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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 Holding Trade Value Shares
Change 		Shares
Change %
MFG
76
Merit Financial Group
Georgia
$14.1M +$1.63M +35,848 +13%
WPWM
77
Windward Private Wealth Management
Kansas
$13.9M +$361K +7,962 +3%
MD
78
Money Design
Japan
$13.8M +$276K +6,081 +2%
SC
79
Syon Capital
California
$13.7M -$118K -2,593 -0.8%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$13.7M +$477K +10,512 +4%
Nomura Asset Management
81
Nomura Asset Management
Japan
$13.6M +$13.6M +300,092 New
HC
82
Hamilton Capital
Ohio
$13.5M -$882K -19,430 -6%
CW
83
CreativeOne Wealth
Kansas
$12.9M -$858K -18,908 -6%
KAS
84
Kestra Advisory Services
Texas
$11.7M +$2.93M +64,452 +33%
UAS
85
United Asset Strategies
New York
$11.7M +$1.78M +39,239 +18%
KFG
86
Kingdom Financial Group
Arizona
$11.4M +$1.52M +33,420 +15%
AA
87
ALPS Advisors
Colorado
$11.3M +$1.99M +43,800 +21%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$11.1M -$26.6K -585 -0.2%
AI
89
Atria Investments
North Carolina
$11.1M -$17.3M -381,249 -61%
FA
90
Fountainhead AM
New Jersey
$11M +$419K +9,234 +4%
FC
91
Family CFO
California
$10.9M -$139K -3,064 -1%
Betterment LLC
92
Betterment LLC
New York
$10.6M +$159K +3,505 +2%
1CP
93
1607 Capital Partners
Virginia
$10.4M -$2.88M -63,500 -22%
FCA
94
FLC Capital Advisors
California
$10.3M +$10.3M +226,395 New
EWA
95
EverSource Wealth Advisors
Alabama
$10.3M +$221K +4,758 +2%
HPC
96
Hobart Private Capital
North Carolina
$9.75M -$118K -2,604 -1%
SEI Investments
97
SEI Investments
Pennsylvania
$9.41M +$368K +8,104 +4%
WFA
98
Websterrogers Financial Advisors
South Carolina
$9.39M +$463K +10,193 +5%
SIA
99
SeaBridge Investment Advisors
New Jersey
$9.26M +$361K +7,959 +4%
SB
100
Strategic Blueprint
Georgia
$9.25M +$868K +19,109 +10%
2 3
4
5 6