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Vanguard Mortgage-Backed Securities ETF
VMBS

631 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 106 funds opening new positions, 281 increasing their positions, 175 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 54

61% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 175

12% more capital invested

Capital invested by funds: $16.6B → $18.5B (+$1.93B)

7% more funds holding

Funds holding: 592 → 631 (+39)

1.71% more ownership

Funds ownership: 90.36% → 92.07% (+1.7%)

6% less funds holding in top 10

Funds holding in top 10: 48 → 45 (-3)

Holders
631
Holders Change
+39
Holders Change %
+6.59%
% of All Funds
8.31%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.59%
New
106
Increased
281
Reduced
175
Closed
54
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.74B
2
Bank of America
Bank of America
North Carolina
+$192M
3
MIM
Morningstar Investment Management
Illinois
+$118M
4
EP
Essential Planning
New Hampshire
+$75.5M
5
CM
Castleark Management
Illinois
+$74M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$247M
2
MIS
Morningstar Investment Services
Illinois
-$144M
3
BOH
Bank of Hawaii
Hawaii
-$58.9M
4
Wells Fargo
Wells Fargo
California
-$43.1M
5
PAIA
Park Avenue Institutional Advisers
New York
-$19.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
26
Valmark Advisers
Ohio
$61.4M +$739K +16,064 +1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$55.3M -$1.4M -30,364 -2%
AIA
28
Ally Invest Advisors
North Carolina
$53.7M +$2.64M +57,400 +5%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$50.9M +$15.9M +345,522 +44%
EWM
30
Executive Wealth Management
Michigan
$50.8M +$1.36M +29,634 +3%
FIB
31
First Interstate Bank
Montana
$50.3M +$3.69M +80,312 +8%
AA
32
Advisory Alpha
Michigan
$47.9M +$2.66M +57,871 +6%
Victory Capital Management
33
Victory Capital Management
Texas
$43.3M -$5.08M -110,398 -10%
AWM
34
AE Wealth Management
Kansas
$43.1M +$1.03M +22,402 +2%
BOH
35
Bank of Hawaii
Hawaii
$42.5M -$58.9M -1,279,866 -58%
BIA
36
Bell Investment Advisors
California
$40.2M +$421K +9,153 +1%
UBS Group
37
UBS Group
Switzerland
$39.6M -$2.18M -47,316 -5%
FFB
38
First Financial Bankshares
Texas
$39M -$124K -2,693 -0.3%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$38.2M +$1.15M +24,988 +3%
HighTower Advisors
40
HighTower Advisors
Illinois
$38M +$6.19M +134,638 +19%
CFIA
41
Cantor Fitzgerald Investment Advisors
New York
$37.1M -$270K -5,882 -0.7%
Mitsubishi UFJ Asset Management
42
Mitsubishi UFJ Asset Management
Japan
$36.5M -$1.72M -37,300 -4%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$35.7M +$380K +8,274 +1%
Deutsche Bank
44
Deutsche Bank
Germany
$35.4M – – –
Osaic Holdings
45
Osaic Holdings
Arizona
$35.2M -$317K -6,899 -0.9%
KIM
46
Kestra Investment Management
Texas
$35.2M +$5.83M +126,736 +20%
Goldman Sachs
47
Goldman Sachs
New York
$34.8M +$26M +566,109 +282%
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$34.2M +$150K +3,268 +0.4%
EA
49
Evergreen Advisors
Tennessee
$28.8M +$3.78M +82,246 +15%
BWP
50
BlueStem Wealth Partners
Minnesota
$27.9M +$28.3M +615,462 New
1
2
3 4 5

VMBS Hedge Fund Activity: Q4 2024 in Review

631 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mortgage-Backed Securities ETF (VMBS) for Q4 2024, worth a combined $18.5B — up 12% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new VMBS positions and 54 closed out — a net gain of 52 holders — while 281 added to existing stakes and 175 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.74B. The largest seller was Charles Schwab, cutting an estimated $247M.

  • 631 institutional investors held Vanguard Mortgage-Backed Securities ETF (VMBS) as of Q4 2024, up from 592 in Q3 2024.
  • Funds reported $18.5B of Vanguard Mortgage-Backed Securities ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 106 funds opened new Vanguard Mortgage-Backed Securities ETF positions in Q4 2024 and 54 closed out, a net change of +52 holders.
  • The largest Vanguard Mortgage-Backed Securities ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $1.74B added.
  • The largest Vanguard Mortgage-Backed Securities ETF seller in Q4 2024 was Charles Schwab, an estimated $247M sold.

Based on aggregated 13F filings for Q4 2024.