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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 Market Value Shares Shares
Change 		Shares
Change %
SB
101
Strategic Blueprint
Georgia
$10.1M 212,948 +9,099 +4%
HPC
102
Hobart Private Capital
North Carolina
$9.91M 209,911 -4,908 -2%
SIA
103
SeaBridge Investment Advisors
New Jersey
$9.85M 208,570 +4,514 +2%
CAM
104
Clark Asset Management
New Hampshire
$9.61M 203,531 +38,492 +23%
CCA
105
Cravens & Co Advisors
Tennessee
$9.53M 201,795 +10,356 +5%
Federated Hermes
106
Federated Hermes
Pennsylvania
$9.5M 201,320 +90,320 +81%
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$9.5M 201,154 +60,314 +43%
Goldman Sachs
108
Goldman Sachs
New York
$9.49M 201,013 +45,036 +29%
WFA
109
Websterrogers Financial Advisors
South Carolina
$9.22M 195,331 -11,596 -6%
1IA
110
1834 Investment Advisors
Wisconsin
$9.22M 195,294 +37,049 +23%
SFPM
111
Sensible Financial Planning & Management
Massachusetts
$9.19M 194,669 +2,518 +1%
FAT
112
First American Trust
California
$9.08M 192,367 +24,934 +15%
KAS
113
Kestra Advisory Services
Texas
$9.05M 191,625 -66,862 -26%
EA
114
Evolution Advisers
Virginia
$8.93M 189,123 -2,159 -1%
WAM
115
WNY Asset Management
New York
$8.86M 187,661 -11,215 -6%
ZIM
116
Zacks Investment Management
Illinois
$8.77M 185,703 +17,730 +11%
VWM
117
VCI Wealth Management
Missouri
$8.63M 182,825 +15,219 +9%
MPWT
118
MassMutual Private Wealth & Trust
Connecticut
$8.61M 182,459 +12,925 +8%
LFA
119
Level Financial Advisors
New York
$8.55M 181,127 +9,285 +5%
MFG
120
Mendota Financial Group
Wisconsin
$8.28M 175,394 +25,658 +17%
MMA
121
Miracle Mile Advisors
California
$8.27M 175,189 +297 +0.2%
AllianceBernstein
122
AllianceBernstein
Tennessee
$8.07M 170,874 +3,618 +2%
PPWP
123
Proquility Private Wealth Partners
Nevada
$7.98M 169,064 +4,786 +3%
Pathstone Holdings
124
Pathstone Holdings
New Jersey
$7.97M 168,765 +2,471 +1%
OPPS
125
Obsidian Personal Planning Solutions
Maryland
$7.84M 171,230 +24,608 +17%
3 4
5
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