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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 %
GEA
626
Glen Eagle Advisors
New Jersey
$21 -$21 – –
PAIA
627
Park Avenue Institutional Advisers
New York
– -$19.5M -412,915 Closed
CWM
628
Connecticut Wealth Management
Connecticut
– -$19.3M -408,078 Closed
Prudential Financial
629
Prudential Financial
New Jersey
– -$6.84M -146,109 Closed
SSA
630
Schonfeld Strategic Advisors
New York
– -$4.27M -90,499 Closed
IWP
631
Innova Wealth Partners
Pennsylvania
– -$3.15M -66,726 Closed
SC
632
Sykon Capital
New York
– -$2.8M -59,234 Closed
OMC
633
Old Mission Capital
Illinois
– -$1.88M -39,717 Closed
Nomura Asset Management
634
Nomura Asset Management
Japan
– -$1.77M -37,592 Closed
AI
635
AXS Investments
New York
– -$1.61M -34,136 Closed
CCM
636
Crabel Capital Management
California
– -$986K -20,890 Closed
TWM
637
Tolleson Wealth Management
Texas
– -$751K -15,915 Closed
SRC
638
Shufro Rose & Co
New York
– -$578K -12,729 Closed
KWM
639
Kingsview Wealth Management
Oregon
– -$600K -12,709 Closed
EWA
640
EP Wealth Advisors
California
– -$559K -11,831 Closed
PI
641
PFG Investments
New York
– -$491K -10,405 Closed
OC
642
Oppenheimer & Co
New York
– -$435K -9,214 Closed
DAS
643
Dynamic Advisor Solutions
Arizona
– -$351K -7,442 Closed
SAG
644
SageView Advisory Group
California
– -$319K -6,755 Closed
IWM
645
IHT Wealth Management
Illinois
– -$292K -6,177 Closed
TCWA
646
Turtle Creek Wealth Advisors
Texas
– -$289K -6,120 Closed
TC
647
Trilogy Capital
California
– -$284K -6,020 Closed
TSS
648
Two Sigma Securities
New York
– -$282K -5,975 Closed
MWM
649
Modern Wealth Management
Kansas
– -$280K -5,927 Closed
VFPW
650
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$278K -5,884 Closed
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26
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