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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 Market Value Shares Shares
Change 		Shares
Change %
FNT
101
First National Trust
Pennsylvania
$9.05M 199,270 +47,844 +32%
WAM
102
WNY Asset Management
New York
$9.03M 198,876 +12,001 +6%
SFPM
103
Sensible Financial Planning & Management
Massachusetts
$8.72M 192,151 -1,058 -0.5%
CCA
104
Cravens & Co Advisors
Tennessee
$8.69M 191,439 +28,409 +17%
EA
105
Evolution Advisers
Virginia
$8.68M 191,282 +11,222 +6%
Kovitz Investment Group Partners
106
Kovitz Investment Group Partners
Illinois
$8.58M 189,095 +8,073 +4%
PAG
107
Private Advisor Group
New Jersey
$8.44M 185,941 -20,675 -10%
MA
108
Mutual Advisors
Nebraska
$8.34M 181,007 +23,193 +15%
BlackRock
109
BlackRock
New York
$8.12M 178,815 +8,342 +5%
UWPG
110
Ullmann Wealth Partners Group
Florida
$8M 176,154 -19,970 -10%
MMA
111
Miracle Mile Advisors
California
$7.94M 174,892 -54,037 -24%
LFA
112
Level Financial Advisors
New York
$7.8M 171,842 +17,180 +11%
MPWT
113
MassMutual Private Wealth & Trust
Connecticut
$7.7M 169,534 +19,340 +13%
ZIM
114
Zacks Investment Management
Illinois
$7.63M 167,973 +4,591 +3%
VWM
115
VCI Wealth Management
Missouri
$7.61M 167,606 +50,852 +44%
FAT
116
First American Trust
California
$7.6M 167,433 -5,449 -3%
AllianceBernstein
117
AllianceBernstein
Tennessee
$7.59M 167,256 +26,680 +19%
SA
118
Sanctuary Advisors
Indiana
$7.58M 170,919 +170,919 New
Pathstone Holdings
119
Pathstone Holdings
New Jersey
$7.55M 166,294 +5,689 +4%
CAM
120
Clark Asset Management
New Hampshire
$7.49M 165,039 +13,733 +9%
PPWP
121
Proquility Private Wealth Partners
Nevada
$7.46M 164,278 +3,536 +2%
NA
122
NewEdge Advisors
Louisiana
$7.34M 161,676 +9,938 +7%
GWSA
123
Global Wealth Strategies & Associates
Colorado
$7.3M 160,903 +6,936 +5%
SIA
124
Sovereign Investment Advisors
Arizona
$7.3M 157,548 -997 -0.6%
SIA
125
Strategic Investment Advisors
Michigan
$7.23M 159,148 +9,115 +6%
3 4
5
6 7