Vanguard Mortgage-Backed Securities ETF
VMBS
631 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 106 funds opening new positions, 281 increasing their positions, 175 reducing their positions, and 54 closing their positions.
96% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 54
61% more repeat investments, than reductions
Existing positions increased: 281 | Existing positions reduced: 175
12% more capital invested
Capital invested by funds: $16.6B → $18.5B (+$1.93B)
7% more funds holding
Funds holding: 592 → 631 (+39)
1.71% more ownership
Funds ownership: 90.36% → 92.07% (+1.7%)
6% less funds holding in top 10
Funds holding in top 10: 48 → 45 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.74B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$192M |
| 3 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
+$118M |
| 4 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$75.5M |
| 5 |
CM
Castleark Management
Chicago,
Illinois
|
+$74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$247M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$144M |
| 3 |
BOH
Bank of Hawaii
Honolulu,
Hawaii
|
-$58.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$43.1M |
| 5 |
PAIA
Park Avenue Institutional Advisers
New York
|
-$19.5M |
VMBS Hedge Fund Activity: Q4 2024 in Review
631 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mortgage-Backed Securities ETF (VMBS) for Q4 2024, worth a combined $18.5B — up 12% from $16.6B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new VMBS positions and 54 closed out — a net gain of 52 holders — while 281 added to existing stakes and 175 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $1.74B. The largest seller was Charles Schwab, cutting an estimated $247M.
- 631 institutional investors held Vanguard Mortgage-Backed Securities ETF (VMBS) as of Q4 2024, up from 592 in Q3 2024.
- Funds reported $18.5B of Vanguard Mortgage-Backed Securities ETF stock for Q4 2024, up 12% quarter-over-quarter.
- 106 funds opened new Vanguard Mortgage-Backed Securities ETF positions in Q4 2024 and 54 closed out, a net change of +52 holders.
- The largest Vanguard Mortgage-Backed Securities ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $1.74B added.
- The largest Vanguard Mortgage-Backed Securities ETF seller in Q4 2024 was Charles Schwab, an estimated $247M sold.
Based on aggregated 13F filings for Q4 2024.