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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
1IA
126
1834 Investment Advisors
Wisconsin
$7.18M +$322K +7,087 +5%
Goldman Sachs
127
Goldman Sachs
New York
$7.08M +$182K +4,009 +3%
MFG
128
Mendota Financial Group
Wisconsin
$6.8M +$1.9M +41,892 +39%
BHWM
129
Bay Harbor Wealth Management
Maryland
$6.79M -$209K -4,614 -3%
SWM
130
Seed Wealth Management
Illinois
$6.75M +$3.86M +85,070 +134%
Prudential Financial
131
Prudential Financial
New Jersey
$6.69M -$1.66M -36,582 -20%
OPPS
132
Obsidian Personal Planning Solutions
Maryland
$6.66M +$609K +13,418 +10%
CIP
133
Capital Insight Partners
Arizona
$6.48M +$6.48M +142,735 New
OAP
134
One Advisory Partners
Kansas
$6.48M +$667K +14,686 +11%
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$6.4M -$91.3K -2,010 -1%
FFWA
136
Forthright Family Wealth Advisory
Texas
$6.27M +$119K +2,631 +2%
ONB
137
Old National Bancorp
Indiana
$6.18M +$258K +5,672 +4%
DAS
138
Diversify Advisory Services
Utah
$6.05M -$254K -5,565 -4%
FIM
139
Freedom Investment Management
Connecticut
$6.01M +$514K +11,325 +9%
SW
140
Simplicity Wealth
New Jersey
$5.9M -$2.7M -59,462 -31%
SWM
141
SigFig Wealth Management
California
$5.86M +$131K +2,878 +2%
CFAM
142
Center For Asset Management
Florida
$5.82M +$699K +15,395 +14%
PA
143
PFG Advisors
Arizona
$5.74M +$159K +3,501 +3%
CFGS
144
Concourse Financial Group Securities
Alabama
$5.54M +$114K +2,511 +2%
BHPW
145
Beverly Hills Private Wealth
California
$5.46M +$497K +10,943 +10%
PF
146
Parker Financial
Washington
$5.35M -$88K -1,940 -2%
APC
147
Aspire Private Capital
North Carolina
$5.18M -$139K -3,072 -3%
Federated Hermes
148
Federated Hermes
Pennsylvania
$5.04M +$5.04M +111,000 New
WCM
149
Wunderlich Capital Managemnt
Tennessee
$4.9M +$158K +3,471 +3%
AIA
150
Acute Investment Advisory
Arizona
$4.87M +$4.87M +107,286 New
4 5
6
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