K +15,674 New
WWM
305
WT Wealth Management
Arizona
$706K -$862K -18,985 -55%
PFG
306
Peterson Financial Group
Iowa
$694K +$1.86K +41 +0.3%
RI
307
Ridgewood Investments
New Jersey
$689K +$4.4K +97 +0.6%
RT
308
Rockland Trust
Massachusetts
$687K – – –
LWAM
309
Legacy Wealth Asset Management
Minnesota
$674K +$26.7K +588 +4%
TCMP
310
Thrive Capital Management (Pennsylvania)
Pennsylvania
$672K +$672K +14,806 New
FAIM
311
Financial Advocates Investment Management
Washington
$668K -$731K -16,103 -52%
SPC
312
Sigma Planning Corp
Michigan
$661K -$13.5K -298 -2%
KA
313
Kovack Advisors
Florida
$653K -$20.3K -448 -3%
BBA
314
Braun-Bostich & Associates
Pennsylvania
$629K -$1.22M -26,852 -66%
CCM
315
Crabel Capital Management
California
$623K +$255K +5,615 +69%
ASN
316
Advisory Services Network
Georgia
$616K +$196K +4,324 +47%
Fidelity Investments
317
Fidelity Investments
Massachusetts
$606K +$30.8K +678 +5%
AAS
318
Ameritas Advisory Services
Nebraska
$605K -$65K -1,432 -10%
OC
319
Oppenheimer & Co
New York
$602K -$454K -9,999 -43%
PJSIMP
320
P.J. Schmidt Investment Management (PJS)
Wisconsin
$594K +$104K +2,292 +21%
IA
321
Inspire Advisors
Idaho
$586K -$84.6K -1,864 -13%
SRC
322
Shufro Rose & Co
New York
$578K -$31.6K -695 -5%
ACP
323
Aveo Capital Partners
Colorado
$576K +$55.8K +1,228 +11%
LNWWM
324
Laird Norton Wetherby Wealth Management
California
$562K – – –
Koshinski Asset Management
325
Koshinski Asset Management
Illinois
$551K +$323K +7,094 +142%
11 12
13
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