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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 %
IAN
426
Integrated Advisors Network
Texas
$230K +$1.32K +29 +0.6%
OWM
427
OneAscent Wealth Management
Alabama
$230K -$7.76M -170,873 -97%
SOS
428
Silver Oak Securities
Tennessee
$227K +$51.4K +1,133 +29%
OHWA
429
Oak Hill Wealth Advisors
Virginia
$226K +$226K +4,970 New
CPG
430
Cornerstone Planning Group
New Jersey
$221K -$34.7K -741 -14%
IA
431
IFP Advisors
Florida
$220K +$67.6K +1,488 +44%
COCM
432
Charter Oak Capital Management
New Hampshire
$218K – – –
Bessemer Group
433
Bessemer Group
New Jersey
$214K – – –
CJ
434
Caitlin John
Michigan
$209K – – –
CSPIA
435
Cary Street Partners Investment Advisory
Virginia
$208K -$105K -2,310 -33%
EWA
436
Exencial Wealth Advisors
Oklahoma
$207K -$65K -1,431 -24%
AOWM
437
Alpha Omega Wealth Management
Virginia
$206K – – –
PFS
438
Prospera Financial Services
Texas
$206K +$206K +4,535 New
TW
439
Transform Wealth
Colorado
$203K +$203K +4,473 New
PIA
440
Pinion Investment Advisors
Kansas
$202K +$202K +4,458 New
PCIA
441
Prime Capital Investment Advisors
Kansas
$202K -$236K -5,203 -54%
SPIA
442
Steward Partners Investment Advisory
New York
$202K +$20.3K +448 +11%
IAS
443
Insigneo Advisory Services
Florida
$200K +$200K +4,278 New
AIC
444
Archer Investment Corporation
Indiana
$189K -$17.1K -376 -8%
William Blair & Company
445
William Blair & Company
Illinois
$187K -$28.2K -621 -13%
RFS
446
Richardson Financial Services
Massachusetts
$181K +$24.3K +536 +16%
BFPW
447
BOK Financial Private Wealth
Colorado
$179K – – –
PTC
448
Private Trust Company
Ohio
$170K +$18.3K +404 +12%
RCM
449
Raleigh Capital Management
North Carolina
$169K -$863 -19 -0.5%
RIL
450
Rothschild Investment LLC
Illinois
$166K +$6.4K +141 +4%
16 17
18
19 20