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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
HPC
101
Hobart Private Capital
North Carolina
$9.92M +$650K +14,243 +7%
UAS
102
United Asset Strategies
New York
$9.91M -$2.6M -56,939 -21%
EWA
103
EverSource Wealth Advisors
Alabama
$9.57M +$863K +19,505 +10%
PAG
104
Private Advisor Group
New Jersey
$9.42M +$91.7K +2,010 +1%
AA
105
ALPS Advisors
Colorado
$9.32M -$66.8K -1,465 -0.7%
SEI Investments
106
SEI Investments
Pennsylvania
$9.08M -$4.53M -99,324 -33%
WFA
107
Websterrogers Financial Advisors
South Carolina
$8.97M +$546K +11,973 +6%
UWPG
108
Ullmann Wealth Partners Group
Florida
$8.95M -$375K -8,228 -4%
SIA
109
SeaBridge Investment Advisors
New Jersey
$8.94M +$182K +3,983 +2%
KAS
110
Kestra Advisory Services
Texas
$8.85M +$3.6M +79,007 +69%
SFPM
111
Sensible Financial Planning & Management
Massachusetts
$8.81M +$1.51M +33,184 +21%
SW
112
Simplicity Wealth
New Jersey
$8.64M +$386K +8,472 +5%
WAM
113
WNY Asset Management
New York
$8.52M +$4.1M +89,837 +93%
SB
114
Strategic Blueprint
Georgia
$8.43M +$3.42M +75,000 +68%
Prudential Financial
115
Prudential Financial
New Jersey
$8.39M -$3.44M -75,450 -29%
Kovitz Investment Group Partners
116
Kovitz Investment Group Partners
Illinois
$8.26M +$1.82M +39,874 +28%
EA
117
Evolution Advisers
Virginia
$8.21M +$473K +10,380 +6%
CAN
118
Cetera Advisor Networks
California
$8.21M -$522K -11,436 -6%
OWM
119
OneAscent Wealth Management
Alabama
$8.03M -$142K -3,124 -2%
FAT
120
First American Trust
California
$7.89M +$420K +9,208 +6%
BlackRock
121
BlackRock
New York
$7.78M -$3.82M -83,797 -33%
ZIM
122
Zacks Investment Management
Illinois
$7.45M +$1.6M +35,103 +27%
CCA
123
Cravens & Co Advisors
Tennessee
$7.44M +$261K +5,733 +4%
PPWP
124
Proquility Private Wealth Partners
Nevada
$7.33M +$1.03M +22,577 +16%
Pathstone Holdings
125
Pathstone Holdings
New Jersey
$7.33M +$1.84M +40,344 +34%
3 4
5
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