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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 %
LAS
376
Lloyd Advisory Services
Georgia
$466K +$6.94K +153 +2%
CL
377
Choreo LLC
Illinois
$462K +$462K +10,185 New
SPIA
378
Steward Partners Investment Advisory
New York
$458K +$228K +5,032 +99%
SW
379
SoFi Wealth
California
$453K +$453K +10,000 New
TPW
380
Talon Private Wealth
Florida
$448K +$447K +9,863 +39,452%
HH
381
Hilltop Holdings
Texas
$441K -$6.3K -139 -1%
LWM
382
LongView Wealth Management
Georgia
$435K -$10.7K -237 -2%
MWP
383
Meridian Wealth Partners
Pennsylvania
$430K +$45.5K +1,004 +12%
ATC
384
Argent Trust Co
Tennessee
$427K -$198K -4,377 -32%
AWP
385
Accretive Wealth Partners
New Jersey
$425K +$147K +3,240 +53%
AWE
386
Avidian Wealth Enterprises
Texas
$418K -$73.4K -1,619 -15%
TCM
387
Tran Capital Management
California
$416K – – –
WT
388
Whittier Trust
California
$411K – – –
USWIA
389
UP Strategic Wealth Investment Advisors
Pennsylvania
$406K +$406K +8,950 New
ATPW
390
Ashton Thomas Private Wealth
Arizona
$405K +$405K +8,934 New
RF
391
Rossby Financial
Florida
$405K +$405K +8,931 New
WWM
392
WT Wealth Management
Arizona
$393K -$680 -15 -0.2%
CC
393
Cultivar Capital
Texas
$388K – – –
DRP
394
Decker Retirement Planning
Utah
$386K +$386K +8,517 New
Corient Private Wealth
395
Corient Private Wealth
Florida
$383K -$162K -3,570 -30%
SJL
396
Shayne & Jacobs LLC
Tennessee
$380K – – –
CC
397
Copperleaf Capital
North Carolina
$379K +$379K +8,369 New
BPA
398
Beacon Pointe Advisors
California
$378K -$2.4K -53 -0.6%
WMA
399
West Michigan Advisors
Michigan
$376K +$18K +396 +5%
MWM
400
Mission Wealth Management
California
$373K +$16.5K +363 +5%
14 15
16
17 18