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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

576 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 65 funds opening new positions, 257 increasing their positions, 169 reducing their positions, and 54 closing their positions.

Holders
576
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
8.35%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.62%
New
65
Increased
257
Reduced
169
Closed
54
Calls
$27K
Puts
$1.31M
Net Calls
-$1.28M
Net Calls Change
-$2.39M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.16B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$455M
3
Jane Street
3
Jane Street
New York
$57.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$842M
5
FIB
5
First Interstate Bank
Montana
$37.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.95B
2
Morgan Stanley
2
Morgan Stanley
New York
$184M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$284M
4
MIS
4
Morningstar Investment Services
Illinois
$134M
5
AWM
5
AE Wealth Management
Kansas
$38.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
51
Brinker Capital Investments
Pennsylvania
$24M 526,339 -21,584 -4%
OPS
52
Orion Portfolio Solutions
Nebraska
$24M 526,339 -21,584 -4%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$24M 525,623 +34,655 +7%
PCA
54
Pallas Capital Advisors
Massachusetts
$23.9M 524,091 +63,296 +14%
EA
55
Evergreen Advisors
Tennessee
$23.9M 523,402 +39,372 +8%
MPW
56
MA Private Wealth
California
$22.7M 497,449 -25,758 -5%
US Bancorp
57
US Bancorp
Minnesota
$22M 482,071 +14,810 +3%
MNG
58
Manning & Napier Group
New York
– – – –
PA
59
Parkside Advisors
California
$21.6M 474,195 +18,024 +4%
ZIG
60
Zurich Insurance Group
Switzerland
$21.3M 467,648 – –
DJSG
61
D.J. St. Germain
Massachusetts
$21.2M 464,924 -7,984 -2%
CC
62
Courier Capital
New York
$21.2M 463,818 +3,566 +0.8%
Invesco
63
Invesco
Georgia
$20M 438,544 +15,004 +4%
AWS
64
Atria Wealth Solutions
New York
$19.8M 434,458 +41,514 +11%
CWM
65
Connecticut Wealth Management
Connecticut
$19.8M 433,138 -100,353 -19%
MML Investors Services
66
MML Investors Services
Massachusetts
$19.7M 431,864 +3,599 +0.8%
VRM
67
Vectors Research Management
New York
$19.5M 426,553 -292,638 -41%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$19.4M 424,962 +87,819 +26%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$19.3M 423,115 -65,809 -13%
BCWM
70
Bartlett & Co Wealth Management
Ohio
$18.9M 414,375 -213,341 -34%
JIP
71
Jaffetilchin Investment Partners
Florida
$17.9M 391,898 +62,006 +19%
NCM
72
Northland Capital Management
Minnesota
$17.5M 383,654 +8,173 +2%
ECM
73
Evergreen Capital Management
Washington
$16.2M 355,234 +3,863 +1%
RWM
74
RKL Wealth Management
Pennsylvania
$14.8M 323,670 -12,436 -4%
WH
75
Whitcomb & Hess
Ohio
$14.5M 317,168 +20,473 +7%
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