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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.

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 Market Value Shares Shares
Change 		Shares
Change %
PCA
51
Pallas Capital Advisors
Massachusetts
$27.7M 611,565 +2,425 +0.4%
MPW
52
MA Private Wealth
California
$26.8M 590,341 +16,707 +3%
PA
53
Parkside Advisors
California
$25.3M 556,905 +30,207 +6%
MML Investors Services
54
MML Investors Services
Massachusetts
$24.6M 542,732 -14,823 -3%
BCWM
55
Bartlett & Co Wealth Management
Ohio
$24.6M 542,617 +134,915 +33%
PWM
56
Power Wealth Management
Georgia
$24.4M 537,799 +33,528 +7%
IDA
57
Intelligence Driven Advisers
California
$24.1M 532,233 -93,796 -15%
BCI
58
Brinker Capital Investments
Pennsylvania
$24M 528,522 +28,478 +6%
OPS
59
Orion Portfolio Solutions
Nebraska
$24M 528,522 +28,478 +6%
ECM
60
Evergreen Capital Management
Washington
$23.9M 527,755 -26,498 -5%
Truist Financial
61
Truist Financial
North Carolina
$23.5M 517,974 +21,579 +4%
HSA
62
HBK Sorce Advisory
Pennsylvania
$22.6M 498,755 +126,828 +34%
MNA
63
Manning & Napier Advisors
New York
$22.1M 487,323 -2,164 -0.4%
DJSG
64
D.J. St. Germain
Massachusetts
$21.8M 480,708 +25,902 +6%
MIS
65
Morningstar Investment Services
Illinois
$21.8M 480,278 -3,137,164 -87%
AWS
66
Atria Wealth Solutions
New York
$21.5M 474,983 +28,902 +6%
US Bancorp
67
US Bancorp
Minnesota
$21.3M 469,505 -744 -0.2%
ZIG
68
Zurich Insurance Group
Switzerland
$21.2M 467,648 – –
JIP
69
Jaffetilchin Investment Partners
Florida
$20.1M 443,637 +18,867 +4%
AF
70
Allworth Financial
California
$19.2M 423,980 -23,048 -5%
1CP
71
1607 Capital Partners
Virginia
$18.8M 415,055 +185,525 +81%
MFG
72
Merit Financial Group
Georgia
$17M 375,478 +46,513 +14%
CIP
73
Capital Insight Partners
Arizona
$16.4M 361,723 +23,353 +7%
QFA
74
Quantum Financial Advisors
California
$15.7M 347,025 +17,625 +5%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$15.7M 346,497 +20,623 +6%
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