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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

579 hedge funds and large institutions have $16.1B invested in Vanguard Mortgage-Backed Securities ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 248 increasing their positions, 184 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+3
Holders Change %
+0.52%
% of All Funds
8.42%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.61%
New
74
Increased
248
Reduced
184
Closed
65
Calls
$14K
Puts
$854K
Net Calls
-$840K
Net Calls Change
+$442K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$6.41B
2
Bank of America
2
Bank of America
North Carolina
$3.04B
3
Wells Fargo
3
Wells Fargo
California
$157M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$868M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$309M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
Jane Street
2
Jane Street
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
SFA
4
Sequoia Financial Advisors
Ohio
$3.48M
5
CC
5
Courier Capital
New York
$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WM
601
1900 Wealth Management
Texas
– -$545K -11,944 Closed
IGWM
602
ICA Group Wealth Management
Colorado
– -$498K -10,925 Closed
NL
603
NWAM LLC
Washington
– -$384K -8,538 Closed
RJT
604
Raymond James Trust
Florida
– -$373K -8,179 Closed
GIM
605
Goelzer Investment Management
Indiana
– -$360K -7,896 Closed
Brown Advisory
606
Brown Advisory
Maryland
– -$317K -6,944 Closed
BSW
607
Buckingham Strategic Wealth
Missouri
– -$304K -6,661 Closed
CPIG
608
Chicago Partners Investment Group
Illinois
– -$288K -6,477 Closed
HAS
609
HBW Advisory Services
California
– -$282K -6,079 Closed
DFA
610
DHK Financial Advisors
New Hampshire
– -$275K -6,032 Closed
DP
611
Dearborn Partners
Illinois
– -$240K -5,269 Closed
VCM
612
Verde Capital Management
Michigan
– -$240K -5,257 Closed
CI
613
CPR Investments
Michigan
– -$237K -5,199 Closed
BL
614
BCWM LLC
Kansas
– -$237K -5,194 Closed
Lido Advisors
615
Lido Advisors
California
– -$233K -5,104 Closed
LSA
616
Lion Street Advisors
Texas
– -$234K -5,038 Closed
MWM
617
Modera Wealth Management
New Jersey
– -$215K -4,719 Closed
MA
618
MONECO Advisors
Connecticut
– -$208K -4,556 Closed
LSAG
619
Lake Street Advisors Group
New Hampshire
– -$200K -4,389 Closed
LTI
620
Laffer Tengler Investments
Tennessee
– -$125K -2,746 Closed
UB
621
UMB Bank
Missouri
– -$118K -2,583 Closed
CWC
622
Carolinas Wealth Consulting
North Carolina
– -$42.6K -935 Closed
HT
623
Headlands Technologies
Illinois
– -$36.5K -800 Closed
PMFA
624
Plante Moran Financial Advisors
Michigan
– -$25.7K -563 Closed
TC
625
Truvestments Capital
Florida
– -$22.7K -499 Closed
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