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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 %
AW
501
Avion Wealth
Texas
$19K – – –
IHWM
502
Iron Horse Wealth Management
Iowa
$18.6K +$18.6K +409 New
AGWCA
503
Annis Gardner Whiting Capital Advisors
Florida
$17.8K – – –
WIM
504
Westside Investment Management
California
$16.5K +$16.5K +363 New
MSG
505
Main Street Group
Virginia
$16.4K – – –
SIS
506
Sound Income Strategies
Florida
$14.4K -$6.95K -153 -32%
GI
507
Gradient Investments
Minnesota
$14.4K +$5.9K +130 +70%
LI
508
LRI Investments
Florida
$13.9K – – –
EWM
509
EPG Wealth Management
Georgia
$12.6K -$12.7K -278 Closed
NP
510
NorthRock Partners
Minnesota
$12.3K +$2.5K +55 +26%
FM
511
Family Management
New York
$11.9K -$206K -4,531 -95%
AWM
512
Angeles Wealth Management
California
$11.7K +$2.04K +45 +21%
SC
513
Stephens Consulting
Michigan
$11.6K +$11.6K +256 New
CB
514
Centennial Bank
Arkansas
$11K +$6.9K +152 +169%
ATPW
515
Ashton Thomas Private Wealth
Arizona
$10.6K +$10.6K +233 New
KFI
516
Key Financial Inc
Pennsylvania
$10.4K – – –
GM
517
GeoWealth Management
Illinois
$10.3K +$227 +5 +2%
TWC
518
TD Waterhouse Canada
Ontario, Canada
$10.1K +$10.1K +224 New
WP
519
WealthShield Partners
North Carolina
$9.49K -$14.3K -316 -60%
VWM
520
Valley Wealth Managers
New Jersey
$9.35K – – –
S
521
SignatureFD
Georgia
$9.31K -$105K -2,315 -92%
HWA
522
HHM Wealth Advisors
Tennessee
$9.31K +$3.68K +81 +65%
HIA
523
Harbor Investment Advisory
Maryland
$9.26K – – –
JPWM
524
Jamison Private Wealth Management
Georgia
$7.86K -$156K -3,442 -95%
EWP
525
Elevation Wealth Partners
California
$7.86K -$2.18K -48 -22%
19 20
21
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