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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 %
RWM
76
RKL Wealth Management
Pennsylvania
$15.6M 344,507 +18,358 +6%
SA
77
Sanctuary Advisors
Indiana
$15.4M 336,925 +42,228 +14%
CW
78
CreativeOne Wealth
Kansas
$15.1M 332,871 +11,439 +4%
UAS
79
United Asset Strategies
New York
$15M 330,999 +64,441 +24%
SCA
80
STALEY CAPITAL ADVISERS
Pennsylvania
$14.9M 327,700 +7,350 +2%
WH
81
Whitcomb & Hess
Ohio
$14.7M 324,011 +1,249 +0.4%
WPWM
82
Windward Private Wealth Management
Kansas
$14.4M 316,756 +5,959 +2%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$14.4M 316,604 -56,493 -15%
PG
84
Proffitt & Goodson
Tennessee
$14.2M 312,215 -3,119 -1%
NA
85
NewEdge Advisors
Louisiana
$14.1M 311,494 +34,985 +13%
HC
86
Hamilton Capital
Ohio
$14M 309,160 -5,233 -2%
FA
87
Fountainhead AM
New Jersey
$12.9M 284,831 +20,835 +8%
MD
88
Money Design
Japan
$12.9M 283,764 -30,317 -10%
CC
89
Courier Capital
New York
$12.7M 281,016 -55,441 -16%
VRM
90
Vectors Research Management
New York
$12.5M 276,447 -36,822 -12%
AI
91
Atria Investments
North Carolina
$12.5M 276,162 -18,292 -6%
Betterment LLC
92
Betterment LLC
New York
$12.4M 272,759 +13,212 +5%
FC
93
Family CFO
California
$11.9M 261,968 +27,711 +12%
FNT
94
First National Trust
Pennsylvania
$11.8M 260,068 +31,299 +14%
PAG
95
Private Advisor Group
New Jersey
$11.3M 250,094 +17,777 +8%
AA
96
ALPS Advisors
Colorado
$11.2M 246,323 +6,613 +3%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$11.1M 244,375 -101,492 -29%
FCA
98
FLC Capital Advisors
California
$11.1M 244,175 +6,408 +3%
BB
99
Bell Bank
North Dakota
$10.7M 236,609 +236,609 New
EWA
100
EverSource Wealth Advisors
Alabama
$10.7M 236,561 +13,894 +6%
2 3
4
5 6