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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.

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 %
UBS Group
26
UBS Group
Switzerland
$52.3M -$996K -21,935 -2%
AIA
27
Ally Invest Advisors
North Carolina
$49.6M +$1.66M +36,601 +3%
EWM
28
Executive Wealth Management
Michigan
$48.5M +$2.48M +54,678 +5%
AA
29
Advisory Alpha
Michigan
$42.9M +$5.76M +126,763 +16%
FIB
30
First Interstate Bank
Montana
$41.8M +$4.35M +95,756 +12%
AWM
31
AE Wealth Management
Kansas
$39.7M +$1.05M +23,232 +3%
BIA
32
Bell Investment Advisors
California
$38.3M -$293K -6,460 -0.8%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$36.5M -$14.8M -326,751 -29%
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$36.4M – – –
Osaic Holdings
35
Osaic Holdings
Arizona
$35.9M +$5.77M +126,940 +19%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$35.7M -$2.08M -45,775 -5%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$35.2M +$866K +19,075 +3%
Mitsubishi UFJ Asset Management
38
Mitsubishi UFJ Asset Management
Japan
$34.8M -$2.14M -47,700 -6%
1832 Asset Management
39
1832 Asset Management
Ontario, Canada
$34.8M -$326K -7,188 -0.9%
CFIA
40
Cantor Fitzgerald Investment Advisors
New York
$34.4M -$3.32M -73,099 -9%
Truist Financial
41
Truist Financial
North Carolina
$32.5M +$218K +4,811 +0.7%
FFB
42
First Financial Bankshares
Texas
$31M +$1.14M +25,131 +4%
HighTower Advisors
43
HighTower Advisors
Illinois
$30.9M +$2.76M +60,680 +10%
PCA
44
Pallas Capital Advisors
Massachusetts
$25.8M +$1.7M +36,866 +7%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$25.2M +$1.33M +29,257 +6%
MPW
46
MA Private Wealth
California
$24.6M +$2.06M +45,377 +9%
EA
47
Evergreen Advisors
Tennessee
$24.3M +$540K +11,894 +2%
PAIA
48
Park Avenue Institutional Advisers
New York
$23.9M +$10.4M +230,000 +78%
AF
49
Allworth Financial
California
$23.4M -$2.89M -63,077 -11%
OPS
50
Orion Portfolio Solutions
Nebraska
$23.1M -$755K -16,626 -3%
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