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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 %
DF
551
Dunhill Financial
United Kingdom
$3.01K +$3.01K +66 New
BONH
552
Bank of New Hampshire
New Hampshire
$2.97K -$18.2K -400 -86%
BWL
553
Bogart Wealth LLC
Virginia
$2.74K – – –
BLC
554
Brown, Lisle/Cummings
Rhode Island
$2.51K – – –
FSWA
555
Financial Synergies Wealth Advisors
Texas
$2.42K -$7.67K -168 -76%
SN
556
Sittner & Nelson
Oregon
$2.28K +$2.28K +50 New
VWM
557
Venturi Wealth Management
Texas
$2.08K -$2.22K -49 -52%
SSB
558
Sandy Spring Bank
Maryland
$1.83K +$684 +15 +60%
GWANC
559
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.82K -$31.6K -693 -95%
OWA
560
Opal Wealth Advisors
New York
$1.6K +$1.6K +35 New
WWM
561
Wolff Wiese Magana
California
$1.46K -$1.6K -35 -52%
AFWM
562
Abich Financial Wealth Management
Virginia
$1.41K – – –
SRCM
563
Signature Resources Capital Management
California
$1.11K – – –
WIA
564
Wetzel Investment Advisors
Indiana
$1.11K – – –
ADL
565
Asset Dedication LLC
California
$1K – – –
TFA
566
Transamerica Financial Advisors
Florida
$1K – – –
MFC
567
Morris Financial Concepts
South Carolina
$958 – – –
OC
568
Oakworth Capital
Alabama
$912 +$912 +20 New
ITIM
569
Indiana Trust & Investment Management
Indiana
$684 – – –
CAM
570
Creekmur Asset Management
Illinois
$639 +$639 +14 New
IF
571
Integrity Financial
Wyoming
$502 – – –
DFA
572
DHJJ Financial Advisors
Illinois
$365 – – –
CFD
573
Creative Financial Designs
Indiana
$319 -$5.51K -121 -95%
GWSG
574
GPS Wealth Strategies Group
Colorado
$319 – – –
HWM
575
HighMark Wealth Management
Minnesota
$196 – – –
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