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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 %
MWM
426
Modern Wealth Management
Kansas
$280K -$10.7K -227 -4%
CYG
427
Clean Yield Group
Vermont
$278K -$9.44K -200 -3%
VFPW
428
Vantage Financial Partners (Wisconsin)
Wisconsin
$278K +$2.31K +49 +0.8%
FLPIM
429
F.L. Putnam Investment Management
Massachusetts
$277K -$21.3K -452 -7%
GC
430
Gilbert & Cook
Iowa
$276K +$33K +700 +14%
FCI
431
Financial Counselors Inc
Kansas
$271K +$271K +5,743 New
EWA
432
Exencial Wealth Advisors
Oklahoma
$268K +$53.3K +1,130 +25%
CIS
433
Continental Investors Services
Washington
$267K +$27.4K +581 +11%
HIP
434
HUB Investment Partners
Texas
$262K -$20.3K -429 -7%
DFG
435
Delta Financial Group
New Jersey
$262K -$53.6K -1,138 -17%
FLA
436
Financial Life Advisors
Texas
$261K – – –
PP
437
Patten & Patten
Tennessee
$261K – – –
PFG
438
Pacific Financial Group
Washington
$259K -$5.19K -110 -2%
IAS
439
Insigneo Advisory Services
Florida
$259K +$56.6K +1,198 +28%
WANY
440
Wealthspire Advisors (New York)
New York
$257K +$257K +5,452 New
TTWM
441
TCV Trust & Wealth Management
Virginia
$257K -$21.3K -452 -8%
PWS
442
Proactive Wealth Strategies
Georgia
$257K +$257K +5,454 New
PTC
443
Private Trust Company
Ohio
$256K +$79.9K +1,693 +45%
NL
444
NWAM LLC
Washington
$243K +$243K +5,149 New
BOSSRA
445
B.O.S.S. Retirement Advisors
Utah
$243K +$243K +5,137 New
TPA
446
Trivium Point Advisory
Connecticut
$242K +$242K +5,314 New
AIC
447
Archer Investment Corporation
Indiana
$239K +$43K +911 +22%
SPIA
448
Steward Partners Investment Advisory
New York
$239K +$29.6K +626 +14%
IAN
449
Integrated Advisors Network
Texas
$238K -$1.56K -33 -0.7%
AFG
450
Atomi Financial Group
New York
$238K +$238K +5,041 New
16 17
18
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