VMBS icon

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 %
GJIA
601
Glass Jacobson Investment Advisors
Maryland
$1.73K +$1.73K +38 New
HT
602
Headlands Technologies
Illinois
$1.72K -$23.5K -519 -93%
BF
603
BOK Financial
Oklahoma
$1.66K – – –
HNW
604
High Note Wealth
Minnesota
$1.63K +$1.63K +36 New
PMFA
605
Plante Moran Financial Advisors
Michigan
$1.5K +$1.5K +33 New
AAP
606
Arax Advisory Partners
Colorado
$1.46K +$1.46K +32 New
WWM
607
Wolff Wiese Magana
California
$1.45K – – –
DFA
608
DHJJ Financial Advisors
Illinois
$1.36K – – –
SRCM
609
Signature Resources Capital Management
California
$1.09K – – –
BA
610
Bellwether Advisors
Nebraska
$1.09K +$1.09K +24 New
TFA
611
Transamerica Financial Advisors
Florida
$1K – – –
AW
612
Avion Wealth
Texas
$1K – – –
MFC
613
Morris Financial Concepts
South Carolina
$952 – – –
CCM
614
Chilton Capital Management
Texas
$907 +$907 +20 New
SSB
615
Sandy Spring Bank
Maryland
$681 -$9.63K -212 -93%
IF
616
Integrity Financial
Wyoming
$499 -$5.31K -117 -91%
NS
617
NBC Securities
Alabama
$378 -$411K -8,700 -100%
CCMI
618
Creative Capital Management Investments
California
$363 +$363 +8 New
GWSG
619
GPS Wealth Strategies Group
Colorado
$317 -$1.59K -35 -83%
PIP
620
Peachtree Investment Partners
Florida
$317 – – –
GWANC
621
Guardian Wealth Advisors (North Carolina)
North Carolina
$317 +$317 +7 New
RS
622
Rakuten Securities
Japan
$227 +$136 +3 +150%
HWM
623
HighMark Wealth Management
Minnesota
$202 – – –
VHAM
624
Van Hulzen Asset Management
California
$137 +$137 +3 New
FIM
625
FWL Investment Management
Texas
$45 – – –
23 24
25
26 27