VMBS icon

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 %
IHWM
526
Iron Horse Wealth Management
Iowa
$19.3K – – –
NIC
527
Northwest Investment Counselors
Oregon
$19K +$19K +403 New
SIS
528
Sound Income Strategies
Florida
$18.3K +$3.26K +69 +22%
National Bank of Canada
529
National Bank of Canada
Quebec, Canada
$17.7K -$51.5K -1,090 -74%
WIM
530
Westside Investment Management
California
$17.1K – – –
RA
531
Rise Advisors
New York
$14.1K -$109K -2,309 -89%
LI
532
LRI Investments
Florida
$13.9K – – –
HNB
533
Huntington National Bank
Ohio
$13.9K -$88.3K – –
GM
534
GeoWealth Management
Illinois
$13.6K +$2.97K +63 +28%
EWM
535
EPG Wealth Management
Georgia
$13.1K +$13.1K +278 New
VWM
536
Valley Wealth Managers
New Jersey
$12.1K +$2.36K +50 +24%
PS
537
Planned Solutions
California
$12.1K +$12.1K +256 New
KFI
538
Key Financial Inc
Pennsylvania
$10.8K – – –
SSB
539
Sandy Spring Bank
Maryland
$10.7K +$9.44K +200 +741%
EB
540
Eastern Bank
Massachusetts
$10.6K +$10.6K +225 New
WP
541
WealthShield Partners
North Carolina
$9.87K – – –
OSAM
542
O'Shaughnessy Asset Management
Connecticut
$9.84K +$8.31K +179 +542%
HIA
543
Harbor Investment Advisory
Maryland
$8.92K -$708 -15 -7%
SC
544
Stephens Consulting
Michigan
$8.91K -$3.16K -67 -26%
VAMG
545
Voisard Asset Management Group
Michigan
$8.31K +$8.31K +176 New
EWP
546
Elevation Wealth Partners
California
$8.17K – – –
JPWM
547
Jamison Private Wealth Management
Georgia
$8.17K – – –
NSIM
548
North Star Investment Management
Illinois
$7.55K – – –
NP
549
NorthRock Partners
Minnesota
$7.51K -$5.24K -111 -41%
BCMLT
550
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.41K – – –
20 21
22
23 24