VMBS icon

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 %
BAM
426
Belpointe Asset Management
Nevada
$317K -$49.3K -1,053 -13%
TPA
427
Trivium Point Advisory
Connecticut
$313K +$72.3K +1,595 +30%
RFG
428
REAP Financial Group
Texas
$311K -$15.6K -345 -5%
TW
429
Transform Wealth
Colorado
$309K +$89.7K +1,979 +41%
LIA
430
LBMC Investment Advisors
Tennessee
$307K – – –
SW
431
Simplicity Wealth
New Jersey
$306K -$4.98M -109,767 -94%
GC
432
Guidance Capital
Kentucky
$303K +$19.3K +425 +7%
AL
433
ACAS LLC
California
$302K -$229 -5 -0.1%
MW
434
Maia Wealth
Colorado
$300K +$300K +6,578 New
BWAM
435
Boyd Watterson Asset Management
Ohio
$299K -$19.8K -436 -6%
IAS
436
Insigneo Advisory Services
Florida
$297K +$48.4K +1,068 +20%
SWM
437
Spire Wealth Management
Virginia
$295K -$32.1K -707 -10%
FWM
438
FLP Wealth Management
Arkansas
$294K +$294K +6,477 New
NW
439
NewEdge Wealth
Pennsylvania
$293K +$293K +6,457 New
BC
440
Barrett & Company
Rhode Island
$293K +$1.22K +27 +0.4%
SWP
441
Strategic Wealth Partners
Ohio
$292K +$7.97K +175 +3%
LSAG
442
Lake Street Advisors Group
New Hampshire
$291K +$92.1K +2,031 +46%
WCFA
443
Walkner Condon Financial Advisors
Wisconsin
$283K -$29.7K -654 -9%
PFP
444
Pinnacle Financial Partners
Tennessee
$278K +$77.3K +1,704 +38%
CAG
445
Csenge Advisory Group
Florida
$277K -$686K -15,121 -71%
William Blair & Company
446
William Blair & Company
Illinois
$269K +$130K +2,865 +93%
FTS
447
Fifth Third Securities
Ohio
$268K -$71.3K -1,572 -21%
KWA
448
Kingswood Wealth Advisors
California
$265K +$265K +5,834 New
AFG
449
Atomi Financial Group
New York
$258K +$29.7K +654 +13%
CYG
450
Clean Yield Group
Vermont
$256K -$10.9K -240 -4%
16 17
18
19 20