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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 %
GL
326
Graypoint LLC
New York
$672K +$156K +3,310 +30%
WWM
327
Western Wealth Management
Colorado
$665K +$259K +5,478 +64%
PFG
328
Peterson Financial Group
Iowa
$664K -$58.1K -1,230 -8%
ATC
329
Argent Trust Co
Tennessee
$652K -$272K -5,765 -29%
AWA
330
Arete Wealth Advisors
Illinois
$649K -$369K -7,839 -36%
SWP
331
Stratos Wealth Partners
Ohio
$647K -$371K -7,848 -36%
AAS
332
Ameritas Advisory Services
Nebraska
$646K +$17.4K +368 +3%
PJSIMP
333
P.J. Schmidt Investment Management (PJS)
Wisconsin
$634K +$17.1K +363 +3%
ASN
334
Advisory Services Network
Georgia
$616K – – –
MW
335
Marcum Wealth
Ohio
$610K -$135K -2,853 -18%
SAM
336
Seelaus Asset Management
New Jersey
$601K +$110K +2,325 +22%
IA
337
IFP Advisors
Florida
$601K +$372K +7,881 +163%
KWM
338
Kingsview Wealth Management
Oregon
$600K +$600K +12,709 New
LFAS
339
Level Four Advisory Services
Texas
$590K +$114K +2,488 +24%
SRC
340
Shufro Rose & Co
New York
$578K – – –
VCP
341
Verus Capital Partners
Arizona
$577K -$477K -10,095 -45%
Koshinski Asset Management
342
Koshinski Asset Management
Illinois
$571K +$283 +6 +0%
Corient Private Wealth
343
Corient Private Wealth
Florida
$567K +$322K +6,822 +131%
CA
344
Continuum Advisory
Idaho
$567K +$93.5K +2,051 +20%
LJAC
345
L.J. Altfest & Co
New York
$565K -$272K -5,753 -32%
EWA
346
EP Wealth Advisors
California
$559K -$190K -4,020 -25%
WIA
347
World Investment Advisors
California
$557K +$211K +4,467 +61%
UAG
348
United Advisor Group
Ohio
$550K +$255K +5,405 +87%
FFA
349
Farther Finance Advisors
California
$546K +$1.18K +25 +0.2%
CA
350
Cambridge Advisors
Nebraska
$529K – – –
12 13
14
15 16