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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.

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 Market Value Shares Shares
Change 		Shares
Change %
FFWM
626
Future Financial Wealth Management
Ohio
– – -473 Closed
CSWM
627
Cassady Schiller Wealth Management
Ohio
– – -400 Closed
LC
628
Lindbrook Capital
California
– – -330 Closed
QC
629
Quent Capital
New York
– – -281 Closed
HFS
630
Hantz Financial Services
Michigan
– – -259 Closed
TCOV
631
Trust Company of Vermont
Vermont
– – -231 Closed
RP
632
Rice Partnership
Hawaii
– – -220 Closed
AWM
633
Atticus Wealth Management
Florida
– – -190 Closed
GWS
634
Glassman Wealth Services
Virginia
– – -157 Closed
MAWCM
635
Mine & Arao Wealth Creation & Management
California
– – -100 Closed
PSB
636
Piscataqua Savings Bank
New Hampshire
– – -100 Closed
NL
637
NVWM LLC
Pennsylvania
– – -71 Closed
WT
638
Washington Trust
Rhode Island
– – -70 Closed
IPW
639
Impact Partnership Wealth
Georgia
– – -70 Closed
BONH
640
Bank of New Hampshire
New Hampshire
– – -65 Closed
FSWA
641
Financial Synergies Wealth Advisors
Texas
– – -53 Closed
SN
642
Sittner & Nelson
Oregon
– – -50 Closed
GWANC
643
Guardian Wealth Advisors (North Carolina)
North Carolina
– – -40 Closed
OWA
644
Opal Wealth Advisors
New York
– – -35 Closed
ITIM
645
Indiana Trust & Investment Management
Indiana
– – -15 Closed
SVCP
646
Silicon Valley Capital Partners
California
– – -1 Closed
Susquehanna International Group
647
Susquehanna International Group
Pennsylvania
– – – –
SFCL
648
Strengthening Families & Communities LLC
Massachusetts
– – – –
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