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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 %
DAS
601
Dynamic Advisor Solutions
Arizona
– -$216K -4,725 Closed
PIA
602
Pinion Investment Advisors
Kansas
– -$209K -4,499 Closed
WMA
603
West Michigan Advisors
Michigan
– -$205K -4,419 Closed
PSCM
604
Per Stirling Capital Management
Texas
– -$202K -4,358 Closed
HAG
605
HF Advisory Group
Maryland
– -$200K -4,322 Closed
SC
606
SouthState Corp
Florida
– -$57.3K -1,237 Closed
Qube Research & Technologies (QRT)
607
Qube Research & Technologies (QRT)
United Kingdom
– -$40.1K -865 Closed
AA
608
Addison Advisors
Vermont
– -$39.4K -849 Closed
CCM
609
Chilton Capital Management
Texas
– -$33.7K -727 Closed
BCPWM
610
Bradley & Co Private Wealth Management
Florida
– -$28.7K -619 Closed
WTA
611
Washington Trust Advisors
Massachusetts
– -$19.4K -419 Closed
OP
612
ORG Partners
Indiana
– -$14.5K -308 Closed
LPP
613
Life Planning Partners
Florida
– -$12.7K -275 Closed
CMA
614
Cedar Mountain Advisors
Oregon
– -$12.1K -261 Closed
FFC
615
First Financial Corp
Indiana
– -$11.8K -255 Closed
OAJ
616
Ogorek Anthony Joseph
New York
– -$11K -254 Closed
PCWA
617
Pacific Capital Wealth Advisors
California
– -$7.23K -156 Closed
TWM
618
Tradition Wealth Management
Minnesota
– -$7K -156 Closed
LFA
619
Livelsberger Financial Advisory
Ohio
– -$6.77K -146 Closed
TVAMP
620
Tennessee Valley Asset Management Partners
Tennessee
– -$5.48K -118 Closed
AC
621
AlphaCore Capital
California
– -$5.33K -115 Closed
FWM
622
Focused Wealth Management
New York
– -$3.66K -79 Closed
VF
623
VitalStone Financial
Texas
– -$3K -62 Closed
AFG
624
Albion Financial Group
Utah
– -$2.64K -57 Closed
MSWM
625
McGlone Suttner Wealth Management
Wisconsin
– -$2.5K -54 Closed
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