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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 %
PIA
451
Pinion Investment Advisors
Kansas
$231K +$20.5K +435 +10%
TA
452
TrueWealth Advisors
Alabama
$231K -$55.6K -1,177 -19%
TW
453
Transform Wealth
Colorado
$228K +$16.8K +356 +8%
GLA
454
Good Life Advisors
Pennsylvania
$228K +$228K +4,828 New
AFP
455
Alpha Financial Partners
Kentucky
$226K +$226K +4,783 New
EFG
456
Ehrlich Financial Group
California
$226K +$226K +4,783 New
COCM
457
Charter Oak Capital Management
New Hampshire
$219K -$7.46K -158 -3%
Citadel Advisors
458
Citadel Advisors
Florida
$217K +$217K +4,604 New
SP
459
Successful Portfolios
Florida
$214K +$214K +4,528 New
TCPW
460
Twin City Private Wealth
North Carolina
$211K +$211K +4,465 New
JLBC
461
J.L. Bainbridge & Co
Florida
$210K +$210K +4,445 New
CJ
462
Caitlin John
Michigan
$210K -$411 -9 -0.2%
PFP
463
Pinnacle Financial Partners
Tennessee
$209K -$36.1K -765 -15%
LSAG
464
Lake Street Advisors Group
New Hampshire
$207K +$207K +4,389 New
MA
465
MONECO Advisors
Connecticut
$205K +$205K +4,337 New
LIG
466
Lokken Investment Group
Delaware
$202K +$202K +4,283 New
BFPW
467
BOK Financial Private Wealth
Colorado
$186K – – –
RCM
468
Raleigh Capital Management
North Carolina
$181K +$5.29K +112 +3%
CPA
469
Cardiff Park Advisors
California
$167K +$1.18K +25 +0.7%
HGERS
470
Householder Group Estate & Retirement Specialist
Arizona
$155K -$13.5K -286 -8%
CA
471
Clearstead Advisors
Ohio
$149K – – –
William Blair & Company
472
William Blair & Company
Illinois
$145K -$49.1K -1,040 -25%
WFA
473
Wells Financial Advisors
Massachusetts
$139K -$905K -19,180 -87%
PA
474
Pineridge Advisors
Missouri
$137K +$23.2K +491 +20%
CPG
475
Cornerstone Planning Group
New Jersey
$128K -$89.3K -1,943 -41%
17 18
19
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