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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
1
Charles Schwab
California
$6.41B
2
Bank of America
2
Bank of America
North Carolina
$3.04B
3
Wells Fargo
3
Wells Fargo
California
$157M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$868M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$309M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
Jane Street
2
Jane Street
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
SFA
4
Sequoia Financial Advisors
Ohio
$3.48M
5
CC
5
Courier Capital
New York
$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBNA
376
Bremer Bank National Association
Minnesota
$348K -$301K -6,630 -46%
RCAG
377
Rehmann Capital Advisory Group
Michigan
$348K +$227 +5 +0.1%
AWP
378
Accretive Wealth Partners
New Jersey
$344K – – –
BJL
379
Brighton Jones LLC
Washington
$340K -$636 -14 -0.2%
Franklin Resources
380
Franklin Resources
California
$339K -$1.86K -41 -0.5%
WIA
381
World Investment Advisors
California
$333K -$52.3K -1,151 -14%
HHRDM
382
H&H Retirement Design & Management
Nevada
$328K – – –
AWM
383
Avaii Wealth Management
Wisconsin
$314K +$2K +44 +0.6%
DAS
384
Dynamic Advisor Solutions
Arizona
$314K +$314K +6,915 New
SCA
385
Snowden Capital Advisors
New York
$314K -$7.72K -170 -2%
AAM
386
Advisors Asset Management
Colorado
$310K +$145K +3,190 +88%
HCP
387
Hexagon Capital Partners
Arkansas
$310K +$154K +3,398 +99%
LFG
388
Lockerman Financial Group
California
$310K +$53.8K +1,185 +21%
LIA
389
LBMC Investment Advisors
Tennessee
$307K – – –
AL
390
ACAS LLC
California
$307K -$11.3K -243 -4%
DFG
391
Delta Financial Group
New Jersey
$304K -$182 -4 -0.1%
ACM
392
Absolute Capital Management
Pennsylvania
$300K +$92.2K +2,031 +44%
SWP
393
Strategic Wealth Partners
Ohio
$297K +$9.4K +207 +3%
PB
394
Pinnacle Bancorp
Nebraska
$296K +$81.5K +1,795 +38%
AP
395
Adero Partners
California
$295K +$295K +6,500 New
SAG
396
SageView Advisory Group
California
$290K -$334K -5,849 Closed
IWC
397
Integrated Wealth Concepts
Massachusetts
$289K +$35K +770 +14%
AFA
398
AA Financial Advisors
Ohio
$289K +$15.6K +343 +6%
BC
399
Barrett & Company
Rhode Island
$288K -$590 -13 -0.2%
WCFA
400
Walkner Condon Financial Advisors
Wisconsin
$287K +$136 +3 +0%
14 15
16
17 18