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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.

New
Increased
Maintained
Reduced
Closed
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
Wells Fargo
California
+$214M
2
Bank of America
Bank of America
North Carolina
+$101M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$87M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$83.9M
5
RJA
Raymond James & Associates
Florida
+$82M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$971M
2
MG
Mather Group
Illinois
-$150M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$30.7M
4
AT
American Trust
Kentucky
-$16.7M
5
Morgan Stanley
Morgan Stanley
New York
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
476
Empirical Asset Management
Massachusetts
$127K +$833 +247 +0.7%
MA
477
Montag & Associates
Georgia
$126K – – –
OLVIG
478
Oliver Lagore Vanvalin Investment Group
Michigan
$123K -$43.4K -920 -26%
CFB
479
Cullen/Frost Bankers
Texas
$117K +$117K +2,482 New
CB
480
Centennial Bank
Arkansas
$111K +$100K +2,118 +875%
ACA
481
Aptus Capital Advisors
Alabama
$110K -$43.9K -930 -29%
CIAS
482
Capital Investment Advisory Services
North Carolina
$107K +$1.27K +27 +1%
RWPA
483
Richard W. Paul & Associates
Michigan
$103K -$2.03K -43 -2%
CIBC Private Wealth Group
484
CIBC Private Wealth Group
Georgia
$101K +$49.3K +1,045 +96%
Qube Research & Technologies (QRT)
485
Qube Research & Technologies (QRT)
United Kingdom
$97.5K -$168K -3,565 -63%
WCM
486
Winthrop Capital Management
Indiana
$97K – – –
FRA
487
Front Row Advisors
California
$94.4K – – –
AWM
488
Avior Wealth Management
Nebraska
$85.9K -$81.8K -1,732 -49%
TAM
489
Tucker Asset Management
Colorado
$85.4K +$3.92K +83 +5%
SWM
490
Sugarloaf Wealth Management
Georgia
$85.3K +$21.7K +459 +34%
FWP
491
FAS Wealth Partners
Kansas
$71.2K +$614 +13 +0.9%
FFA
492
Founders Financial Alliance
North Carolina
$71.2K +$71.2K +1,508 New
FPB
493
First PREMIER Bank
South Dakota
$70K +$47.7K +1,008 +214%
PFBT
494
Parkside Financial Bank & Trust
Missouri
$68.7K – – –
CIA
495
Cape Investment Advisory
Georgia
$64.4K +$11.6K +246 +22%
OC
496
Oarsman Capital
Wisconsin
$63.1K +$63.1K +1,337 New
CHC
497
City Holding Co
West Virginia
$62K – – –
PA
498
Parallel Advisors
California
$59.5K – – –
OA
499
Operose Advisors
Wisconsin
$59.2K +$54.7K +1,159 +1,207%
MWA
500
MFA Wealth Advisors
Pennsylvania
$56.7K – – –
18 19
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