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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 %
VWM
526
Valley Wealth Managers
New Jersey
$9.4K – – –
HIA
527
Harbor Investment Advisory
Maryland
$9.3K – – –
AWM
528
Atticus Wealth Management
Florida
$8.67K +$8.67K +190 New
GI
529
Gradient Investments
Minnesota
$8.53K -$38.5K -845 -82%
FPF
530
First Pacific Financial
Washington
$7.57K +$7.57K +166 New
GWS
531
Glassman Wealth Services
Virginia
$7.17K +$4.56K +100 +175%
BCMLT
532
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.16K – – –
GTAM
533
Global Trust Asset Management
Florida
$7.12K – – –
MWM
534
Mascoma Wealth Management
New Hampshire
$6.84K – – –
BL
535
BFSG LLC
California
$6.61K – – –
RG
536
Retirement Group
California
$6.25K – – –
HWA
537
HHM Wealth Advisors
Tennessee
$5.66K – – –
EW
538
Element Wealth
Mississippi
$5.56K – – –
MAWCM
539
Mine & Arao Wealth Creation & Management
California
$4.56K – – –
PSB
540
Piscataqua Savings Bank
New Hampshire
$4.56K – – –
T
541
Tidemark
California
$4.49K – – –
WAG
542
Wiser Advisor Group
Arizona
$4.47K – – –
OA
543
Operose Advisors
Wisconsin
$4.38K -$7.12K -156 -62%
RIA
544
Realta Investment Advisors
Delaware
$4.2K +$4.2K +92 New
CB
545
Centennial Bank
Arkansas
$4.11K – – –
FMP
546
Financial Management Professionals
Texas
$4K – – –
NL
547
NVWM LLC
Pennsylvania
$3.24K +$3.24K +71 New
IPW
548
Impact Partnership Wealth
Georgia
$3.19K -$20.9K -458 -87%
WT
549
Washington Trust
Rhode Island
$3.19K – – –
VFA
550
Values First Advisors
Tennessee
$3.19K – – –
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