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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
Wells Fargo
California
$377M
2
Bank of America
Bank of America
North Carolina
$3.26B
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$95.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$405M
5
RJA
Raymond James & Associates
Florida
$162M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$5.7B
2
MG
Mather Group
Illinois
$6.95M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$7.19M
4
AT
American Trust
Kentucky
$0
5
Morgan Stanley
Morgan Stanley
New York
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
351
Laird Norton Wetherby Wealth Management
California
$524K -$59.6K -1,262 -10%
AWE
352
Avidian Wealth Enterprises
Texas
$512K +$8.92K +189 +2%
SGI
353
Summit Global Investments
Utah
$511K -$2.98K -63 -0.6%
LIA
354
LifePlan Investment Advisors
North Carolina
$509K +$98.3K +2,082 +24%
BWP
355
Balboa Wealth Partners
Arizona
$505K -$4.01K -85 -0.8%
AAM
356
Advisors Asset Management
Colorado
$503K +$181K +3,831 +56%
LA
357
Lifeworks Advisors
Michigan
$500K +$500K +10,595 New
SEP
358
Southland Equity Partners
Missouri
$492K +$5.48K +116 +1%
PI
359
PFG Investments
New York
$491K +$491K +10,405 New
IP
360
Ignite Planners
California
$490K +$33.4K +708 +7%
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$486K -$60.7K -1,286 -11%
TPI
362
Trust Point Inc
Wisconsin
$482K +$94.1K +1,993 +24%
LFG
363
Larson Financial Group
Missouri
$480K +$65.8K +1,394 +16%
LAS
364
Lloyd Advisory Services
Georgia
$478K +$4.91K +104 +1%
ACM
365
Absolute Capital Management
Pennsylvania
$471K +$159K +3,368 +51%
PAS
366
Park Avenue Securities
New York
$468K -$82.7K -1,753 -15%
HH
367
Hilltop Holdings
Texas
$466K +$466K +9,873 New
KFS
368
Kelly Financial Services
Massachusetts
$465K +$1.51K +32 +0.3%
LWM
369
LongView Wealth Management
Georgia
$464K +$7.13K +151 +2%
CAS
370
Coppell Advisory Solutions
Texas
$463K -$9.37K -198 -2%
EH
371
Equitable Holdings
New York
$452K -$36.4K -772 -7%
BBA
372
Braun-Bostich & Associates
Pennsylvania
$442K -$211K -4,473 -32%
OC
373
Oppenheimer & Co
New York
$435K -$191K -4,044 -31%
TCM
374
Tran Capital Management
California
$433K – – –
WT
375
Whittier Trust
California
$428K – – –
13 14
15
16 17