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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 %
HGERS
451
Householder Group Estate & Retirement Specialist
Arizona
$162K -$2.18K -48 -1%
AWM
452
Avior Wealth Management
Nebraska
$161K +$19.3K +425 +14%
OLVIG
453
Oliver Lagore Vanvalin Investment Group
Michigan
$160K +$1.54K +34 +1%
CPA
454
Cardiff Park Advisors
California
$160K +$1.09K +24 +0.7%
ACA
455
Aptus Capital Advisors
Alabama
$148K +$51.1K +1,126 +53%
VCM
456
Versant Capital Management
Arizona
$147K +$147K +3,247 New
CA
457
Clearstead Advisors
Ohio
$144K +$119K +2,629 +494%
MA
458
Montag & Associates
Georgia
$121K -$42.8K -942 -26%
RA
459
Rise Advisors
New York
$118K +$1.18K +26 +1%
EAM
460
Empirical Asset Management
Massachusetts
$112K +$112K +37,436 New
CA
461
CoreCap Advisors
Michigan
$111K -$14.5K -320 -12%
IAIM
462
International Assets Investment Management
Florida
$110K +$110K +2,421 New
PA
463
Pineridge Advisors
Missouri
$110K +$8.13K +179 +8%
CIAS
464
Capital Investment Advisory Services
North Carolina
$101K +$182 +4 +0.2%
RWPA
465
Richard W. Paul & Associates
Michigan
$101K +$8.72K +192 +9%
HR
466
Howe & Rusling
New York
$94.3K +$19.5K +430 +26%
WCM
467
Winthrop Capital Management
Indiana
$94K – – –
FRA
468
Front Row Advisors
California
$90.8K – – –
1IA
469
1620 Investment Advisors
Massachusetts
$89.8K +$89.8K +1,978 New
HNB
470
Huntington National Bank
Ohio
$88.3K -$12K – –
BFEC
471
Benjamin F. Edwards & Company
Missouri
$83K -$1.31K -29 -2%
TAM
472
Tucker Asset Management
Colorado
$78.3K +$39.1K +861 +100%
RWMG
473
Redwood Wealth Management Group
New Jersey
$68.1K +$68.1K +1,500 New
FWP
474
FAS Wealth Partners
Kansas
$67.9K +$67.8K +1,493 +74,650%
National Bank of Canada
475
National Bank of Canada
Quebec, Canada
$66.8K -$30.1K -661 -31%
17 18
19
20 21