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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 %
OPS
51
Orion Portfolio Solutions
Nebraska
$23.1M 509,713 -16,626 -3%
PA
52
Parkside Advisors
California
$22.6M 498,587 +24,392 +5%
MML Investors Services
53
MML Investors Services
Massachusetts
$22.5M 496,542 +64,678 +15%
MNA
54
Manning & Napier Advisors
New York
$22.2M 489,339 +489,339 New
US Bancorp
55
US Bancorp
Minnesota
$21.7M 478,461 -3,610 -0.7%
ZIG
56
Zurich Insurance Group
Switzerland
$21.2M 467,648 – –
DJSG
57
D.J. St. Germain
Massachusetts
$20.8M 458,116 -6,808 -1%
KIM
58
Kestra Investment Management
Texas
$20.7M 456,636 +456,636 New
HSA
59
HBK Sorce Advisory
Pennsylvania
$20.3M 446,330 +182,138 +69%
AWS
60
Atria Wealth Solutions
New York
$20.1M 443,236 +8,778 +2%
PWM
61
Power Wealth Management
Georgia
$19.8M 436,881 +208,451 +91%
CWM
62
Connecticut Wealth Management
Connecticut
$19M 419,421 -13,717 -3%
Invesco
63
Invesco
Georgia
$18.8M 413,307 -25,237 -6%
JIP
64
Jaffetilchin Investment Partners
Florida
$18.4M 404,393 +12,495 +3%
BCWM
65
Bartlett & Co Wealth Management
Ohio
$18M 395,553 -18,822 -5%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$17.8M 392,086 -32,876 -8%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$17.6M 387,281 -35,834 -8%
ECM
68
Evergreen Capital Management
Washington
$17.1M 377,522 +22,288 +6%
AT
69
American Trust
Kentucky
$16.7M 367,142 +268,521 +272%
VRM
70
Vectors Research Management
New York
$15.8M 347,711 -78,842 -18%
WH
71
Whitcomb & Hess
Ohio
$15M 331,230 +14,062 +4%
SCA
72
STALEY CAPITAL ADVISERS
Pennsylvania
$14.8M 325,350 +31,127 +11%
RWM
73
RKL Wealth Management
Pennsylvania
$14.7M 323,373 -297 -0.1%
QFA
74
Quantum Financial Advisors
California
$14.6M 322,685 +50,308 +18%
PG
75
Proffitt & Goodson
Tennessee
$14.2M 311,707 +4,334 +1%
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