We are live on ! Find out more
VMBS icon

Vanguard Mortgage-Backed Securities ETF
VMBS

592 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, 278 increasing their positions, 173 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 173

21% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 63

14% more funds holding in top 10

Funds holding in top 10: 42 → 48 (+6)

1% more funds holding

Funds holding: 584 → 592 (+8)

3% more capital invested

Capital invested by funds: $16.1B → $16.6B (+$433M)

1.33% less ownership

Funds ownership: 91.69% → 90.36% (-1.3%)

99% less call options, than puts

Call options by funds: $42K | Put options by funds: $3.79M

Holders
592
Holders Change
+8
Holders Change %
+1.37%
% of All Funds
8.5%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.69%
New
76
Increased
278
Reduced
173
Closed
63
Calls
$42K
Puts
$3.79M
Net Calls
-$3.75M
Net Calls Change
-$2.91M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$211M
2
Bank of America
Bank of America
North Carolina
+$99.7M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$86M
4
JP Morgan Chase
JP Morgan Chase
New York
+$82.8M
5
RJA
Raymond James & Associates
Florida
+$80.9M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$958M
2
MG
Mather Group
Illinois
-$148M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$30.3M
4
AT
American Trust
Kentucky
-$16.7M
5
Morgan Stanley
Morgan Stanley
New York
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPRC
176
Consolidated Portfolio Review Corp
New York
$3.92M +$210K +4,507 +6%
FFBTD
177
First Financial Bank - Trust Division
Ohio
$3.88M +$713K +15,309 +23%
FHB
178
First Hawaiian Bank
Hawaii
$3.86M +$191K +4,090 +5%
AWMNH
179
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.82M +$360K +7,725 +11%
CCA
180
Checchi Capital Advisers
California
$3.73M -$101K -2,174 -3%
KA
181
Kure Advisory
Minnesota
$3.73M +$35.9K +771 +1%
EAMA
182
EFG Asset Management (Americas)
Florida
$3.71M +$36.2K +776 +1%
RIM
183
Rockbridge Investment Management
New York
$3.7M +$466 +10 +0%
Fisher Asset Management
184
Fisher Asset Management
Washington
$3.69M +$10.7K +229 +0.3%
FGC
185
Financial Gravity Companies
Texas
$3.68M +$3.63M +77,889 New
VBFP
186
Valtinson Bruner Financial Planning
Minnesota
$3.67M +$1.1M +23,595 +44%
CCFM
187
Clear Creek Financial Management
Washington
$3.61M -$33.4K -718 -0.9%
CWM
188
Congress Wealth Management
Massachusetts
$3.59M -$307K -6,580 -8%
FA
189
FC Advisory
Pennsylvania
$3.57M +$99.8K +2,143 +3%
HP
190
Hilltop Partners
Indiana
$3.53M +$117K +2,503 +3%
GWMIA
191
Global Wealth Management Investment Advisory
Florida
$3.48M +$91.8K +1,971 +3%
ELM
192
Elite Life Management
Florida
$3.44M -$279K -5,980 -8%
SFA
193
Sequoia Financial Advisors
Ohio
$3.43M -$182K -3,899 -5%
GC
194
Guggenheim Capital
Illinois
$3.35M +$99.9K +2,144 +3%
BFA
195
Bragg Financial Advisors
North Carolina
$3.33M +$95.8K +2,057 +3%
HI
196
Harbour Investments
Wisconsin
$3.29M +$1.9M +40,718 +140%
SRC
197
Sage Rhino Capital
California
$3.22M +$81.9K +1,758 +3%
LFP
198
Leeward Financial Partners
Washington
$3.15M +$83.7K +1,797 +3%
CA
199
Claro Advisors
Massachusetts
$3.15M +$132K +2,826 +4%
ACM
200
Arlington Capital Management
Illinois
$3.15M +$121K +2,603 +4%
6 7
8
9 10