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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 %
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$8.02M -$1.2M -26,156 -13%
GWSA
127
Global Wealth Strategies & Associates
Colorado
$7.94M +$487K +10,730 +7%
Jane Street
128
Jane Street
New York
$7.84M +$1.44M +31,815 +23%
EA
129
Evolution Advisers
Virginia
$7.59M -$985K -21,729 -11%
SIA
130
Sovereign Investment Advisors
Arizona
$7.44M +$96.1K +2,120 +1%
PPWP
131
Proquility Private Wealth Partners
Nevada
$7.41M -$251K -5,542 -3%
SWM
132
Seed Wealth Management
Illinois
$7.25M -$192K -4,240 -3%
PWMG
133
Pinnacle Wealth Management Group
Michigan
$7.01M +$564K +12,440 +9%
HBS
134
Howard Bailey Securities
Indiana
$6.97M +$218K +4,811 +3%
OAP
135
One Advisory Partners
Kansas
$6.86M +$425K +9,383 +7%
Invesco
136
Invesco
Georgia
$6.74M -$9.91M -218,573 -60%
DAS
137
Diversify Advisory Services
Utah
$6.71M +$212K +4,726 +3%
UWPG
138
Ullmann Wealth Partners Group
Florida
$6.7M -$374K -8,254 -5%
BHWM
139
Bay Harbor Wealth Management
Maryland
$6.61M -$99.2K -2,187 -1%
AllianceBernstein
140
AllianceBernstein
Tennessee
$6.55M -$1.2M -26,413 -15%
FIM
141
Freedom Investment Management
Connecticut
$6.53M +$205K +4,531 +3%
VWM
142
VCI Wealth Management
Missouri
$6.52M -$1.77M -39,090 -21%
PFS
143
Prospera Financial Services
Texas
$6.4M +$6.4M +141,204 New
SAI
144
Savvy Advisors Inc
New York
$6.37M +$1.45M +32,034 +30%
MFG
145
Mendota Financial Group
Wisconsin
$6.34M -$1.61M -35,549 -20%
MA
146
Mutual Advisors
Nebraska
$6.29M -$272K -6,005 -4%
SF
147
SWP Financial
California
$6.18M +$6.18M +136,330 New
SAM
148
Smartleaf Asset Management
Massachusetts
$6.08M +$773K +17,036 +15%
PA
149
PFG Advisors
Arizona
$6.04M -$311K -6,855 -5%
SWM
150
SigFig Wealth Management
California
$6.04M +$178K +3,931 +3%
4 5
6
7 8