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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 %
PPWP
151
Premier Path Wealth Partners
New Jersey
$4.82M +$41.6K +916 +0.9%
Janus Henderson Group
152
Janus Henderson Group
United Kingdom
$4.81M +$547K +12,044 +13%
MWM
153
Marion Wealth Management
Pennsylvania
$4.8M +$148K +3,260 +3%
SP
154
SWS Partners
Ohio
$4.46M -$93K -2,048 -2%
UA
155
Unison Advisors
District of Columbia
$4.42M +$543K +11,966 +14%
BCM
156
Brookstone Capital Management
Illinois
$4.32M -$7.98M -173,206 -65%
BRWA
157
B. Riley Wealth Advisors
Florida
$4.29M -$1.64M -36,082 -28%
PS
158
Principal Securities
Iowa
$4.29M +$291K +6,419 +7%
HFS
159
Horizon Financial Services
North Carolina
$4.27M -$33.6K -741 -0.8%
Cerity Partners
160
Cerity Partners
New York
$4.06M +$187K +4,115 +5%
SSA
161
Schonfeld Strategic Advisors
New York
$3.97M +$3.97M +87,387 New
CWM
162
Congress Wealth Management
Massachusetts
$3.75M +$3.75M +82,525 New
TPW
163
Transatlantique Private Wealth
New York
$3.73M +$2.65M +38,937 +246%
CCA
164
Checchi Capital Advisers
California
$3.69M -$785K -17,286 -18%
SAM
165
Smartleaf Asset Management
Massachusetts
$3.65M -$1.79M -39,352 -33%
SC
166
Sykon Capital
New York
$3.63M +$502K +11,053 +16%
SFG
167
Sovereign Financial Group
Connecticut
$3.61M +$190K +4,184 +6%
ELM
168
Elite Life Management
Florida
$3.58M +$1.97M +43,340 +122%
CPRC
169
Consolidated Portfolio Review Corp
New York
$3.57M +$18.4K +405 +0.5%
RIM
170
Rockbridge Investment Management
New York
$3.56M +$50.2K +1,105 +1%
KA
171
Kure Advisory
Minnesota
$3.55M +$130K +2,860 +4%
EAMA
172
EFG Asset Management (Americas)
Florida
$3.54M +$1.91M +42,136 +118%
Fisher Asset Management
173
Fisher Asset Management
Washington
$3.54M +$1.94M +42,819 +122%
FHB
174
First Hawaiian Bank
Hawaii
$3.53M – – –
CCFM
175
Clear Creek Financial Management
Washington
$3.5M +$5.45K +120 +0.2%
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