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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 %
FTS
351
Fifth Third Securities
Ohio
$425K -$22.1K -487 -5%
TCM
352
Tran Capital Management
California
$417K – – –
CIC
353
Cutler Investment Counsel
Oregon
$412K -$166K -3,647 -29%
WT
354
Whittier Trust
California
$411K – – –
NS
355
NBC Securities
Alabama
$410K -$87.3K -1,925 -18%
RFP
356
RCS Financial Planning
Maryland
$405K -$1.24M -27,282 -75%
LAM
357
LifePro Asset Management
California
$405K +$23.7K +522 +6%
LFG
358
Larson Financial Group
Missouri
$398K +$370K +8,159 +1,320%
CFG
359
Cooper Financial Group
California
$397K +$34K +749 +9%
LIA
360
LifePlan Investment Advisors
North Carolina
$395K +$66.1K +1,456 +20%
WWM
361
Western Wealth Management
Colorado
$391K -$3K -66 -0.8%
CC
362
Cultivar Capital
Texas
$389K – – –
MWP
363
Meridian Wealth Partners
Pennsylvania
$385K – – –
SI
364
Stephens Inc
Arkansas
$382K +$114K +2,514 +43%
BPA
365
Beacon Pointe Advisors
California
$379K +$3.09K +68 +0.8%
RL
366
Rogco LP
Oklahoma
$376K -$5.63K -124 -1%
TPI
367
Trust Point Inc
Wisconsin
$373K +$908 +20 +0.2%
RIM
368
Redwood Investment Management
Arizona
$372K -$49K -1,080 -12%
MWM
369
Mission Wealth Management
California
$364K -$112K -2,469 -24%
P
370
Pitcairn
Pennsylvania
$363K – – –
CWM
371
Cornerstone Wealth Management
Missouri
$362K -$18.1K -398 -5%
BWAM
372
Boyd Watterson Asset Management
Ohio
$358K +$17.4K +383 +5%
AIA
373
Alternative Investment Advisors
Florida
$355K +$355K +7,823 New
FF
374
Farrell Financial
New York
$353K -$169K -3,715 -32%
SJL
375
Shayne & Jacobs LLC
Tennessee
$352K – – –
13 14
15
16 17