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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

576 hedge funds and large institutions have $15.9B invested in Vanguard Mortgage-Backed Securities ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 257 increasing their positions, 169 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
8.35%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.62%
New
65
Increased
257
Reduced
169
Closed
54
Calls
$27K
Puts
$1.31M
Net Calls
-$1.28M
Net Calls Change
-$2.39M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.16B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$455M
3
Jane Street
3
Jane Street
New York
$57.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$842M
5
FIB
5
First Interstate Bank
Montana
$37.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.95B
2
Morgan Stanley
2
Morgan Stanley
New York
$184M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$284M
4
MIS
4
Morningstar Investment Services
Illinois
$134M
5
AWM
5
AE Wealth Management
Kansas
$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PW
326
Peninsula Wealth
California
$536K -$73.7K -1,616 -12%
FF
327
Farrell Financial
New York
$524K -$71.8K -1,574 -12%
ACP
328
Aveo Capital Partners
Colorado
$513K +$105K +2,352 +26%
NS
329
NBC Securities
Alabama
$511K +$29.5K +634 +6%
CA
330
Cambridge Advisors
Nebraska
$511K – – –
SGI
331
Summit Global Investments
Utah
$503K +$17.5K +384 +4%
IGWM
332
ICA Group Wealth Management
Colorado
$498K +$20.7K +453 +4%
GL
333
Graypoint LLC
New York
$498K +$183K +4,002 +58%
PJSIMP
334
P.J. Schmidt Investment Management (PJS)
Wisconsin
$492K +$102K +2,243 +26%
CAG
335
Csenge Advisory Group
Florida
$487K +$8.3K +182 +2%
MWM
336
Mission Wealth Management
California
$478K -$202K -4,428 -30%
IP
337
Ignite Planners
California
$468K -$11.9K -264 -2%
LWM
338
LongView Wealth Management
Georgia
$465K +$117K +2,562 +34%
SEP
339
Southland Equity Partners
Missouri
$464K -$5.75K -126 -1%
RFN
340
Redwood Financial Network
Ohio
$450K -$92.2K -2,022 -17%
CA
341
Continuum Advisory
Idaho
$450K -$726K -16,138 -62%
FTS
342
Fifth Third Securities
Ohio
$449K +$17.5K +383 +4%
MWM
343
Merriman Wealth Management
Washington
$443K +$21.7K +475 +5%
PCIA
344
Prime Capital Investment Advisors
Kansas
$440K +$23.9K +524 +6%
TC
345
Trilogy Capital
California
$437K +$120K +2,635 +38%
KFS
346
Kelly Financial Services
Massachusetts
$436K -$22.7K -497 -5%
EH
347
Equitable Holdings
New York
$430K -$42.2K -925 -9%
PAS
348
Park Avenue Securities
New York
$426K -$11.3M -247,024 -96%
RIM
349
Redwood Investment Management
Arizona
$423K -$54.8K -1,202 -11%
ASN
350
Advisory Services Network
Georgia
$422K -$48.8K -1,071 -10%
12 13
14
15 16