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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 %
AWM
626
Angeles Wealth Management
California
– -$11.7K -258 Closed
ATPW
627
Ashton Thomas Private Wealth
Arizona
– -$10.6K -233 Closed
TWC
628
TD Waterhouse Canada
Ontario, Canada
– -$10.1K -224 Closed
HWA
629
HHM Wealth Advisors
Tennessee
– -$9.31K -205 Closed
NRG
630
Nemes Rush Group
Michigan
– -$7.22K -159 Closed
VWWMG
631
Vermillion & White Wealth Management Group
Pennsylvania
– -$7.22K -159 Closed
MWM
632
Mascoma Wealth Management
New Hampshire
– -$6.81K -150 Closed
WBC
633
West Branch Capital
Massachusetts
– -$6.49K -143 Closed
FPF
634
First Pacific Financial
Washington
– -$5.31K -117 Closed
PP
635
Pacifica Partners
Canada
– -$5.25K -116 Closed
TJHA
636
Thomas J. Herzfeld Advisors
Florida
– -$4.77K -105 Closed
RIA
637
Realta Investment Advisors
Delaware
– -$4.18K -92 Closed
DF
638
Dunhill Financial
United Kingdom
– -$3K -66 Closed
Simplex Trading
639
Simplex Trading
Illinois
– -$2K -53 Closed
VAG
640
VisionPoint Advisory Group
Texas
– -$1.45K -32 Closed
AFWM
641
Abich Financial Wealth Management
Virginia
– -$1.41K -31 Closed
RFA
642
Register Financial Advisors
Georgia
– -$1.23K -27 Closed
WIA
643
Wetzel Investment Advisors
Indiana
– -$1.14K -25 Closed
CFD
644
Creative Financial Designs
Indiana
– -$1.04K -23 Closed
CCMI
645
Creative Capital Management Investments
California
– -$953 -21 Closed
SC
646
Swan Capital
Florida
– -$953 -21 Closed
OC
647
Oakworth Capital
Alabama
– -$908 -20 Closed
GIA
648
GHP Investment Advisors
Colorado
– -$863 -19 Closed
CAM
649
Creekmur Asset Management
Illinois
– -$636 -14 Closed
PGAM
650
Princeton Global Asset Management
New Jersey
– -$454 -10 Closed
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