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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 %
MA
501
MCF Advisors
Kentucky
$20.3K – – –
ANBT
502
American National Bank & Trust
Texas
$20.1K +$14.1K +310 +237%
AW
503
Avion Wealth
Texas
$20K – – –
Citigroup
504
Citigroup
New York
$19.7K – – –
BSB
505
Bangor Savings Bank
Maine
$19.2K – – –
Simplex Trading
506
Simplex Trading
Illinois
$19K -$119K -2,649 -86%
CSWM
507
Cassady Schiller Wealth Management
Ohio
$18.2K +$18.2K +400 New
AGWCA
508
Annis Gardner Whiting Capital Advisors
Florida
$17.8K – – –
MSG
509
Main Street Group
Virginia
$16.5K – – –
S
510
Sachetta
Massachusetts
$15.9K – – –
LC
511
Lindbrook Capital
California
$15.1K -$1.14K -25 -7%
LI
512
LRI Investments
Florida
$14K +$14K +306 New
QC
513
Quent Capital
New York
$12.8K +$12.8K +281 New
EWM
514
EPG Wealth Management
Georgia
$12.7K – – –
HFS
515
Hantz Financial Services
Michigan
$12K +$4.36K +94 +57%
HNB
516
Huntington National Bank
Ohio
$12K – – –
NSIM
517
North Star Investment Management
Illinois
$10.8K -$157K -3,438 -94%
GEA
518
Glen Eagle Advisors
New Jersey
$10.7K +$10.7K +234 +23,400%
TCOV
519
Trust Company of Vermont
Vermont
$10.5K +$10.5K +231 New
KFI
520
Key Financial Inc
Pennsylvania
$10.4K – – –
EWP
521
Elevation Wealth Partners
California
$10.1K – – –
GM
522
GeoWealth Management
Illinois
$10.1K +$1K +22 +11%
RP
523
Rice Partnership
Hawaii
$10K +$10K +220 New
NP
524
NorthRock Partners
Minnesota
$9.81K -$274 -6 -3%
AWM
525
Angeles Wealth Management
California
$9.72K +$9.72K +213 New
19 20
21
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