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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
$377M
2
Bank of America
Bank of America
North Carolina
$3.26B
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$95.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$405M
5
RJA
Raymond James & Associates
Florida
$162M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$5.7B
2
MG
Mather Group
Illinois
$6.95M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$7.19M
4
AT
American Trust
Kentucky
$0
5
Morgan Stanley
Morgan Stanley
New York
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
501
Sunbelt Securities
Texas
$56.6K +$47 +1 +0.1%
DSC
502
Duncker Streett & Co
Missouri
$49.1K – – –
1IA
503
1620 Investment Advisors
Massachusetts
$48.5K -$44.9K -950 -48%
MHR
504
Matthew Hamilton Rosenberg
$46.5K +$3.16K +67 +7%
FFA
505
Frazier Financial Advisors
Ohio
$45.5K +$4.49K +95 +11%
AAG
506
Armstrong Advisory Group
Massachusetts
$45K +$45K +953 New
CP
507
Castleview Partners
Texas
$41.2K +$34.7K +734 +532%
IRC
508
Investors Research Corp
Georgia
$35.1K – – –
CHA
509
Carmichael Hill & Associates
Maryland
$34.7K – – –
TC
510
Truvestments Capital
Florida
$34.7K +$34.7K +736 New
Fifth Third Bancorp
511
Fifth Third Bancorp
Ohio
$31.8K -$9.68K -205 -23%
MFC
512
Mechanics Financial Corp
Ohio
$30.2K -$28.9K -613 -49%
ADL
513
Asset Dedication LLC
California
$26.7K – – –
HT
514
Headlands Technologies
Illinois
$26.3K +$26.3K +557 New
NFSG
515
Newbridge Financial Services Group
Florida
$26.2K – – –
AGWCA
516
Annis Gardner Whiting Capital Advisors
Florida
$24.9K +$6.47K +137 +35%
BSB
517
Bangor Savings Bank
Maine
$24.5K +$4.63K +98 +23%
FCAS
518
First Command Advisory Services
Texas
$23.7K – – –
MAM
519
Marquette Asset Management
Minnesota
$22K +$22K +467 New
SWA
520
SOA Wealth Advisors
New York
$22K -$1.65K -35 -7%
HR
521
Howe & Rusling
New York
$21.1K -$77K -1,631 -78%
MA
522
MCF Advisors
Kentucky
$21K -$94 -2 -0.4%
ANBT
523
American National Bank & Trust
Texas
$20.8K – – –
Citigroup
524
Citigroup
New York
$20.4K -$19.3K -409 -49%
GA
525
GoalVest Advisory
New York
$20.1K +$20.1K +426 New
19 20
21
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