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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 %
DPI
151
Diversified Portfolios Inc
Michigan
$6.03M +$6.03M +133,009 New
MG
152
Mather Group
Illinois
$6M -$676K -14,904 -10%
CFAM
153
Center For Asset Management
Florida
$5.61M -$331K -7,307 -6%
CWM
154
Congress Wealth Management
Massachusetts
$5.54M +$2.1M +46,259 +61%
PPWP
155
Premier Path Wealth Partners
New Jersey
$5.45M +$241K +5,318 +5%
CFGS
156
Concourse Financial Group Securities
Alabama
$5.43M +$286K +6,305 +6%
Federated Hermes
157
Federated Hermes
Pennsylvania
$5.31M -$3.81M -84,100 -42%
PF
158
Parker Financial
Washington
$5.29M +$31.6K +695 +0.6%
FFWA
159
Forthright Family Wealth Advisory
Texas
$5.26M -$423K -9,328 -7%
APC
160
Aspire Private Capital
North Carolina
$5.25M -$93.5K -2,063 -2%
MWM
161
Marion Wealth Management
Pennsylvania
$5.21M +$185K +4,088 +4%
PMWMG
162
Parr McKnight Wealth Management Group
Minnesota
$5.14M +$5.14M +113,446 New
SP
163
SWS Partners
Ohio
$5.08M +$537K +11,838 +12%
CAM
164
Chandler Asset Management
California
$5.07M +$597K +13,170 +13%
PS
165
Principal Securities
Iowa
$4.88M -$785K -17,303 -14%
UA
166
Unison Advisors
District of Columbia
$4.84M +$242K +5,327 +5%
PCA
167
Prosperity Capital Advisors
Ohio
$4.82M +$75.3K +1,660 +2%
HSBC Holdings
168
HSBC Holdings
United Kingdom
$4.81M -$112K -2,472 -2%
Fisher Asset Management
169
Fisher Asset Management
Washington
$4.75M +$1.21M +26,648 +34%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$4.69M -$2.78M -61,243 -37%
CM
171
Columbus Macro
Pennsylvania
$4.6M +$3.1M +68,268 +205%
BHPW
172
Beverly Hills Private Wealth
California
$4.56M -$156K -3,439 -3%
BTI
173
Blue Trust Inc
Georgia
$4.56M -$1.18M -25,963 -21%
HFS
174
Horizon Financial Services
North Carolina
$4.51M +$408K +8,993 +10%
OFS
175
OneAscent Financial Services
Alabama
$4.48M +$4.48M +98,886 New
5 6
7
8 9