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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 %
HC
76
Hamilton Capital
Ohio
$14.4M 315,702 -966,788 -75%
PG
77
Proffitt & Goodson
Tennessee
$14M 307,373 +3,664 +1%
SC
78
Syon Capital
California
$13.9M 305,207 -306,123 -50%
CW
79
CreativeOne Wealth
Kansas
$13.8M 303,045 +32,645 +12%
WPWM
80
Windward Private Wealth Management
Kansas
$13.6M 299,060 +1,187 +0.4%
MD
81
Money Design
Japan
$13.6M 297,911 +2,126 +0.7%
PAIA
82
Park Avenue Institutional Advisers
New York
$13.5M 295,500 – –
SCA
83
STALEY CAPITAL ADVISERS
Pennsylvania
$13.4M 294,223 +19,173 +7%
1CP
84
1607 Capital Partners
Virginia
$13.4M 293,030 +144,930 +98%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$13.3M 291,242 +21,710 +8%
AAMA
86
Advanced Asset Management Advisors
Ohio
$12.9M 283,000 – –
QFA
87
Quantum Financial Advisors
California
$12.4M 272,377 -173,085 -39%
MFG
88
Merit Financial Group
Georgia
$12.3M 275,754 +126,733 +85%
BCM
89
Brookstone Capital Management
Illinois
$12.2M 266,940 -21,060 -7%
CA
90
Cetera Advisors
Colorado
$12.2M 266,714 +140,900 +112%
HSA
91
HBK Sorce Advisory
Pennsylvania
$12M 264,192 +108,200 +69%
OFS
92
OneAscent Financial Services
Alabama
$11.9M 260,524 -23,142 -8%
Wellington Management Group
93
Wellington Management Group
Massachusetts
$11.9M 259,958 +259,958 New
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$11.2M 244,737 +24,728 +11%
FC
95
Family CFO
California
$11.1M 244,027 +460 +0.2%
FA
96
Fountainhead AM
New Jersey
$10.6M 232,634 +17,333 +8%
Betterment LLC
97
Betterment LLC
New York
$10.5M 229,861 +10,527 +5%
MMA
98
Miracle Mile Advisors
California
$10.4M 228,929 -60,494 -21%
PWM
99
Power Wealth Management
Georgia
$10.4M 228,430 +35,096 +18%
KFG
100
Kingdom Financial Group
Arizona
$9.97M 218,640 +71,574 +49%
2 3
4
5 6