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Vanguard Mortgage-Backed Securities ETF
VMBS

631 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 106 funds opening new positions, 281 increasing their positions, 175 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 54

61% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 175

12% more capital invested

Capital invested by funds: $16.6B → $18.5B (+$1.93B)

7% more funds holding

Funds holding: 592 → 631 (+39)

1.71% more ownership

Funds ownership: 90.36% → 92.07% (+1.7%)

6% less funds holding in top 10

Funds holding in top 10: 48 → 45 (-3)

Holders
631
Holders Change
+39
Holders Change %
+6.59%
% of All Funds
8.31%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.59%
New
106
Increased
281
Reduced
175
Closed
54
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.74B
2
Bank of America
Bank of America
North Carolina
+$192M
3
MIM
Morningstar Investment Management
Illinois
+$118M
4
EP
Essential Planning
New Hampshire
+$75.5M
5
CM
Castleark Management
Illinois
+$74M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$247M
2
MIS
Morningstar Investment Services
Illinois
-$144M
3
BOH
Bank of Hawaii
Hawaii
-$58.9M
4
Wells Fargo
Wells Fargo
California
-$43.1M
5
PAIA
Park Avenue Institutional Advisers
New York
-$19.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
601
Chapman Financial Group
Hawaii
$2.54K +$2.58K +56 New
BLC
602
Brown, Lisle/Cummings
Rhode Island
$2.49K – – –
HPIA
603
Hamilton Point Investment Advisors
North Carolina
$2.45K +$2.48K +54 New
VWM
604
Venturi Wealth Management
Texas
$2.07K – – –
SL
605
Salomon & Ludwin
Virginia
$1.9K +$1.93K +42 New
PC
606
Promus Capital
Illinois
$1.81K +$1.84K +40 New
GJIA
607
Glass Jacobson Investment Advisors
Maryland
$1.73K +$1.75K +38 New
MWA
608
Medallion Wealth Advisors
Connecticut
$1.72K +$1.75K +38 New
HT
609
Headlands Technologies
Illinois
$1.72K -$23.9K -519 -93%
BF
610
BOK Financial
Oklahoma
$1.66K – – –
HNW
611
High Note Wealth
Minnesota
$1.63K +$1.66K +36 New
PMFA
612
Plante Moran Financial Advisors
Michigan
$1.5K +$1.52K +33 New
AAP
613
Arax Advisory Partners
Colorado
$1.46K +$1.47K +32 New
WWM
614
Wolff Wiese Magana
California
$1.45K – – –
DFA
615
DHJJ Financial Advisors
Illinois
$1.36K – – –
SRCM
616
Signature Resources Capital Management
California
$1.09K – – –
BA
617
Bellwether Advisors
Nebraska
$1.09K +$1.1K +24 New
AW
618
Avion Wealth
Texas
$1K – – –
TFA
619
Transamerica Financial Advisors
Florida
$1K – – –
MFC
620
Morris Financial Concepts
South Carolina
$952 – – –
CCM
621
Chilton Capital Management
Texas
$907 +$920 +20 New
SSB
622
Sandy Spring Bank
Maryland
$681 -$9.75K -212 -93%
IF
623
Integrity Financial
Wyoming
$499 -$5.38K -117 -91%
NS
624
NBC Securities
Alabama
$378 -$400K -8,700 -100%
CCMI
625
Creative Capital Management Investments
California
$363 +$368 +8 New
23 24
25
26 27

VMBS Hedge Fund Activity: Q4 2024 in Review

631 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mortgage-Backed Securities ETF (VMBS) for Q4 2024, worth a combined $18.5B — up 12% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new VMBS positions and 54 closed out — a net gain of 52 holders — while 281 added to existing stakes and 175 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.74B. The largest seller was Charles Schwab, cutting an estimated $247M.

  • 631 institutional investors held Vanguard Mortgage-Backed Securities ETF (VMBS) as of Q4 2024, up from 592 in Q3 2024.
  • Funds reported $18.5B of Vanguard Mortgage-Backed Securities ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 106 funds opened new Vanguard Mortgage-Backed Securities ETF positions in Q4 2024 and 54 closed out, a net change of +52 holders.
  • The largest Vanguard Mortgage-Backed Securities ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $1.74B added.
  • The largest Vanguard Mortgage-Backed Securities ETF seller in Q4 2024 was Charles Schwab, an estimated $247M sold.

Based on aggregated 13F filings for Q4 2024.