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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 %
FLPIM
401
F.L. Putnam Investment Management
Massachusetts
$287K -$28.8K -635 -9%
UAG
402
United Advisor Group
Ohio
$283K +$283K +6,239 New
MWM
403
Modern Wealth Management
Kansas
$279K +$279K +6,154 New
TCWA
404
Turtle Creek Wealth Advisors
Texas
$278K – – –
CYG
405
Clean Yield Group
Vermont
$277K -$27.2K -600 -9%
TA
406
TrueWealth Advisors
Alabama
$275K +$37K +816 +16%
BAM
407
Belpointe Asset Management
Nevada
$274K +$5.36K +118 +2%
HIP
408
HUB Investment Partners
Texas
$271K +$14.6K +321 +6%
TC
409
Trilogy Capital
California
$270K -$165K -3,627 -38%
FC
410
FCA Corp
Texas
$269K +$269K +5,931 New
TTWM
411
TCV Trust & Wealth Management
Virginia
$268K +$20.5K +452 +8%
SWM
412
Spire Wealth Management
Virginia
$267K -$1.04M -22,899 -80%
VFPW
413
Vantage Financial Partners (Wisconsin)
Wisconsin
$265K -$126K -2,781 -32%
Qube Research & Technologies (QRT)
414
Qube Research & Technologies (QRT)
United Kingdom
$256K +$256K +5,630 New
PFG
415
Pacific Financial Group
Washington
$254K -$1.54K -34 -0.6%
FLA
416
Financial Life Advisors
Texas
$251K -$3.95K -87 -2%
PP
417
Patten & Patten
Tennessee
$251K -$7.13K -157 -3%
MCM
418
Mainstay Capital Management
Michigan
$249K -$127K -2,796 -34%
GC
419
Guidance Capital
Kentucky
$240K +$240K +5,182 New
Corient Private Wealth
420
Corient Private Wealth
Florida
$236K -$64.4K -1,419 -21%
PFP
421
Pinnacle Financial Partners
Tennessee
$236K – – –
GC
422
Gilbert & Cook
Iowa
$234K -$22.4K -493 -9%
PW
423
Peninsula Wealth
California
$233K -$308K -6,688 -57%
WS
424
Wedbush Securities
California
$231K +$231K +5,082 New
CIS
425
Continental Investors Services
Washington
$231K +$231K +5,078 New
15 16
17
18 19