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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 %
TCM
351
Tran Capital Management
California
$419K -$767K -16,826 -65%
WT
352
Whittier Trust
California
$413K -$27.2K -597 -6%
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$413K +$252K +5,528 +156%
WA
354
Westfuller Advisors
New York
$403K +$403K +8,826 New
WWM
355
Western Wealth Management
Colorado
$395K +$5.43K +119 +1%
AWE
356
Avidian Wealth Enterprises
Texas
$394K -$1.86M -40,677 -82%
VFPW
357
Vantage Financial Partners (Wisconsin)
Wisconsin
$393K +$5.29K +116 +1%
CC
358
Cultivar Capital
Texas
$390K – – –
MWP
359
Meridian Wealth Partners
Pennsylvania
$387K – – –
WIA
360
World Investment Advisors
California
$387K +$67.6K +1,482 +21%
PMA
361
Prudent Man Advisors
Illinois
$384K – – –
RL
362
Rogco LP
Oklahoma
$384K -$29.6K -650 -7%
NL
363
NWAM LLC
Washington
$384K +$38.7K +862 +11%
LAM
364
LifePro Asset Management
California
$383K +$50.6K +1,110 +15%
CWM
365
Cornerstone Wealth Management
Missouri
$381K -$153K -3,358 -29%
MCM
366
Mainstay Capital Management
Michigan
$378K -$12.3K -270 -3%
BPA
367
Beacon Pointe Advisors
California
$377K -$8.62K -189 -2%
TPI
368
Trust Point Inc
Wisconsin
$374K +$29.2K +641 +8%
RJT
369
Raymond James Trust
Florida
$373K -$30.5K -669 -8%
EWA
370
EP Wealth Advisors
California
$371K +$216K +4,733 +139%
CCM
371
Crabel Capital Management
California
$369K -$420K -9,219 -53%
CFG
372
Cooper Financial Group
California
$364K +$364K +7,989 New
P
373
Pitcairn
Pennsylvania
$364K – – –
GIM
374
Goelzer Investment Management
Indiana
$360K – – –
SJL
375
Shayne & Jacobs LLC
Tennessee
$354K – – –
13 14
15
16 17