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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 %
CCFM
176
Clear Creek Financial Management
Washington
$3.51M -$9.62K -211 -0.3%
CAM
177
Chandler Asset Management
California
$3.44M +$556K +12,200 +19%
KA
178
Kure Advisory
Minnesota
$3.44M +$49.5K +1,085 +1%
SFG
179
Sovereign Financial Group
Connecticut
$3.43M +$50K +1,097 +1%
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$3.4M +$158K +3,453 +5%
FA
181
FC Advisory
Pennsylvania
$3.36M +$2.87K +63 +0.1%
HSBC Holdings
182
HSBC Holdings
United Kingdom
$3.34M -$294K -6,436 -8%
AG
183
AlTi Global
New York
$3.22M -$8.47M -185,659 -72%
RWIA
184
Roger Wittlin Investment Advisory
California
$3.17M +$20.1K +441 +0.6%
SC
185
Sykon Capital
New York
$3.15M +$1.95M +42,645 +162%
GC
186
Guggenheim Capital
Illinois
$3.07M +$357K +7,828 +13%
CWM
187
Certus Wealth Management
California
$3.06M -$321K -7,174 -9%
EIC
188
Equity Investment Corp
Georgia
$3.05M -$25.8K -565 -0.8%
HP
189
Hilltop Partners
Indiana
$3.01M +$109K +2,388 +4%
SRC
190
Sage Rhino Capital
California
$2.98M +$307K +6,721 +11%
PWM
191
Perigon Wealth Management
California
$2.98M +$195K +4,272 +7%
ACM
192
Arlington Capital Management
Illinois
$2.97M +$2.97M +65,202 New
PFM
193
Phillips Financial Management
Indiana
$2.89M – – –
SWM
194
Seed Wealth Management
Illinois
$2.88M +$439K +9,720 +18%
LFP
195
Leeward Financial Partners
Washington
$2.87M +$253K +5,547 +10%
TC
196
TownSquare Capital
Utah
$2.83M +$1.62M +35,581 +135%
FPCP
197
Fort Point Capital Partners
California
$2.82M -$82.8K -1,815 -3%
AWMNH
198
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.79M +$259K +5,668 +10%
OMC
199
Old Mission Capital
Illinois
$2.79M +$2.79M +61,140 New
FFBTD
200
First Financial Bank - Trust Division
Ohio
$2.78M +$735K +16,117 +36%
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