VMBS icon

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 %
SIA
126
Sovereign Investment Advisors
Arizona
$7.23M +$45.5K +997 +0.6%
MA
127
Mutual Advisors
Nebraska
$7.2M +$579K +12,689 +9%
GWMIA
128
Global Wealth Management Investment Advisory
Florida
$7.16M -$36.4K -797 -0.5%
LFA
129
Level Financial Advisors
New York
$7.05M +$949K +20,796 +16%
BHWM
130
Bay Harbor Wealth Management
Maryland
$7.03M +$235K +5,144 +3%
GWSA
131
Global Wealth Strategies & Associates
Colorado
$7.02M +$366K +8,015 +5%
Goldman Sachs
132
Goldman Sachs
New York
$6.93M +$1.49M +32,567 +27%
NA
133
NewEdge Advisors
Louisiana
$6.92M -$491K -10,773 -7%
FNT
134
First National Trust
Pennsylvania
$6.91M +$919K +20,142 +15%
CAM
135
Clark Asset Management
New Hampshire
$6.9M +$806K +17,677 +13%
1IA
136
1834 Investment Advisors
Wisconsin
$6.89M +$19K +416 +0.3%
MPWT
137
MassMutual Private Wealth & Trust
Connecticut
$6.85M +$145K +3,176 +2%
SIA
138
Strategic Investment Advisors
Michigan
$6.84M +$674K +14,779 +11%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$6.52M +$1.45M +31,814 +29%
AllianceBernstein
140
AllianceBernstein
Tennessee
$6.41M +$779K +17,075 +14%
FGAM
141
Financial Gravity Asset Management
Texas
$6.27M -$32.2M -699,436 -84%
DAS
142
Diversify Advisory Services
Utah
$6.25M +$6.25M +138,183 New
FFWA
143
Forthright Family Wealth Advisory
Texas
$6.18M +$524K +11,494 +9%
ONB
144
Old National Bancorp
Indiana
$5.95M +$754K +16,532 +15%
OPPS
145
Obsidian Personal Planning Solutions
Maryland
$5.89M +$5.89M +133,204 New
OAP
146
One Advisory Partners
Kansas
$5.84M +$358K +7,840 +7%
SWM
147
SigFig Wealth Management
California
$5.75M +$336K +7,361 +6%
BRWA
148
B. Riley Wealth Advisors
Florida
$5.72M +$1.23M +27,990 +27%
PA
149
PFG Advisors
Arizona
$5.6M +$55.7K +1,222 +1%
FIM
150
Freedom Investment Management
Connecticut
$5.53M +$951K +20,853 +21%
4 5
6
7 8