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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 Holding Trade Value Shares
Change 		Shares
Change %
RWM
76
RKL Wealth Management
Pennsylvania
$15.4M +$131K +2,776 +0.9%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$15.4M +$1.14M +24,120 +8%
WH
78
Whitcomb & Hess
Ohio
$15.2M -$400K -8,468 -3%
CW
79
CreativeOne Wealth
Kansas
$15.2M +$1.76M +37,295 +13%
SCA
80
STALEY CAPITAL ADVISERS
Pennsylvania
$15.1M -$236K -5,000 -2%
PG
81
Proffitt & Goodson
Tennessee
$14.9M +$171K +3,627 +1%
MD
82
Money Design
Japan
$14.8M +$476K +10,089 +3%
VRM
83
Vectors Research Management
New York
$14.8M -$1.63M -34,442 -10%
SC
84
Syon Capital
California
$14.7M +$452K +9,570 +3%
WPWM
85
Windward Private Wealth Management
Kansas
$14.7M +$178K +3,775 +1%
HC
86
Hamilton Capital
Ohio
$14.4M +$830K +18,121 +6%
AI
87
Atria Investments
North Carolina
$13.9M +$2.41M +51,015 +21%
SA
88
Sanctuary Advisors
Indiana
$13.5M +$5.67M +123,778 +72%
NA
89
NewEdge Advisors
Louisiana
$13.1M +$5.42M +114,833 +71%
UAS
90
United Asset Strategies
New York
$12.6M +$470K +9,945 +4%
FA
91
Fountainhead AM
New Jersey
$12.5M +$1.04M +22,128 +9%
Betterment LLC
92
Betterment LLC
New York
$12.3M +$1.24M +26,181 +11%
KFG
93
Kingdom Financial Group
Arizona
$11.7M -$158K -3,354 -1%
AA
94
ALPS Advisors
Colorado
$11.3M -$394K -8,350 -3%
FCA
95
FLC Capital Advisors
California
$11.2M +$537K +11,372 +5%
FC
96
Family CFO
California
$11.1M -$317K -6,706 -3%
PAG
97
Private Advisor Group
New Jersey
$11M +$2.19M +46,376 +25%
1CP
98
1607 Capital Partners
Virginia
$10.8M – – –
FNT
99
First National Trust
Pennsylvania
$10.8M +$1.39M +29,499 +15%
EWA
100
EverSource Wealth Advisors
Alabama
$10.5M +$66.3K +1,405 +0.6%
2 3
4
5 6