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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 %
GTAM
551
Global Trust Asset Management
Florida
$7.37K – – –
BL
552
BFSG LLC
California
$6.85K – – –
IF
553
Integrity Financial
Wyoming
$6.04K +$5.52K +117 +1,064%
BNP Paribas Financial Markets
554
BNP Paribas Financial Markets
France
$6.04K +$6.04K +128 New
DWM
555
Darwin Wealth Management
Florida
$6K +$6K +127 New
EW
556
Element Wealth
Mississippi
$5.76K – – –
T
557
Tidemark
California
$4.74K +$47 +1 +1%
WAG
558
Wiser Advisor Group
Arizona
$4.71K +$47 +1 +1%
HGA
559
Hobbs Group Advisors
South Carolina
$4.25K – – –
PCMC
560
Private Capital Management (Colorado)
Colorado
$4.2K +$4.2K +89 New
LWMI
561
Legacy Wealth Management (Idaho)
Idaho
$4.06K +$4.06K +89 New
LIS
562
Legacy Investment Solutions
Idaho
$4.06K +$4.06K +89 New
S
563
SignatureFD
Georgia
$4.06K -$5.62K -119 -58%
SWM
564
Sanctuary Wealth Management
Idaho
$3.92K – – –
RIL
565
Rothschild Investment LLC
Illinois
$3.82K -$169K -3,577 -98%
VFA
566
Values First Advisors
Tennessee
$3.31K – – –
OP
567
ORG Partners
Indiana
$3.17K – – –
FMP
568
Financial Management Professionals
Texas
$3K -$1.24K -26 -29%
BWL
569
Bogart Wealth LLC
Virginia
$2.83K – – –
S
570
Sachetta
Massachusetts
$2.78K – – –
BLC
571
Brown, Lisle/Cummings
Rhode Island
$2.6K – – –
VWM
572
Venturi Wealth Management
Texas
$2.16K – – –
POIA
573
Pin Oak Investment Advisors
Texas
$2K +$2K +63 New
GWSG
574
GPS Wealth Strategies Group
Colorado
$1.96K +$47 +1 +2%
GSEP
575
Golden State Equity Partners
California
$1.79K +$1.79K +38 New
21 22
23
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