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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

624 hedge funds and large institutions have $18.5B invested in Vanguard Mortgage-Backed Securities ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 279 increasing their positions, 173 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
+35
Holders Change %
+5.94%
% of All Funds
8.31%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.59%
New
103
Increased
279
Reduced
173
Closed
54
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.11B
2
Bank of America
2
Bank of America
North Carolina
$3.32B
3
MIM
3
Morningstar Investment Management
Illinois
$116M
4
EP
4
Essential Planning
New Hampshire
$76.8M
5
CM
5
Castleark Management
Illinois
$73M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$5.23B
2
MIS
2
Morningstar Investment Services
Illinois
$21.8M
3
BOH
3
Bank of Hawaii
Hawaii
$42.5M
4
Wells Fargo
4
Wells Fargo
California
$320M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$512M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
576
Sunbelt Securities
Texas
$5.46K -$49.1K -1,079 -90%
MCM
577
Mainstream Capital Management
California
$5.44K +$5.44K +120 New
HWP
578
Highline Wealth Partners
California
$4.67K +$4.67K +103 New
T
579
Tidemark
California
$4.61K +$90 +2 +2%
WAG
580
Wiser Advisor Group
Arizona
$4.59K +$45 +1 +1%
CBT
581
Crews Bank & Trust
Florida
$4.53K +$4.53K +100 New
MFG
582
Menard Financial Group
Texas
$4.49K +$4.49K +99 New
S
583
Sachetta
Massachusetts
$4.08K +$1.41K +31 +53%
PCMC
584
Private Capital Management (Colorado)
Colorado
$4.04K – – –
S
585
SignatureFD
Georgia
$4.04K +$136 +3 +3%
SWM
586
Sanctuary Wealth Management
Idaho
$3.76K – – –
RIL
587
Rothschild Investment LLC
Illinois
$3.67K – – –
GA
588
GoalVest Advisory
New York
$3.4K -$15.9K -351 -82%
CFB
589
Cullen/Frost Bankers
Texas
$3.36K -$109K -2,408 -97%
VFA
590
Values First Advisors
Tennessee
$3.17K – – –
OP
591
ORG Partners
Indiana
$3.04K – – –
FMP
592
Financial Management Professionals
Texas
$2.86K – – –
BWL
593
Bogart Wealth LLC
Virginia
$2.72K – – –
CAWM
594
Capital A Wealth Management
Pennsylvania
$2.68K +$2.68K +59 New
CFG
595
Chapman Financial Group
Hawaii
$2.54K +$2.54K +56 New
BLC
596
Brown, Lisle/Cummings
Rhode Island
$2.49K – – –
HPIA
597
Hamilton Point Investment Advisors
North Carolina
$2.45K +$2.45K +54 New
VWM
598
Venturi Wealth Management
Texas
$2.07K – – –
SL
599
Salomon & Ludwin
Virginia
$1.9K +$1.9K +42 New
PC
600
Promus Capital
Illinois
$1.81K +$1.81K +40 New
22 23
24
25 26