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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 %
PF
151
Parker Financial
Washington
$5.47M +$393K +8,623 +8%
SAM
152
Smartleaf Asset Management
Massachusetts
$5.46M +$47.4K +1,036 +0.9%
CFGS
153
Concourse Financial Group Securities
Alabama
$5.45M +$304K +6,660 +6%
APC
154
Aspire Private Capital
North Carolina
$5.34M +$222K +4,865 +4%
VWM
155
VCI Wealth Management
Missouri
$5.33M -$679K -14,879 -11%
CFAM
156
Center For Asset Management
Florida
$5.14M +$511K +11,213 +11%
BHPW
157
Beverly Hills Private Wealth
California
$4.98M +$4.98M +109,271 New
MFG
158
Mendota Financial Group
Wisconsin
$4.92M +$3.59M +78,781 +271%
WCM
159
Wunderlich Capital Managemnt
Tennessee
$4.77M -$129K -2,827 -3%
MWM
160
Marion Wealth Management
Pennsylvania
$4.68M +$81.9K +1,796 +2%
PPWP
161
Premier Path Wealth Partners
New Jersey
$4.67M +$980K +22,065 +27%
SP
162
SWS Partners
Ohio
$4.57M +$87.7K +1,922 +2%
AT
163
American Trust
Kentucky
$4.5M -$20.6M -450,902 -82%
CCA
164
Checchi Capital Advisers
California
$4.5M -$101K -2,204 -2%
HFS
165
Horizon Financial Services
North Carolina
$4.33M +$564K +12,375 +15%
Janus Henderson Group
166
Janus Henderson Group
United Kingdom
$4.29M +$2.65M +58,148 +162%
OBWG
167
Onyx Bridge Wealth Group
New York
$4.28M +$3.88M +87,407 +958%
PS
168
Principal Securities
Iowa
$4.02M +$782K +17,154 +24%
UA
169
Unison Advisors
District of Columbia
$3.89M +$305K +6,685 +8%
Cerity Partners
170
Cerity Partners
New York
$3.89M -$452K -9,907 -10%
Mariner
171
Mariner
Kansas
$3.69M +$625K +13,693 +20%
PI
172
PFG Investments
New York
$3.61M +$3.61M +79,103 New
CPRC
173
Consolidated Portfolio Review Corp
New York
$3.57M -$41.6K -913 -1%
FHB
174
First Hawaiian Bank
Hawaii
$3.55M +$89.2K +1,955 +3%
RIM
175
Rockbridge Investment Management
New York
$3.52M -$723K -15,848 -17%
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