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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 %
WA
301
Westfuller Advisors
New York
$866K +$866K +18,339 New
GRP
302
Global Retirement Partners
California
$854K +$75.6K +1,602 +10%
CFG
303
Citizens Financial Group
Rhode Island
$850K -$61.3K -1,298 -7%
CSPAM
304
Cary Street Partners Asset Management
Virginia
$832K +$63.7K +1,350 +8%
MWM
305
Maripau Wealth Management
Indiana
$831K -$90.5K -1,917 -10%
AFS
306
Annapolis Financial Services
Maryland
$829K -$222K -4,703 -21%
HP
307
HT Partners
Connecticut
$820K +$20.7K +439 +3%
GFPC
308
Global Financial Private Client
Florida
$812K – – –
PFG
309
PAX Financial Group
Texas
$797K -$151K -3,194 -16%
NCFG
310
New Century Financial Group
New Jersey
$793K +$53.1K +1,124 +7%
FA
311
FSA Advisors
Michigan
$781K -$76.1K -1,624 -9%
TCMP
312
Thrive Capital Management (Pennsylvania)
Pennsylvania
$781K +$82.1K +1,738 +12%
WB
313
WesBanco Bank
West Virginia
$776K +$19.8K +420 +3%
TWM
314
Tolleson Wealth Management
Texas
$751K – – –
IA
315
Inspire Advisors
Idaho
$749K +$140K +2,975 +23%
P
316
&Partners
Tennessee
$748K +$748K +16,231 New
Fidelity Investments
317
Fidelity Investments
Massachusetts
$739K +$108K +2,297 +17%
SPC
318
Sigma Planning Corp
Michigan
$730K +$43.2K +916 +6%
TPW
319
Transatlantique Private Wealth
New York
$728K -$1.86M -39,323 -72%
RI
320
Ridgewood Investments
New Jersey
$724K +$7.98K +169 +1%
KA
321
Kovack Advisors
Florida
$708K +$28K +594 +4%
FAIM
322
Financial Advocates Investment Management
Washington
$696K +$897 +19 +0.1%
LWAM
323
Legacy Wealth Asset Management
Minnesota
$688K -$12.2K -258 -2%
ACP
324
Aveo Capital Partners
Colorado
$687K +$88.3K +1,870 +15%
RT
325
Rockland Trust
Massachusetts
$673K -$41.4K -877 -6%
11 12
13
14 15