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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 %
S
551
Sachetta
Massachusetts
$2.7K -$13K -284 -83%
SFC
552
Strategic Financial Concepts
Texas
$2.56K +$2.56K +118,051 New
FHC
553
First Heartland Consultants
Missouri
$2.56K +$9 +199 +0.4%
BLC
554
Brown, Lisle/Cummings
Rhode Island
$2.5K – – –
VWM
555
Venturi Wealth Management
Texas
$2.07K – – –
Simplex Trading
556
Simplex Trading
Illinois
$2K -$14K -370 -87%
GWSG
557
GPS Wealth Strategies Group
Colorado
$1.87K +$1.55K +34 +486%
OSAM
558
O'Shaughnessy Asset Management
Connecticut
$1.5K +$1.5K +33 New
VAG
559
VisionPoint Advisory Group
Texas
$1.45K +$1.45K +32 New
AFWM
560
Abich Financial Wealth Management
Virginia
$1.41K – – –
NMG
561
New Millennium Group
Utah
$1.27K +$1.27K +28 New
SSB
562
Sandy Spring Bank
Maryland
$1.23K -$590 -13 -33%
RFA
563
Register Financial Advisors
Georgia
$1.23K +$1.23K +27 New
WIA
564
Wetzel Investment Advisors
Indiana
$1.14K – – –
SRCM
565
Signature Resources Capital Management
California
$1.09K – – –
CFD
566
Creative Financial Designs
Indiana
$1.04K +$726 +16 +229%
TFA
567
Transamerica Financial Advisors
Florida
$1K – – –
MFC
568
Morris Financial Concepts
South Carolina
$953 – – –
SC
569
Swan Capital
Florida
$953 +$953 +21 New
CCMI
570
Creative Capital Management Investments
California
$953 +$953 +21 New
OC
571
Oakworth Capital
Alabama
$908 – – –
GIA
572
GHP Investment Advisors
Colorado
$863 +$863 +19 New
SIS
573
Strategic Investment Solutions
Illinois
$835 +$835 +18 New
CAM
574
Creekmur Asset Management
Illinois
$636 – – –
IF
575
Integrity Financial
Wyoming
$499 – – –
21 22
23
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