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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 %
SWM
401
Spire Wealth Management
Virginia
$340K +$63.2K +1,339 +23%
RFG
402
REAP Financial Group
Texas
$340K -$123K -2,615 -27%
CWM
403
Cornerstone Wealth Management
Missouri
$338K -$37.8K -800 -10%
BWAM
404
Boyd Watterson Asset Management
Ohio
$332K -$40.1K -850 -11%
WCFA
405
Walkner Condon Financial Advisors
Wisconsin
$325K +$27.2K +577 +9%
OCM
406
Orleans Capital Management
Louisiana
$323K +$323K +6,850 New
LIA
407
LBMC Investment Advisors
Tennessee
$319K – – –
SAG
408
SageView Advisory Group
California
$319K +$319K +6,755 New
WSFS
409
Wilmington Savings Fund Society
Delaware
$319K +$319K +6,753 New
HF
410
HRT Financial
New York
$316K +$316K +6,694 New
AL
411
ACAS LLC
California
$312K – – –
PB
412
Pinnacle Bancorp
Nebraska
$311K +$3.02K +64 +1%
LFG
413
Lockerman Financial Group
California
$306K -$15.8K -334 -5%
BC
414
Barrett & Company
Rhode Island
$303K +$4.15K +88 +1%
AFA
415
AA Financial Advisors
Ohio
$302K +$1.28K +27 +0.4%
SWP
416
Strategic Wealth Partners
Ohio
$294K -$14.5K -307 -5%
RFS
417
Richardson Financial Services
Massachusetts
$293K +$110K +2,380 +60%
IWM
418
IHT Wealth Management
Illinois
$292K +$292K +6,177 New
GC
419
Guidance Capital
Kentucky
$291K +$50K +1,076 +21%
AWP
420
Accretive Wealth Partners
New Jersey
$289K -$68.5K -1,451 -19%
TCWA
421
Turtle Creek Wealth Advisors
Texas
$289K – – –
HCP
422
Hexagon Capital Partners
Arkansas
$285K -$37K -783 -11%
TC
423
Trilogy Capital
California
$284K +$2.97K +63 +1%
TSS
424
Two Sigma Securities
New York
$282K +$282K +5,975 New
RL
425
Rogco LP
Oklahoma
$281K -$110K -2,340 -28%
15 16
17
18 19