VMBS icon

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 %
FWP
576
FAS Wealth Partners
Kansas
$92 – – –
RS
577
Rakuten Securities
Japan
$91 +$91 +2 New
FIM
578
FWL Investment Management
Texas
$46 – – –
SVCP
579
Silicon Valley Capital Partners
California
$37 – – –
AWP
580
Abacus Wealth Partners
California
– -$5.26M -113,450 Closed
ICMP
581
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$4.63M -99,933 Closed
BA
582
Bridge Advisory
California
– -$2.66M -57,419 Closed
FA
583
FDx Advisors
Illinois
– -$2.51M -54,103 Closed
MNBTD
584
Moody National Bank Trust Division
Texas
– -$1.58M -34,125 Closed
Nomura Asset Management
585
Nomura Asset Management
Japan
– -$1.41M -30,400 Closed
ARC
586
Advisor Resource Council
Texas
– -$1.11M -23,978 Closed
BOSSRA
587
B.O.S.S. Retirement Advisors
Utah
– -$885K -19,083 Closed
SW
588
SteelPeak Wealth
California
– -$747K -16,107 Closed
SAS
589
Sage Advisory Services
Texas
– -$733K -15,820 Closed
ACM
590
Andina Capital Management
Utah
– -$505K -10,899 Closed
OFG
591
OmniStar Financial Group
North Carolina
– -$491K -10,590 Closed
OWA
592
Outlook Wealth Advisors
Texas
– -$489K -10,539 Closed
CCA
593
Clarity Capital Advisors
Florida
– -$483K -10,427 Closed
TLFA
594
True Link Financial Advisors
California
– -$464K -9,998 Closed
LAS
595
Lloyd Advisory Services
Georgia
– -$433K -9,342 Closed
Vanguard Group
596
Vanguard Group
Pennsylvania
– -$384K -8,281 Closed
Baird Financial Group
597
Baird Financial Group
Wisconsin
– -$321K -6,931 Closed
NRI
598
NFP Retirement Inc
California
– -$282K -6,079 Closed
PFS
599
Prospera Financial Services
Texas
– -$241K -5,198 Closed
KFGK
600
Keystone Financial Group (Kentucky)
Kentucky
– -$219K -4,727 Closed
22 23
24
25 26