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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 %
BF
576
BOK Financial
Oklahoma
$1.74K +$1.74K +37 New
WWM
577
Wolff Wiese Magana
California
$1.51K -$2.22K -47 -59%
DFA
578
DHJJ Financial Advisors
Illinois
$1.42K +$1.04K +22 +275%
TPW
579
Talon Private Wealth
Florida
$1.18K +$1.18K +25 New
SRCM
580
Signature Resources Capital Management
California
$1.13K – – –
NMG
581
New Millennium Group
Utah
$1.04K -$283 -6 -21%
AW
582
Avion Wealth
Texas
$1K -$10.6K -383 -91%
TFA
583
Transamerica Financial Advisors
Florida
$1K +$154 +2 +18%
MFC
584
Morris Financial Concepts
South Carolina
$991 – – –
SMA
585
Sage Mountain Advisors
Georgia
$944 +$944 +20 New
SIS
586
Strategic Investment Solutions
Illinois
$850 – – –
TRCT
587
Tower Research Capital (TRC)
New York
$330 +$330 +7 New
PIP
588
Peachtree Investment Partners
Florida
$330 +$330 +7 New
HWM
589
HighMark Wealth Management
Minnesota
$207 – – –
RS
590
Rakuten Securities
Japan
$94 – – –
FIM
591
FWL Investment Management
Texas
$47 – – –
GEA
592
Glen Eagle Advisors
New Jersey
$21 -$46 -1 Closed
AT
593
American Trust
Kentucky
– -$16.7M -367,142 Closed
BlackRock
594
BlackRock
New York
– -$8.12M -178,815 Closed
SFC
595
Strategic Financial Concepts
Texas
– -$2.56K -118,051 Closed
AIA
596
Acute Investment Advisory
Arizona
– -$4.87M -107,286 Closed
OFS
597
OneAscent Financial Services
Alabama
– -$3.45M -75,997 Closed
NYLIM
598
New York Life Investment Management
New York
– -$3.37M -74,252 Closed
MHS
599
M Holdings Securities
Oregon
– -$2.28M -50,231 Closed
VA
600
Vident Advisory
Georgia
– -$918K -20,212 Closed
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