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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 %
VC
601
Veery Capital
Delaware
– -$492K -10,837 Closed
EWM
602
Empirical Wealth Management
Washington
– -$439K -9,676 Closed
RFP
603
RCS Financial Planning
Maryland
– -$405K -8,927 Closed
FF
604
Farrell Financial
New York
– -$353K -7,768 Closed
HHRDM
605
H&H Retirement Design & Management
Nevada
– -$328K -7,148 Closed
AWM
606
Avaii Wealth Management
Wisconsin
– -$314K -6,921 Closed
AP
607
Adero Partners
California
– -$295K -6,500 Closed
FC
608
FCA Corp
Texas
– -$269K -5,931 Closed
MCM
609
Mainstay Capital Management
Michigan
– -$249K -5,489 Closed
WS
610
Wedbush Securities
California
– -$231K -5,082 Closed
OWM
611
OneAscent Wealth Management
Alabama
– -$230K -5,066 Closed
PW
612
Peninsula Wealth
California
– -$233K -5,063 Closed
SOS
613
Silver Oak Securities
Tennessee
– -$227K -4,992 Closed
OHWA
614
Oak Hill Wealth Advisors
Virginia
– -$226K -4,970 Closed
CSPIA
615
Cary Street Partners Investment Advisory
Virginia
– -$208K -4,590 Closed
AOWM
616
Alpha Omega Wealth Management
Virginia
– -$206K -4,540 Closed
PFS
617
Prospera Financial Services
Texas
– -$206K -4,535 Closed
PCIA
618
Prime Capital Investment Advisors
Kansas
– -$202K -4,448 Closed
VCM
619
Versant Capital Management
Arizona
– -$147K -3,247 Closed
IAIM
620
International Assets Investment Management
Florida
– -$110K -2,421 Closed
RWMG
621
Redwood Wealth Management Group
New Jersey
– -$68.1K -1,500 Closed
TWP
622
Triad Wealth Partners
Kansas
– -$53.4K -1,177 Closed
MSG
623
Main Street Group
Virginia
– -$16.4K -366 Closed
GI
624
Gradient Investments
Minnesota
– -$14.4K -317 Closed
FM
625
Family Management
New York
– -$11.9K -263 Closed
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