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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 %
EWA
376
Etesian Wealth Advisors
Oregon
$425K +$425K +9,003 New
LAM
377
LifePro Asset Management
California
$421K +$47 +1 +0%
RFN
378
Redwood Financial Network
Ohio
$418K -$31.3K -662 -7%
NS
379
NBC Securities
Alabama
$411K -$15.8K -334 -4%
CC
380
Cultivar Capital
Texas
$404K – – –
WWM
381
WT Wealth Management
Arizona
$403K -$320K -6,883 -44%
MWP
382
Meridian Wealth Partners
Pennsylvania
$401K – – –
BPA
383
Beacon Pointe Advisors
California
$396K +$2.64K +56 +0.7%
SJL
384
Shayne & Jacobs LLC
Tennessee
$396K +$29.7K +630 +8%
RIM
385
Redwood Investment Management
Arizona
$390K +$3.16K +67 +0.8%
IWC
386
Integrated Wealth Concepts
Massachusetts
$386K +$84.6K +1,793 +28%
P
387
Pitcairn
Pennsylvania
$377K – – –
WMA
388
West Michigan Advisors
Michigan
$373K +$373K +7,903 New
MWM
389
Mission Wealth Management
California
$371K -$7.6K -161 -2%
BAM
390
Belpointe Asset Management
Nevada
$370K +$84.4K +1,788 +30%
BBNA
391
Bremer Bank National Association
Minnesota
$362K – – –
RCAG
392
Rehmann Capital Advisory Group
Michigan
$362K +$236 +5 +0.1%
CIC
393
Cutler Investment Counsel
Oregon
$356K -$72.7K -1,539 -17%
EIP
394
Ellis Investment Partners
Pennsylvania
$355K +$355K +7,512 New
Franklin Resources
395
Franklin Resources
California
$354K +$7.66K +165 +2%
FTS
396
Fifth Third Securities
Ohio
$354K -$88.8K -1,880 -20%
BJL
397
Brighton Jones LLC
Washington
$353K – – –
DAS
398
Dynamic Advisor Solutions
Arizona
$351K +$24.9K +527 +8%
CFG
399
Cooper Financial Group
California
$349K -$63.2K -1,338 -15%
SCA
400
Snowden Capital Advisors
New York
$342K +$15.4K +327 +5%
14 15
16
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