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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 %
IAN
426
Integrated Advisors Network
Texas
$230K +$1K +22 +0.4%
Koshinski Asset Management
427
Koshinski Asset Management
Illinois
$227K +$227K +4,987 New
COCM
428
Charter Oak Capital Management
New Hampshire
$219K -$170K -3,737 -44%
FM
429
Family Management
New York
$219K -$557K -12,219 -72%
William Blair & Company
430
William Blair & Company
Illinois
$216K +$20.4K +447 +10%
PB
431
Pinnacle Bancorp
Nebraska
$216K – – –
MWM
432
Modera Wealth Management
New Jersey
$215K +$215K +4,719 New
Bessemer Group
433
Bessemer Group
New Jersey
$215K +$16K +350 +8%
CJ
434
Caitlin John
Michigan
$210K – – –
ACM
435
Absolute Capital Management
Pennsylvania
$209K +$7.3K +160 +4%
MA
436
MONECO Advisors
Connecticut
$208K +$208K +4,556 New
AOWM
437
Alpha Omega Wealth Management
Virginia
$207K – – –
AIC
438
Archer Investment Corporation
Indiana
$207K +$47.1K +1,032 +29%
LSAG
439
Lake Street Advisors Group
New Hampshire
$200K -$174K -3,822 -47%
SPIA
440
Steward Partners Investment Advisory
New York
$182K -$20.5K -449 -10%
BFPW
441
BOK Financial Private Wealth
Colorado
$180K +$180K +3,937 New
SOS
442
Silver Oak Securities
Tennessee
$176K +$12.2K +268 +7%
RCM
443
Raleigh Capital Management
North Carolina
$171K -$6.07K -133 -3%
AAM
444
Advisors Asset Management
Colorado
$166K +$102K +2,236 +159%
HGERS
445
Householder Group Estate & Retirement Specialist
Arizona
$165K +$3.33K +73 +2%
JPWM
446
Jamison Private Wealth Management
Georgia
$165K +$165K +3,615 New
MA
447
Montag & Associates
Georgia
$165K -$9.12K -200 -5%
RIL
448
Rothschild Investment LLC
Illinois
$160K +$1K +22 +0.6%
CPA
449
Cardiff Park Advisors
California
$159K +$684 +15 +0.4%
OLVIG
450
Oliver Lagore Vanvalin Investment Group
Michigan
$159K -$102K -2,231 -39%
16 17
18
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