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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 %
HAS
401
HBW Advisory Services
California
$282K – – –
TCWA
402
Turtle Creek Wealth Advisors
Texas
$279K +$279K +6,120 New
FFA
403
Farther Finance Advisors
California
$277K +$5.52K +122 +2%
DFA
404
DHK Financial Advisors
New Hampshire
$275K -$54.6K -1,196 -17%
AFA
405
AA Financial Advisors
Ohio
$275K +$22K +482 +9%
EWA
406
Exencial Wealth Advisors
Oklahoma
$273K -$66.9K -1,467 -20%
BAM
407
Belpointe Asset Management
Nevada
$270K +$28.5K +624 +12%
SI
408
Stephens Inc
Arkansas
$270K +$270K +5,911 New
PP
409
Patten & Patten
Tennessee
$259K +$259K +5,680 New
HIP
410
HUB Investment Partners
Texas
$258K -$82.5K -1,808 -24%
GC
411
Gilbert & Cook
Iowa
$257K +$17.6K +385 +7%
LFG
412
Lockerman Financial Group
California
$257K +$7.39K +162 +3%
PFG
413
Pacific Financial Group
Washington
$257K +$13.4K +294 +6%
FLA
414
Financial Life Advisors
Texas
$256K -$10.3K -225 -4%
IWC
415
Integrated Wealth Concepts
Massachusetts
$256K -$116K -2,549 -31%
TTWM
416
TCV Trust & Wealth Management
Virginia
$248K -$42.6K -935 -15%
CPG
417
Cornerstone Planning Group
New Jersey
$244K -$90K -2,011 -27%
DP
418
Dearborn Partners
Illinois
$240K – – –
VCM
419
Verde Capital Management
Michigan
$240K -$25.2K -552 -10%
TA
420
TrueWealth Advisors
Alabama
$240K -$12.6K -277 -5%
CI
421
CPR Investments
Michigan
$237K +$237K +5,199 New
PFP
422
Pinnacle Financial Partners
Tennessee
$237K -$26.6K -583 -10%
BL
423
BCWM LLC
Kansas
$237K – – –
LSA
424
Lion Street Advisors
Texas
$234K – – –
Lido Advisors
425
Lido Advisors
California
$233K +$233K +5,104 New
15 16
17
18 19