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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SIA
126
Strategic Investment Advisors
Michigan
$7.78M +$262K +5,545 +3%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$7.77M -$3.75M -79,530 -33%
GWSA
128
Global Wealth Strategies & Associates
Colorado
$7.76M +$168K +3,550 +2%
SWM
129
Seed Wealth Management
Illinois
$7.75M +$724K +15,345 +10%
SIA
130
Sovereign Investment Advisors
Arizona
$7.64M +$204K +4,323 +3%
Bessemer Group
131
Bessemer Group
New Jersey
$7.37M +$7.15M +151,366 +3,214%
UWPG
132
Ullmann Wealth Partners Group
Florida
$7.37M -$950K -20,128 -11%
Allspring Global Investments
133
Allspring Global Investments
North Carolina
$7.19M -$30.7M -650,000 -81%
HBS
134
Howard Bailey Securities
Indiana
$7.03M +$7.03M +148,997 New
ONB
135
Old National Bancorp
Indiana
$7.02M +$600K +12,700 +9%
BHWM
136
Bay Harbor Wealth Management
Maryland
$6.98M -$75.2K -1,592 -1%
MG
137
Mather Group
Illinois
$6.95M -$150M -3,184,425 -96%
Prudential Financial
138
Prudential Financial
New Jersey
$6.84M -$63.1K -1,348 -0.9%
PWMG
139
Pinnacle Wealth Management Group
Michigan
$6.71M +$6.71M +142,118 New
OAP
140
One Advisory Partners
Kansas
$6.7M -$37.5K -794 -0.6%
DAS
141
Diversify Advisory Services
Utah
$6.69M +$579K +12,577 +9%
Jane Street
142
Jane Street
New York
$6.66M +$6.66M +141,142 New
MA
143
Mutual Advisors
Nebraska
$6.66M -$1.67M -36,188 -20%
PA
144
PFG Advisors
Arizona
$6.61M +$646K +13,683 +11%
FIM
145
Freedom Investment Management
Connecticut
$6.59M +$332K +7,029 +5%
BWM
146
Brophy Wealth Management
New Hampshire
$6.5M +$6.5M +137,779 New
CFAM
147
Center For Asset Management
Florida
$6.19M +$137K +2,894 +2%
SWM
148
SigFig Wealth Management
California
$6.11M +$4.35K +92 +0.1%
PS
149
Principal Securities
Iowa
$5.9M +$1.44M +30,531 +32%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$5.88M +$2.76M +58,236 +88%
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