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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 %
Fifth Third Bancorp
526
Fifth Third Bancorp
Ohio
$40K +$9.48K +209 +31%
FFA
527
Frazier Financial Advisors
Ohio
$39.4K -$4.31K -95 -10%
PIS
528
POM Investment Strategies
North Carolina
$37.1K +$37.1K +818 New
IRC
529
Investors Research Corp
Georgia
$33.7K – – –
TC
530
Truvestments Capital
Florida
$33.7K +$272 +6 +0.8%
MFC
531
Mechanics Financial Corp
Ohio
$29K – – –
ADL
532
Asset Dedication LLC
California
$25.6K – – –
NFSG
533
Newbridge Financial Services Group
Florida
$25.1K – – –
LWMI
534
Legacy Wealth Management (Idaho)
Idaho
$25.1K +$21K +462 +519%
LIS
535
Legacy Investment Solutions
Idaho
$25.1K +$21K +462 +519%
AGWCA
536
Annis Gardner Whiting Capital Advisors
Florida
$23.9K – – –
BSB
537
Bangor Savings Bank
Maine
$23.6K – – –
SWA
538
SOA Wealth Advisors
New York
$21.1K – – –
FPB
539
First PREMIER Bank
South Dakota
$21K -$45K -1,008 -68%
MA
540
MCF Advisors
Kentucky
$20.2K – – –
IHWM
541
Iron Horse Wealth Management
Iowa
$18.5K – – –
MEG
542
Millstone Evans Group
Colorado
$18.5K +$18.5K +407 New
BOJHT
543
Bank of Jackson Hole Trust
Wyoming
$17.7K +$17.7K +390 New
SS
544
SBI Securities
Japan
$17.7K +$17.7K +390 New
NP
545
NorthRock Partners
Minnesota
$16.6K +$9.42K +208 +131%
WIM
546
Westside Investment Management
California
$16.5K – – –
SIS
547
Sound Income Strategies
Florida
$16.4K -$1.13K -25 -6%
LI
548
LRI Investments
Florida
$13.9K – – –
WA
549
WPG Advisers
Maryland
$13.8K +$13.8K +305 New
RA
550
Rise Advisors
New York
$13.7K +$181 +4 +1%
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