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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.

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
1
JPMorgan Chase & Co
New York
$2.11B
2
Bank of America
2
Bank of America
North Carolina
$3.32B
3
MIM
3
Morningstar Investment Management
Illinois
$116M
4
EP
4
Essential Planning
New Hampshire
$76.8M
5
CM
5
Castleark Management
Illinois
$73M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$5.23B
2
MIS
2
Morningstar Investment Services
Illinois
$21.8M
3
BOH
3
Bank of Hawaii
Hawaii
$42.5M
4
Wells Fargo
4
Wells Fargo
California
$320M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$512M
Name Market Value Shares Shares
Change 		Shares
Change %
VA
26
Valmark Advisers
Ohio
$61.4M 1,353,930 +16,064 +1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$55.3M 1,219,280 -30,364 -2%
AIA
28
Ally Invest Advisors
North Carolina
$53.7M 1,183,604 +57,400 +5%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$50.9M 1,122,351 +345,522 +44%
EWM
30
Executive Wealth Management
Michigan
$50.8M 1,120,199 +29,634 +3%
FIB
31
First Interstate Bank
Montana
$50.3M 1,108,863 +80,312 +8%
AA
32
Advisory Alpha
Michigan
$47.9M 1,056,401 +57,871 +6%
Victory Capital Management
33
Victory Capital Management
Texas
$43.3M 954,089 -110,398 -10%
AWM
34
AE Wealth Management
Kansas
$43.1M 951,458 +22,402 +2%
BOH
35
Bank of Hawaii
Hawaii
$42.5M 938,164 -1,279,866 -58%
BIA
36
Bell Investment Advisors
California
$40.2M 887,248 +9,153 +1%
UBS Group
37
UBS Group
Switzerland
$39.6M 872,878 -47,316 -5%
FFB
38
First Financial Bankshares
Texas
$39M 860,651 -2,693 -0.3%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$38.2M 841,589 +24,988 +3%
HighTower Advisors
40
HighTower Advisors
Illinois
$38M 837,896 +134,638 +19%
CFIA
41
Cantor Fitzgerald Investment Advisors
New York
$37.1M 818,949 -5,882 -0.7%
Mitsubishi UFJ Asset Management
42
Mitsubishi UFJ Asset Management
Japan
$36.5M 806,700 -37,300 -4%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$35.7M 786,825 +8,274 +1%
Deutsche Bank
44
Deutsche Bank
Germany
$35.4M 780,000 – –
Osaic Holdings
45
Osaic Holdings
Arizona
$35.2M 775,232 -6,899 -0.9%
KIM
46
Kestra Investment Management
Texas
$35.2M 775,541 +126,736 +20%
Goldman Sachs
47
Goldman Sachs
New York
$34.8M 767,122 +566,109 +282%
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$34.2M 754,863 +3,268 +0.4%
EA
49
Evergreen Advisors
Tennessee
$28.8M 634,610 +82,246 +15%
BWP
50
BlueStem Wealth Partners
Minnesota
$27.9M 615,462 +615,462 New
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