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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.

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

Top Sellers

1
Charles Schwab
Charles Schwab
California
$5.23B
2
MIS
Morningstar Investment Services
Illinois
$21.8M
3
BOH
Bank of Hawaii
Hawaii
$42.5M
4
Wells Fargo
Wells Fargo
California
$320M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
$512M
Name Holding Trade Value Shares
Change 		Shares
Change %
UAG
476
United Advisor Group
Ohio
$212K -$316K -6,978 -60%
COCM
477
Charter Oak Capital Management
New Hampshire
$209K -$861 -19 -0.4%
CJ
478
Caitlin John
Michigan
$208K – – –
MCC
479
Money Concepts Capital
Florida
$205K +$205K +4,516 New
AP
480
Appleton Partners
Massachusetts
$204K +$204K +4,501 New
PIA
481
Pinion Investment Advisors
Kansas
$204K -$18.1K -400 -8%
Baird Financial Group
482
Baird Financial Group
Wisconsin
$203K +$203K +4,487 New
JLBC
483
J.L. Bainbridge & Co
Florida
$202K – – –
BL
484
BCWM LLC
Kansas
$200K +$200K +4,417 New
WSFS
485
Wilmington Savings Fund Society
Delaware
$192K -$115K -2,526 -37%
RFS
486
Richardson Financial Services
Massachusetts
$190K -$98.4K -2,170 -34%
BFPW
487
BOK Financial Private Wealth
Colorado
$179K – – –
IA
488
IFP Advisors
Florida
$175K -$402K -8,873 -70%
RCM
489
Raleigh Capital Management
North Carolina
$172K -$2.72K -60 -2%
PTC
490
Private Trust Company
Ohio
$170K -$75.6K -1,668 -31%
TAM
491
Tucker Asset Management
Colorado
$165K +$82.6K +1,822 +101%
AG
492
AmeriFlex Group
Nevada
$164K +$164K +3,606 New
CPA
493
Cardiff Park Advisors
California
$162K +$1.45K +32 +0.9%
EAM
494
Empirical Asset Management
Massachusetts
$157K +$2.98K +732 +2%
WFA
495
Wells Financial Advisors
Massachusetts
$142K +$8.07K +178 +6%
RL
496
Rogco LP
Oklahoma
$125K -$144K -3,186 -54%
MA
497
Montag & Associates
Georgia
$121K – – –
PA
498
Pineridge Advisors
Missouri
$118K -$13.3K -293 -10%
CIA
499
Cape Investment Advisory
Georgia
$111K +$48.7K +1,075 +79%
RWPA
500
Richard W. Paul & Associates
Michigan
$110K +$11.7K +257 +12%
18 19
20
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