VMBS icon

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 %
FFWA
151
Forthright Family Wealth Advisory
Texas
$5.82M -$587K -12,633 -9%
BTI
152
Blue Trust Inc
Georgia
$5.74M +$3.16M +69,676 +123%
APC
153
Aspire Private Capital
North Carolina
$5.56M +$178K +3,765 +3%
SAM
154
Smartleaf Asset Management
Massachusetts
$5.53M +$1.74M +36,789 +46%
SW
155
Simplicity Wealth
New Jersey
$5.5M -$638K -13,506 -10%
PF
156
Parker Financial
Washington
$5.47M -$102K -2,166 -2%
PPWP
157
Premier Path Wealth Partners
New Jersey
$5.43M +$415K +8,798 +8%
CFGS
158
Concourse Financial Group Securities
Alabama
$5.36M -$402K -8,507 -7%
MWM
159
Marion Wealth Management
Pennsylvania
$5.23M +$236K +5,001 +5%
HSBC Holdings
160
HSBC Holdings
United Kingdom
$5.13M +$1.98M +41,927 +63%
SAI
161
Savvy Advisors Inc
New York
$5.12M +$2.59M +54,812 +102%
OBWG
162
Onyx Bridge Wealth Group
New York
$4.95M +$4.39M +92,992 +786%
PCA
163
Prosperity Capital Advisors
Ohio
$4.94M +$1.4M +29,632 +39%
BHPW
164
Beverly Hills Private Wealth
California
$4.91M -$765K -16,194 -13%
UA
165
Unison Advisors
District of Columbia
$4.79M +$197K +4,166 +4%
SP
166
SWS Partners
Ohio
$4.73M +$91.6K +1,940 +2%
CAM
167
Chandler Asset Management
California
$4.66M +$1.09M +23,175 +31%
BCM
168
Brookstone Capital Management
Illinois
$4.43M +$1.13K +24 +0%
SSA
169
Schonfeld Strategic Advisors
New York
$4.27M +$147K +3,112 +4%
HFS
170
Horizon Financial Services
North Carolina
$4.27M -$173K -3,665 -4%
Cerity Partners
171
Cerity Partners
New York
$4.22M -$1.89K -40 -0%
BRWA
172
B. Riley Wealth Advisors
Florida
$4.2M -$239K -5,091 -5%
SFG
173
Sovereign Financial Group
Connecticut
$4.12M +$370K +7,843 +10%
PWM
174
Perigon Wealth Management
California
$4.11M +$4.11M +87,012 New
CPRC
175
Consolidated Portfolio Review Corp
New York
$3.92M +$213K +4,507 +6%
5 6
7
8 9