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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.

New
Increased
Maintained
Reduced
Closed
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 %
PFBT
476
Parkside Financial Bank & Trust
Missouri
$66.1K -$74.2K -1,635 -53%
SWM
477
Sugarloaf Wealth Management
Georgia
$61.2K +$17.1K +376 +39%
CHC
478
City Holding Co
West Virginia
$59.6K – – –
PA
479
Parallel Advisors
California
$57.2K – – –
MFC
480
Mechanics Financial Corp
Ohio
$56.9K – – –
MWA
481
MFA Wealth Advisors
Pennsylvania
$54.5K +$54.5K +1,200 New
SS
482
Sunbelt Securities
Texas
$54.4K -$1.09K -24 -2%
TWP
483
Triad Wealth Partners
Kansas
$53.4K +$53.4K +1,177 New
CIA
484
Cape Investment Advisory
Georgia
$50.8K -$1.09K -24 -2%
CIBC Private Wealth Group
485
CIBC Private Wealth Group
Georgia
$49.8K -$101K -2,222 -67%
DSC
486
Duncker Streett & Co
Missouri
$47.2K – – –
MHR
487
Matthew Hamilton Rosenberg
$41.2K -$9.34K -208 -18%
Fifth Third Bancorp
488
Fifth Third Bancorp
Ohio
$39.9K -$24.6K -542 -38%
FFA
489
Frazier Financial Advisors
Ohio
$39.5K -$65.3K -1,439 -62%
Citigroup
490
Citigroup
New York
$38.2K +$18.6K +410 +95%
IRC
491
Investors Research Corp
Georgia
$33.8K – – –
CHA
492
Carmichael Hill & Associates
Maryland
$33.4K +$12.5K +275 +60%
ADL
493
Asset Dedication LLC
California
$25.7K +$25K +550 +3,667%
NFSG
494
Newbridge Financial Services Group
Florida
$25.2K – – –
FCAS
495
First Command Advisory Services
Texas
$22.7K -$863 -19 -4%
SWA
496
SOA Wealth Advisors
New York
$22.7K +$772 +17 +4%
FPB
497
First PREMIER Bank
South Dakota
$21K – – –
MA
498
MCF Advisors
Kentucky
$20.3K +$45 +1 +0.2%
ANBT
499
American National Bank & Trust
Texas
$20K – – –
BSB
500
Bangor Savings Bank
Maine
$19.2K – – –
18 19
20
21 22