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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 %
NSIM
526
North Star Investment Management
Illinois
$7.26K -$3.5K -77 -32%
VWWMG
527
Vermillion & White Wealth Management Group
Pennsylvania
$7.22K +$7.22K +159 New
NRG
528
Nemes Rush Group
Michigan
$7.22K +$7.22K +159 New
BCMLT
529
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.13K – – –
GTAM
530
Global Trust Asset Management
Florida
$7.08K – – –
MWM
531
Mascoma Wealth Management
New Hampshire
$6.81K – – –
BL
532
BFSG LLC
California
$6.58K – – –
WBC
533
West Branch Capital
Massachusetts
$6.49K +$6.49K +143 New
CP
534
Castleview Partners
Texas
$6.27K -$14.2K -312 -69%
EW
535
Element Wealth
Mississippi
$5.54K – – –
FPF
536
First Pacific Financial
Washington
$5.31K -$2.23K -49 -30%
PP
537
Pacifica Partners
Canada
$5.25K +$5.25K +116 New
TJHA
538
Thomas J. Herzfeld Advisors
Florida
$4.77K +$4.77K +105 New
T
539
Tidemark
California
$4.51K +$46 +1 +1%
WAG
540
Wiser Advisor Group
Arizona
$4.49K +$91 +2 +2%
OA
541
Operose Advisors
Wisconsin
$4.36K – – –
RIA
542
Realta Investment Advisors
Delaware
$4.18K – – –
HGA
543
Hobbs Group Advisors
South Carolina
$4.09K +$4.09K +90 New
FMP
544
Financial Management Professionals
Texas
$4K – – –
SWM
545
Sanctuary Wealth Management
Idaho
$3.77K +$3.77K +83 New
WWM
546
Wolff Wiese Magana
California
$3.59K +$2.13K +47 +147%
VFA
547
Values First Advisors
Tennessee
$3.18K – – –
OP
548
ORG Partners
Indiana
$3.01K +$3.01K +64 New
DF
549
Dunhill Financial
United Kingdom
$3K – – –
BWL
550
Bogart Wealth LLC
Virginia
$2.72K – – –
20 21
22
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