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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 %
GVAG
326
Great Valley Advisor Group
Delaware
$782K -$103K -2,279 -12%
NCFG
327
New Century Financial Group
New Jersey
$781K +$21.4K +472 +3%
CB
328
Centennial Bank
Arkansas
$779K +$672K +14,812 +628%
AWA
329
Arete Wealth Advisors
Illinois
$764K +$139K +3,070 +22%
MOS
330
MGO One Seven
Ohio
$752K +$752K +16,593 New
SWP
331
Sagespring Wealth Partners
Tennessee
$747K +$747K +16,477 New
HP
332
HT Partners
Connecticut
$732K -$55.6K -1,226 -7%
PFG
333
PAX Financial Group
Texas
$730K -$35.6K -786 -5%
FAIM
334
Financial Advocates Investment Management
Washington
$725K +$56.1K +1,237 +8%
Q1WB
335
Quest 10 Wealth Builders
Virginia
$718K +$718K +15,830 New
LJAC
336
L.J. Altfest & Co
New York
$716K +$174K +3,835 +32%
SPC
337
Sigma Planning Corp
Michigan
$706K +$4.72K +104 +0.7%
MWM
338
Maripau Wealth Management
Indiana
$702K -$96.5K -2,129 -12%
WEG
339
World Equity Group
Illinois
$699K +$699K +15,414 New
VCM
340
Versant Capital Management
Arizona
$698K +$698K +15,384 New
AAM
341
Advisors Asset Management
Colorado
$690K +$207K +4,558 +43%
KA
342
Kovack Advisors
Florida
$688K +$8.07K +178 +1%
MW
343
Marcum Wealth
Ohio
$679K +$92.6K +2,043 +16%
IA
344
Inspire Advisors
Idaho
$669K -$50.5K -1,113 -7%
LWAM
345
Legacy Wealth Asset Management
Minnesota
$657K -$3.99K -88 -0.6%
RI
346
Ridgewood Investments
New Jersey
$651K -$44.6K -984 -6%
BBA
347
Braun-Bostich & Associates
Pennsylvania
$647K +$222K +4,905 +52%
GL
348
Graypoint LLC
New York
$645K -$771 -17 -0.1%
ACP
349
Aveo Capital Partners
Colorado
$643K -$17.5K -385 -3%
AAS
350
Ameritas Advisory Services
Nebraska
$642K +$21.6K +477 +3%
12 13
14
15 16