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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.

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
1
Wells Fargo
California
$377M
2
Bank of America
2
Bank of America
North Carolina
$3.26B
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$95.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$405M
5
RJA
5
Raymond James & Associates
Florida
$162M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$5.7B
2
MG
2
Mather Group
Illinois
$6.95M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.19M
4
AT
4
American Trust
Kentucky
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$189M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
26
Executive Wealth Management
Michigan
$51.5M 1,090,565 +22,843 +2%
Victory Capital Management
27
Victory Capital Management
Texas
$50.3M 1,064,487 -127,640 -11%
FIB
28
First Interstate Bank
Montana
$48.6M 1,028,551 +108,701 +12%
AA
29
Advisory Alpha
Michigan
$47.1M 998,530 +53,945 +6%
AWM
30
AE Wealth Management
Kansas
$43.9M 929,056 +54,786 +6%
UBS Group
31
UBS Group
Switzerland
$43.4M 920,194 -231,564 -20%
BIA
32
Bell Investment Advisors
California
$41.5M 878,095 +34,036 +4%
FFB
33
First Financial Bankshares
Texas
$40.8M 863,344 +179,505 +26%
Mitsubishi UFJ Asset Management
34
Mitsubishi UFJ Asset Management
Japan
$39.9M 844,000 +68,400 +9%
CFIA
35
Cantor Fitzgerald Investment Advisors
New York
$38.9M 824,831 +66,463 +9%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$38.6M 816,601 +30,033 +4%
Osaic Holdings
37
Osaic Holdings
Arizona
$36.9M 782,131 -9,374 -1%
Deutsche Bank
38
Deutsche Bank
Germany
$36.8M 780,000 +780,000 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$36.8M 778,551 +4,052 +0.5%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$36.7M 776,829 -28,233 -4%
1832 Asset Management
41
1832 Asset Management
Ontario, Canada
$35.5M 751,595 -15,336 -2%
HighTower Advisors
42
HighTower Advisors
Illinois
$33.2M 703,258 +23,043 +3%
KIM
43
Kestra Investment Management
Texas
$30.6M 648,805 +192,169 +42%
IDA
44
Intelligence Driven Advisers
California
$29.6M 626,029 +626,029 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$29.3M 620,518 +65,638 +12%
PCA
46
Pallas Capital Advisors
Massachusetts
$28M 609,140 +48,183 +9%
MPW
47
MA Private Wealth
California
$27.1M 573,634 +30,808 +6%
MML Investors Services
48
MML Investors Services
Massachusetts
$26.3M 557,555 +61,013 +12%
ECM
49
Evergreen Capital Management
Washington
$26.2M 554,253 +176,731 +47%
EA
50
Evergreen Advisors
Tennessee
$26.1M 552,364 +17,068 +3%
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