VMBS icon

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.

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
1
Wells Fargo
California
$377M
2
Bank of America
2
Bank of America
North Carolina
$3.26B
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$95.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$405M
5
RJA
5
Raymond James & Associates
Florida
$162M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$5.7B
2
MG
2
Mather Group
Illinois
$6.95M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.19M
4
AT
4
American Trust
Kentucky
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$189M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
51
Parkside Advisors
California
$24.9M 526,698 +28,111 +6%
PWM
52
Power Wealth Management
Georgia
$23.8M 504,271 +67,390 +15%
OPS
53
Orion Portfolio Solutions
Nebraska
$23.6M 500,044 -9,669 -2%
BCI
54
Brinker Capital Investments
Pennsylvania
$23.6M 500,044 -9,669 -2%
Truist Financial
55
Truist Financial
North Carolina
$23.4M 496,395 -219,177 -31%
MNA
56
Manning & Napier Advisors
New York
$23.1M 489,487 +148 +0%
US Bancorp
57
US Bancorp
Minnesota
$22.2M 470,249 -8,212 -2%
ZIG
58
Zurich Insurance Group
Switzerland
$22.1M 467,648 – –
DJSG
59
D.J. St. Germain
Massachusetts
$21.5M 454,806 -3,310 -0.7%
AF
60
Allworth Financial
California
$21.1M 447,028 -63,063 -12%
AWS
61
Atria Wealth Solutions
New York
$21.1M 446,081 +2,845 +0.6%
Janus Henderson Group
62
Janus Henderson Group
United Kingdom
$20.3M 430,076 +324,020 +306%
JIP
63
Jaffetilchin Investment Partners
Florida
$20.1M 424,770 +20,377 +5%
PAIA
64
Park Avenue Institutional Advisers
New York
$19.5M 412,915 -112,585 -21%
CWM
65
Connecticut Wealth Management
Connecticut
$19.3M 408,078 -11,343 -3%
BCWM
66
Bartlett & Co Wealth Management
Ohio
$19.2M 407,702 +12,149 +3%
Bank of Nova Scotia
67
Bank of Nova Scotia
Ontario, Canada
$18.3M 388,200 +388,200 New
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$17.6M 373,097 -18,989 -5%
HSA
69
HBK Sorce Advisory
Pennsylvania
$17.6M 371,927 -74,403 -17%
Invesco
70
Invesco
Georgia
$17.3M 367,320 -45,987 -11%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$16.3M 345,867 -41,414 -11%
CIP
72
Capital Insight Partners
Arizona
$16M 338,370 +195,635 +137%
CC
73
Courier Capital
New York
$15.9M 336,457 +297,587 +766%
QFA
74
Quantum Financial Advisors
California
$15.6M 329,400 +6,715 +2%
MFG
75
Merit Financial Group
Georgia
$15.5M 328,965 +17,363 +6%
1 2
3
4 5