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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.

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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.95B
2
Morgan Stanley
Morgan Stanley
New York
$184M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$284M
4
MIS
Morningstar Investment Services
Illinois
$134M
5
AWM
AE Wealth Management
Kansas
$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
476
Parallel Advisors
California
$57.5K – – –
MFC
477
Mechanics Financial Corp
Ohio
$57.1K -$24.7K -542 -30%
SS
478
Sunbelt Securities
Texas
$55.8K +$2.87K +63 +5%
FWM
479
FSA Wealth Management
Massachusetts
$53.2K +$53.2K +1,166 New
CIA
480
Cape Investment Advisory
Georgia
$52.1K +$6.48K +142 +14%
MHR
481
Matthew Hamilton Rosenberg
$50.9K – – –
DSC
482
Duncker Streett & Co
Missouri
$47.4K – – –
SWM
483
Sugarloaf Wealth Management
Georgia
$44.3K +$18.2K +399 +70%
CWC
484
Carolinas Wealth Consulting
North Carolina
$42.6K – – –
TAM
485
Tucker Asset Management
Colorado
$39.5K -$28.9K -633 -42%
HT
486
Headlands Technologies
Illinois
$36.5K +$36.5K +800 New
IRC
487
Investors Research Corp
Georgia
$33.9K +$2.28K +50 +7%
LFG
488
Larson Financial Group
Missouri
$28.2K -$12.8K -280 -31%
PMFA
489
Plante Moran Financial Advisors
Michigan
$25.7K -$11.2K -245 -30%
NFSG
490
Newbridge Financial Services Group
Florida
$25.3K -$1.32K -29 -5%
WP
491
WealthShield Partners
North Carolina
$23.9K – – –
CA
492
Clearstead Advisors
Ohio
$23.9K -$17.1K -381 -42%
FCAS
493
First Command Advisory Services
Texas
$22.9K +$21.1K +480 +1,200%
TC
494
Truvestments Capital
Florida
$22.7K +$137 +3 +0.6%
SWA
495
SOA Wealth Advisors
New York
$22K – – –
FFWM
496
Future Financial Wealth Management
Ohio
$21.6K +$21.6K +473 New
SIS
497
Sound Income Strategies
Florida
$21.5K -$1.19K -26 -5%
CHA
498
Carmichael Hill & Associates
Maryland
$21K +$21K +461 New
FPB
499
First PREMIER Bank
South Dakota
$21K – – –
CP
500
Castleview Partners
Texas
$20.5K – – –
18 19
20
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