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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
Charles Schwab Investment Advisory
California
$6.16B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$455M
3
Jane Street
Jane Street
New York
$57.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$842M
5
FIB
First Interstate Bank
Montana
$37.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.95B
2
Morgan Stanley
Morgan Stanley
New York
$184M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$284M
4
MIS
Morningstar Investment Services
Illinois
$134M
5
AWM
AE Wealth Management
Kansas
$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
376
Rehmann Capital Advisory Group
Michigan
$349K -$299K -6,562 -46%
Franklin Resources
377
Franklin Resources
California
$342K +$1.87K +41 +0.5%
BJL
378
Brighton Jones LLC
Washington
$342K +$342K +7,500 New
BWAM
379
Boyd Watterson Asset Management
Ohio
$342K +$179K +3,931 +110%
AWP
380
Accretive Wealth Partners
New Jersey
$339K +$12.6K +282 +4%
SAG
381
SageView Advisory Group
California
$334K +$334K +5,849 New
LIA
382
LifePlan Investment Advisors
North Carolina
$330K +$330K +7,236 New
SCA
383
Snowden Capital Advisors
New York
$323K +$60.1K +1,317 +23%
HHRDM
384
H&H Retirement Design & Management
Nevada
$317K -$9.85K -222 -3%
FLPIM
385
F.L. Putnam Investment Management
Massachusetts
$317K -$86.7K -1,901 -21%
CCA
386
Cobblestone Capital Advisors
New York
$317K -$961K -21,068 -75%
Brown Advisory
387
Brown Advisory
Maryland
$317K -$45.5K -997 -13%
CSPIA
388
Cary Street Partners Investment Advisory
Virginia
$315K -$43.6K -955 -12%
AWM
389
Avaii Wealth Management
Wisconsin
$314K +$19.2K +422 +7%
AL
390
ACAS LLC
California
$313K +$46 +1 +0%
LIA
391
LBMC Investment Advisors
Tennessee
$308K – – –
DFG
392
Delta Financial Group
New Jersey
$306K +$306K +6,700 New
CYG
393
Clean Yield Group
Vermont
$305K -$18.2K -400 -6%
BSW
394
Buckingham Strategic Wealth
Missouri
$304K +$304K +6,661 New
Corient Private Wealth
395
Corient Private Wealth
Florida
$302K +$302K +6,615 New
EWM
396
Empirical Wealth Management
Washington
$290K +$290K +6,358 New
BC
397
Barrett & Company
Rhode Island
$290K +$91 +2 +0%
SWP
398
Strategic Wealth Partners
Ohio
$289K +$289K +6,331 New
CPIG
399
Chicago Partners Investment Group
Illinois
$288K +$288K +6,477 New
WCFA
400
Walkner Condon Financial Advisors
Wisconsin
$288K -$9.81K -215 -3%
14 15
16
17 18