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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FAT
101
First American Trust
California
$10.7M +$1.93M +42,591 +22%
KFG
102
Kingdom Financial Group
Arizona
$10.6M -$666K -14,684 -6%
CAM
103
Clark Asset Management
New Hampshire
$10.4M +$1.19M +26,217 +13%
HPC
104
Hobart Private Capital
North Carolina
$10.1M +$603K +13,306 +6%
SB
105
Strategic Blueprint
Georgia
$10M +$350K +7,710 +4%
SFPM
106
Sensible Financial Planning & Management
Massachusetts
$9.76M +$938K +20,682 +11%
KAS
107
Kestra Advisory Services
Texas
$9.54M +$853K +18,806 +10%
CCA
108
Cravens & Co Advisors
Tennessee
$9.53M +$382K +8,418 +4%
Allspring Global Investments
109
Allspring Global Investments
North Carolina
$9.46M +$2.56M +56,504 +37%
MMA
110
Miracle Mile Advisors
California
$9.46M +$1.52M +33,535 +19%
Bessemer Group
111
Bessemer Group
New Jersey
$9.45M +$2.37M +52,246 +33%
1IA
112
1834 Investment Advisors
Wisconsin
$9.43M +$578K +12,757 +7%
ERFOTCOFW
113
Employees Retirement Fund of the City of Fort Worth
Texas
$9.07M +$9.07M +20,000 New
WFA
114
Websterrogers Financial Advisors
South Carolina
$8.99M +$133K +2,937 +2%
SFA
115
Sequoia Financial Advisors
Ohio
$8.99M +$5.69M +125,449 +173%
LFA
116
Level Financial Advisors
New York
$8.78M +$564K +12,438 +7%
WAM
117
WNY Asset Management
New York
$8.73M +$223K +4,928 +3%
SIA
118
SeaBridge Investment Advisors
New Jersey
$8.7M -$752K -16,580 -8%
ZIM
119
Zacks Investment Management
Illinois
$8.7M +$280K +6,169 +3%
Pathstone Holdings
120
Pathstone Holdings
New Jersey
$8.67M +$1.02M +22,541 +13%
ONB
121
Old National Bancorp
Indiana
$8.64M +$1.9M +41,799 +28%
OPPS
122
Obsidian Personal Planning Solutions
Maryland
$8.49M +$678K +14,871 +9%
MPWT
123
MassMutual Private Wealth & Trust
Connecticut
$8.29M +$20.3K +447 +0.2%
OBWG
124
Onyx Bridge Wealth Group
New York
$8.14M +$3.39M +74,660 +71%
SIA
125
Strategic Investment Advisors
Michigan
$8.05M +$583K +12,854 +8%
3 4
5
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