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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 %
Bank of Nova Scotia
351
Bank of Nova Scotia
Ontario, Canada
$633K -$16.9M -374,200 -96%
PJSIMP
352
P.J. Schmidt Investment Management (PJS)
Wisconsin
$609K – – –
SWTS
353
Stonehaven Wealth & Tax Solutions
Wisconsin
$608K +$608K +13,420 New
CA
354
Continuum Advisory
Idaho
$608K +$44.6K +984 +8%
SAM
355
Seelaus Asset Management
New Jersey
$606K +$29.2K +643 +5%
T
356
Transce3nd
Texas
$583K +$583K +12,866 New
LFAS
357
Level Four Advisory Services
Texas
$583K -$998 -22 -0.2%
LIA
358
LifePlan Investment Advisors
North Carolina
$579K +$90.8K +2,003 +19%
PFM
359
Potomac Fund Management
Florida
$554K +$554K +12,212 New
VCP
360
Verus Capital Partners
Arizona
$546K -$8.16K -180 -1%
TPW
361
Transatlantique Private Wealth
New York
$545K -$155K -3,415 -22%
FFA
362
Farther Finance Advisors
California
$536K +$11.7K +259 +2%
IWC
363
Integrated Wealth Concepts
Massachusetts
$532K +$162K +3,564 +44%
BWP
364
Balboa Wealth Partners
Arizona
$529K +$43.4K +958 +9%
ACM
365
Absolute Capital Management
Pennsylvania
$521K +$68.9K +1,518 +15%
WANY
366
Wealthspire Advisors (New York)
New York
$510K +$263K +5,800 +106%
SGI
367
Summit Global Investments
Utah
$509K +$18.2K +401 +4%
CA
368
Cambridge Advisors
Nebraska
$508K – – –
IP
369
Ignite Planners
California
$507K +$37.4K +826 +8%
AW
370
Alteri Wealth
California
$498K +$498K +10,988 New
Fidelity Investments
371
Fidelity Investments
Massachusetts
$490K -$220K -4,847 -31%
LA
372
Lifeworks Advisors
Michigan
$488K +$7.75K +171 +2%
PAS
373
Park Avenue Securities
New York
$482K +$32.1K +708 +7%
TPI
374
Trust Point Inc
Wisconsin
$480K +$17.1K +377 +4%
SEP
375
Southland Equity Partners
Missouri
$476K +$3.85K +85 +0.8%
13 14
15
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