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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 %
Franklin Resources
401
Franklin Resources
California
$371K +$25.1K +553 +7%
EH
402
Equitable Holdings
New York
$370K -$63.3K -1,396 -15%
AFA
403
AA Financial Advisors
Ohio
$364K +$74.3K +1,638 +26%
RIM
404
Redwood Investment Management
Arizona
$363K -$11.4K -251 -3%
P
405
Pitcairn
Pennsylvania
$362K – – –
EWA
406
Etesian Wealth Advisors
Oregon
$362K -$46.4K -1,024 -11%
PFWA
407
Paces Ferry Wealth Advisors
Georgia
$360K +$360K +7,933 New
OCM
408
Orleans Capital Management
Louisiana
$357K +$45.5K +1,000 +15%
BJL
409
Brighton Jones LLC
Washington
$355K +$15.7K +347 +5%
HCP
410
Hexagon Capital Partners
Arkansas
$355K +$80.4K +1,774 +29%
EIP
411
Ellis Investment Partners
Pennsylvania
$352K +$11.4K +252 +3%
LFG
412
Larson Financial Group
Missouri
$352K -$109K -2,408 -24%
PB
413
Pinnacle Bancorp
Nebraska
$352K +$53K +1,168 +18%
BBNA
414
Bremer Bank National Association
Minnesota
$348K – – –
RCAG
415
Rehmann Capital Advisory Group
Michigan
$348K +$272 +6 +0.1%
GSWM
416
Golden State Wealth Management
California
$347K +$347K +7,661 New
RFN
417
Redwood Financial Network
Ohio
$339K -$62.6K -1,380 -16%
CFG
418
Cooper Financial Group
California
$336K +$408 +9 +0.1%
WWM
419
Western Wealth Management
Colorado
$336K -$303K -6,674 -47%
CAS
420
Coppell Advisory Solutions
Texas
$333K -$111K -2,451 -25%
BlackRock
421
BlackRock
New York
$332K +$332K +7,320 New
CWM
422
Cornerstone Wealth Management
Missouri
$327K +$2.72K +60 +0.8%
ACA
423
Aptus Capital Advisors
Alabama
$325K +$219K +4,832 +207%
SCA
424
Snowden Capital Advisors
New York
$323K -$5.49K -121 -2%
Carson Wealth (CWM LLC)
425
Carson Wealth (CWM LLC)
Nebraska
$320K -$147K -3,237 -31%
15 16
17
18 19