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

Top Sellers

1
Charles Schwab
Charles Schwab
California
$5.23B
2
MIS
Morningstar Investment Services
Illinois
$21.8M
3
BOH
Bank of Hawaii
Hawaii
$42.5M
4
Wells Fargo
Wells Fargo
California
$320M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
$512M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
301
Stephens Inc
Arkansas
$1.13M +$92.3K +2,035 +9%
SWP
302
Stratos Wealth Partners
Ohio
$1.12M +$502K +11,066 +81%
TA
303
TFB Advisors
Kansas
$1.1M -$6.76K -149 -0.6%
ASN
304
Advisory Services Network
Georgia
$1.09M +$475K +10,471 +77%
KSWA
305
Kathleen S. Wright Associates
Pennsylvania
$1.06M +$5.8K +128 +0.6%
AWM
306
Accel Wealth Management
Iowa
$1.04M +$170K +3,739 +19%
CAL
307
Capital Analysts LLC
Pennsylvania
$1M -$62.3K -1,374 -6%
BBA
308
BLB&B Advisors
Pennsylvania
$980K – – –
HWM
309
Hohimer Wealth Management
Washington
$950K -$214K -4,723 -18%
MWM
310
Merriman Wealth Management
Washington
$933K -$23.9K -528 -3%
DW30
311
Drucker Wealth 3.0
New Jersey
$932K -$304K -6,702 -25%
FPAS
312
Focus Partners Advisor Solutions
Missouri
$928K +$928K +20,463 New
DI
313
Disciplined Investments
Oklahoma
$922K +$85.4K +1,884 +10%
GRP
314
Global Retirement Partners
California
$915K +$95.6K +2,108 +12%
MWM
315
Modera Wealth Management
New Jersey
$885K +$885K +19,509 New
SFP
316
Strategic Financial Partners
Oregon
$880K -$139K -3,059 -14%
ATS
317
Ashton Thomas Securities
New York
$873K -$71.1K -1,568 -8%
TPWA
318
TRUE Private Wealth Advisors
Oregon
$867K +$867K +19,132 New
GWM
319
Geneos Wealth Management
Colorado
$862K -$907 -20 -0.1%
TCMP
320
Thrive Capital Management (Pennsylvania)
Pennsylvania
$858K +$107K +2,370 +14%
SIMG
321
Sonora Investment Management Group
Arizona
$847K +$181 +4 +0%
RT
322
Rockland Trust
Massachusetts
$835K +$188K +4,151 +29%
GFPC
323
Global Financial Private Client
Florida
$801K +$20.4K +449 +3%
LNWWM
324
Laird Norton Wetherby Wealth Management
California
$786K +$282K +6,221 +56%
MCM
325
MAI Capital Management
Ohio
$782K +$782K +17,256 New
11 12
13
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