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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 %
CIS
451
Continental Investors Services
Washington
$256K +$407 +9 +0.2%
PWS
452
Proactive Wealth Strategies
Georgia
$256K +$8.84K +195 +4%
Qube Research & Technologies (QRT)
453
Qube Research & Technologies (QRT)
United Kingdom
$252K +$159K +3,502 +170%
FLA
454
Financial Life Advisors
Texas
$251K – – –
LRWM
455
Lord & Richards Wealth Management
Colorado
$251K +$251K +5,534 New
PSFG
456
Park Square Financial Group
Georgia
$250K +$250K +5,514 New
HIP
457
HUB Investment Partners
Texas
$249K -$3.08K -68 -1%
PFG
458
Pacific Financial Group
Washington
$248K -$725 -16 -0.3%
TTWM
459
TCV Trust & Wealth Management
Virginia
$247K – – –
FLPIM
460
F.L. Putnam Investment Management
Massachusetts
$246K -$19.8K -437 -7%
CIC
461
Cutler Investment Counsel
Oregon
$245K -$96.2K -2,122 -28%
AA
462
Armis Advisers
Georgia
$245K +$245K +5,405 New
KFS
463
Kelly Financial Services
Massachusetts
$240K -$206K -4,547 -46%
IA
464
IFG Advisory
Georgia
$239K +$239K +5,281 New
PP
465
Patten & Patten
Tennessee
$237K -$13.6K -300 -5%
EWA
466
Exencial Wealth Advisors
Oklahoma
$235K -$22.6K -499 -9%
FA
467
FSA Advisors
Michigan
$230K -$527K -11,616 -70%
YIM
468
Yoffe Investment Management
Pennsylvania
$229K +$229K +5,051 New
SP
469
Successful Portfolios
Florida
$229K +$23.3K +513 +11%
NL
470
NWAM LLC
Washington
$223K -$10.7K -236 -5%
TA
471
TrueWealth Advisors
Alabama
$223K +$997 +22 +0.4%
SC
472
Savant Capital
Illinois
$223K +$223K +4,912 New
AIC
473
Archer Investment Corporation
Indiana
$222K -$7.57K -167 -3%
EFG
474
Ehrlich Financial Group
California
$220K +$2.68K +59 +1%
LFG
475
Lockerman Financial Group
California
$218K -$76.3K -1,683 -26%
17 18
19
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