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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
Charles Schwab
California
$6.41B
2
Bank of America
Bank of America
North Carolina
$3.04B
3
Wells Fargo
Wells Fargo
California
$157M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$868M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$309M

Top Sellers

1
RVPG
Relative Value Partners Group
$0
2
Jane Street
Jane Street
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
SFA
Sequoia Financial Advisors
Ohio
$3.48M
5
CC
Courier Capital
New York
$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
326
Csenge Advisory Group
Florida
$541K +$56.3K +1,239 +12%
OBWG
327
Onyx Bridge Wealth Group
New York
$537K -$3.85M -84,699 -88%
PAS
328
Park Avenue Securities
New York
$530K +$106K +2,329 +25%
EAM
329
Eagle Asset Management
Florida
$528K -$26.9K -600 -5%
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$526K +$114K +2,513 +28%
FFA
331
Farther Finance Advisors
California
$518K +$242K +5,396 +88%
CA
332
Cambridge Advisors
Nebraska
$509K – – –
GL
333
Graypoint LLC
New York
$496K – – –
SGI
334
Summit Global Investments
Utah
$494K -$6.58K -145 -1%
VC
335
Veery Capital
Delaware
$492K -$56.7K -1,250 -10%
BWP
336
Balboa Wealth Partners
Arizona
$490K +$490K +10,786 New
AWE
337
Avidian Wealth Enterprises
Texas
$484K +$91.3K +2,012 +23%
SAM
338
Seelaus Asset Management
New Jersey
$472K +$472K +10,397 New
LFAS
339
Level Four Advisory Services
Texas
$472K -$133K -2,928 -22%
CA
340
Continuum Advisory
Idaho
$471K +$17.3K +382 +4%
EH
341
Equitable Holdings
New York
$469K +$40.9K +900 +10%
SEP
342
Southland Equity Partners
Missouri
$468K +$5.45K +120 +1%
LAS
343
Lloyd Advisory Services
Georgia
$455K +$455K +10,028 New
CAS
344
Coppell Advisory Solutions
Texas
$453K +$453K +9,984 New
KFS
345
Kelly Financial Services
Massachusetts
$446K +$11.8K +259 +3%
RFG
346
REAP Financial Group
Texas
$446K -$550K -12,125 -55%
IP
347
Ignite Planners
California
$440K -$31.5K -692 -7%
LWM
348
LongView Wealth Management
Georgia
$440K -$23.1K -508 -5%
EWM
349
Empirical Wealth Management
Washington
$439K +$151K +3,318 +52%
RFN
350
Redwood Financial Network
Ohio
$432K -$15.8K -349 -4%
12 13
14
15 16