VMBS icon

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
1
JPMorgan Chase & Co
New York
$2.11B
2
Bank of America
2
Bank of America
North Carolina
$3.32B
3
MIM
3
Morningstar Investment Management
Illinois
$116M
4
EP
4
Essential Planning
New Hampshire
$76.8M
5
CM
5
Castleark Management
Illinois
$73M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$5.23B
2
MIS
2
Morningstar Investment Services
Illinois
$21.8M
3
BOH
3
Bank of Hawaii
Hawaii
$42.5M
4
Wells Fargo
4
Wells Fargo
California
$320M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$512M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
501
Capital Investment Advisory Services
North Carolina
$105K +$2.4K +53 +2%
EC
502
Elequin Capital
New York
$103K +$103K +2,281 New
CPG
503
Cornerstone Planning Group
New Jersey
$103K -$23.3K -511 -18%
OLVIG
504
Oliver Lagore Vanvalin Investment Group
Michigan
$95.2K -$22.9K -506 -19%
WCM
505
Winthrop Capital Management
Indiana
$94K – – –
WAG
506
Windsor Advisory Group
Ohio
$93.8K +$93.8K +2,068 New
FRA
507
Front Row Advisors
California
$90.7K – – –
SIM
508
Synergy Investment Management
Florida
$84.1K +$84.1K +1,854 New
AWM
509
Avior Wealth Management
Nebraska
$76.1K -$6.35K -140 -8%
MMCM
510
Murphy & Mullick Capital Management
New York
$73.2K +$73.2K +1,614 New
FWP
511
FAS Wealth Partners
Kansas
$71K +$2.67K +59 +4%
FFA
512
Founders Financial Alliance
North Carolina
$66.9K -$1.5K -33 -2%
National Bank of Canada
513
National Bank of Canada
Quebec, Canada
$66.4K +$49.4K +1,090 +291%
PFBT
514
Parkside Financial Bank & Trust
Missouri
$66.3K +$363 +8 +0.5%
Citigroup
515
Citigroup
New York
$61K +$41.4K +912 +211%
MSWA
516
Marshall & Sterling Wealth Advisors
New York
$61K +$61K +1,345 New
CIBC Private Wealth Group
517
CIBC Private Wealth Group
Georgia
$59.7K -$36.7K -813 -38%
CHC
518
City Holding Co
West Virginia
$59.5K – – –
PA
519
Parallel Advisors
California
$58.9K +$1.72K +38 +3%
HNB
520
Huntington National Bank
Ohio
$50.3K -$13.9K – –
SWM
521
Sugarloaf Wealth Management
Georgia
$49.4K -$32.5K -717 -40%
GM
522
GeoWealth Management
Illinois
$47.7K +$34.6K +763 +264%
DSC
523
Duncker Streett & Co
Missouri
$47.2K – – –
1IA
524
1620 Investment Advisors
Massachusetts
$46.6K – – –
MHR
525
Matthew Hamilton Rosenberg
$44.6K – – –
19 20
21
22 23