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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 %
SFA
176
Sequoia Financial Advisors
Ohio
$3.48M -$20.8M -458,446 -86%
OFS
177
OneAscent Financial Services
Alabama
$3.45M -$8.38M -184,527 -71%
CAM
178
Chandler Asset Management
California
$3.43M – – –
PCA
179
Prosperity Capital Advisors
Ohio
$3.41M +$677K +14,916 +25%
NYLIM
180
New York Life Investment Management
New York
$3.37M +$3.37M +74,252 New
FA
181
FC Advisory
Pennsylvania
$3.33M -$9.99K -220 -0.3%
AWMNH
182
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.33M +$548K +12,063 +20%
HP
183
Hilltop Partners
Indiana
$3.28M +$284K +6,261 +9%
FGAM
184
Financial Gravity Asset Management
Texas
$3.28M -$2.92M -64,270 -47%
GWMIA
185
Global Wealth Management Investment Advisory
Florida
$3.25M -$3.88M -85,403 -54%
CPBTD
186
Central Pacific Bank - Trust Division
Hawaii
$3.12M +$1.5M +33,124 +93%
GC
187
Guggenheim Capital
Illinois
$3.12M +$59.5K +1,311 +2%
BFA
188
Bragg Financial Advisors
North Carolina
$3.11M +$392K +8,624 +14%
Mariner
189
Mariner
Kansas
$3.1M -$576K -12,698 -16%
FFBTD
190
First Financial Bank - Trust Division
Ohio
$3.03M +$262K +5,772 +9%
HSBC Holdings
191
HSBC Holdings
United Kingdom
$3.03M -$296K -6,521 -9%
EIC
192
Equity Investment Corp
Georgia
$3.02M -$17K -375 -0.6%
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$3.02M -$386K -8,440 -11%
SRC
194
Sage Rhino Capital
California
$3.02M +$50.6K +1,115 +2%
AG
195
AlTi Global
New York
$2.97M -$231K -5,095 -7%
LFP
196
Leeward Financial Partners
Washington
$2.95M +$95.3K +2,099 +3%
ACM
197
Arlington Capital Management
Illinois
$2.91M -$49K -1,079 -2%
CA
198
Claro Advisors
Massachusetts
$2.9M +$1.28M +28,216 +79%
PFM
199
Phillips Financial Management
Indiana
$2.87M – – –
RWIA
200
Roger Wittlin Investment Advisory
California
$2.82M -$342K -7,523 -11%
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8
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