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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

576 hedge funds and large institutions have $15.9B invested in Vanguard Mortgage-Backed Securities ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 257 increasing their positions, 169 reducing their positions, and 54 closing their positions.

Holders
576
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
8.35%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.62%
New
65
Increased
257
Reduced
169
Closed
54
Calls
$27K
Puts
$1.31M
Net Calls
-$1.28M
Net Calls Change
-$2.39M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.16B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$455M
3
Jane Street
3
Jane Street
New York
$57.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$842M
5
FIB
5
First Interstate Bank
Montana
$37.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.95B
2
Morgan Stanley
2
Morgan Stanley
New York
$184M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$284M
4
MIS
4
Morningstar Investment Services
Illinois
$134M
5
AWM
5
AE Wealth Management
Kansas
$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOH
26
Bank of Hawaii
Hawaii
$56.6M +$4.64M +101,634 +9%
Victory Capital Management
27
Victory Capital Management
Texas
$54.4M -$2.9M -63,605 -5%
UBS Group
28
UBS Group
Switzerland
$53.5M -$782K -17,149 -1%
VA
29
Valmark Advisers
Ohio
$52.7M +$1.65M +36,136 +3%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$51.6M +$1.03M +22,690 +2%
AIA
31
Ally Invest Advisors
North Carolina
$48.1M +$1.23M +27,069 +3%
EWM
32
Executive Wealth Management
Michigan
$45.8M +$4.25M +94,000 +10%
AWM
33
AE Wealth Management
Kansas
$38.8M -$67M -1,468,705 -63%
BIA
34
Bell Investment Advisors
California
$38.8M +$656K +14,384 +2%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$38M +$17.8M +390,754 +88%
CFIA
36
Cantor Fitzgerald Investment Advisors
New York
$37.9M -$264K -5,783 -0.7%
FIB
37
First Interstate Bank
Montana
$37.6M +$37.6M +824,094 New
AA
38
Advisory Alpha
Michigan
$37.3M +$11.6M +255,158 +45%
Mitsubishi UFJ Asset Management
39
Mitsubishi UFJ Asset Management
Japan
$37.2M -$348K -7,700 -0.9%
Allspring Global Investments
40
Allspring Global Investments
North Carolina
$36.6M – – –
Citadel Advisors
41
Citadel Advisors
Florida
$35.3M +$34.7M +759,856 +5,043%
1832 Asset Management
42
1832 Asset Management
Ontario, Canada
$35.3M +$409K +8,965 +1%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$34.5M +$1.52M +33,220 +5%
Truist Financial
44
Truist Financial
North Carolina
$32.4M +$2.81M +61,685 +10%
Osaic Holdings
45
Osaic Holdings
Arizona
$30.3M -$57.2M -1,253,494 -65%
FFB
46
First Financial Bankshares
Texas
$30M +$2.78M +60,868 +10%
AI
47
Atria Investments
North Carolina
$28.5M -$1.61M -35,388 -5%
HighTower Advisors
48
HighTower Advisors
Illinois
$28.3M -$398K -8,716 -1%
AF
49
Allworth Financial
California
$26.1M -$426K -9,345 -2%
SFA
50
Sequoia Financial Advisors
Ohio
$24.4M +$2.32M +50,905 +11%
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