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Vanguard Mortgage-Backed Securities ETF
VMBS
VMBS
580 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 66 funds opening new positions, 259 increasing their positions, 170 reducing their positions, and 55 closing their positions.
New
Increased
Maintained
Reduced
Closed
52% more repeat investments, than reductions
Existing positions increased: 259 | Existing positions reduced: 170
20% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 55
0% more funds holding
Funds holding: 578 → 580 (+2)
2% less funds holding in top 10
Funds holding in top 10: 45 → 44 (-1)
2.33% less ownership
Funds ownership: 93.18% → 90.85% (-2.3%)
5% less capital invested
Capital invested by funds: $16.7B → $15.9B (-$841M)
98% less call options, than puts
Call options by funds: $27K | Put options by funds: $1.31M
Holders
580
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
8.35%
Holding in Top 10
44
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.22%
% of All Funds
0.63%
New
66
Increased
259
Reduced
170
Closed
55
Calls
$27K
Puts
$1.31M
Net Calls
-$1.28M
Net Calls Change
-$2.39M
Top Buyers
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$130M |
| 2 |
Bank of New York Mellon
New York
|
+$97.7M |
| 3 |
Jane Street
New York
|
+$57.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$43.6M |
| 5 |
FIB
First Interstate Bank
Billings,
Montana
|
+$37.6M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$437M |
| 2 |
Morgan Stanley
New York
|
-$200M |
| 3 |
JP Morgan Chase
New York
|
-$189M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$108M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWM
626
Focused Wealth Management
Newburgh,
New York
| – | -$3.66K | -79 | Closed |
|
|
VF
627
VitalStone Financial
Shavano Park,
Texas
| – | -$3K | -62 | Closed |
|
|
AFG
628
Albion Financial Group
Salt Lake City,
Utah
| – | -$2.64K | -57 | Closed |
|
|
MSWM
629
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| – | -$2.5K | -54 | Closed |
|
|
TFGT
630
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$2K | -53 | Closed |
|
|
OSAM
631
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$2.32K | -50 | Closed |
|
|
NC
632
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$1.85K | -40 | Closed |
|
|
NMG
633
New Millennium Group
Sandy,
Utah
| – | -$1.5K | -32 | Closed |
|
|
SMA
634
Sage Mountain Advisors
Atlanta,
Georgia
| – | -$1.48K | -32 | Closed |
|
|
ASBI
635
American State Bank (Iowa)
Sioux Center,
Iowa
| – | -$1.44K | -31 | Closed |
|
|
MFT
636
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$1.11K | -24 | Closed |
|
637
BNP Paribas Financial Markets
Paris,
France
| – | -$1.02K | -22 | Closed |
|
|
SSG
638
Summit Securities Group
New York
| – | -$1K | -20 | Closed |
|