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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 %
FFBTD
176
First Financial Bank - Trust Division
Ohio
$3.88M +$723K +15,309 +23%
FHB
177
First Hawaiian Bank
Hawaii
$3.86M +$193K +4,090 +5%
AWMNH
178
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.82M +$365K +7,725 +11%
CCA
179
Checchi Capital Advisers
California
$3.73M -$103K -2,174 -3%
KA
180
Kure Advisory
Minnesota
$3.73M +$36.4K +771 +1%
EAMA
181
EFG Asset Management (Americas)
Florida
$3.71M +$36.6K +776 +1%
RIM
182
Rockbridge Investment Management
New York
$3.7M +$472 +10 +0%
Fisher Asset Management
183
Fisher Asset Management
Washington
$3.69M +$10.8K +229 +0.3%
FGC
184
Financial Gravity Companies
Texas
$3.68M +$3.68M +77,889 New
VBFP
185
Valtinson Bruner Financial Planning
Minnesota
$3.67M +$1.11M +23,595 +44%
CCFM
186
Clear Creek Financial Management
Washington
$3.61M -$33.9K -718 -0.9%
CWM
187
Congress Wealth Management
Massachusetts
$3.59M -$311K -6,580 -8%
FA
188
FC Advisory
Pennsylvania
$3.57M +$101K +2,143 +3%
HP
189
Hilltop Partners
Indiana
$3.53M +$118K +2,503 +3%
GWMIA
190
Global Wealth Management Investment Advisory
Florida
$3.48M +$93.1K +1,971 +3%
ELM
191
Elite Life Management
Florida
$3.44M -$282K -5,980 -8%
SFA
192
Sequoia Financial Advisors
Ohio
$3.43M -$184K -3,899 -5%
GC
193
Guggenheim Capital
Illinois
$3.35M +$101K +2,144 +3%
BFA
194
Bragg Financial Advisors
North Carolina
$3.33M +$97.1K +2,057 +3%
HI
195
Harbour Investments
Wisconsin
$3.29M +$1.92M +40,718 +140%
SRC
196
Sage Rhino Capital
California
$3.22M +$83K +1,758 +3%
LFP
197
Leeward Financial Partners
Washington
$3.15M +$84.8K +1,797 +3%
CA
198
Claro Advisors
Massachusetts
$3.15M +$133K +2,826 +4%
ACM
199
Arlington Capital Management
Illinois
$3.15M +$123K +2,603 +4%
IWP
200
Innova Wealth Partners
Pennsylvania
$3.15M +$3.15M +66,726 New
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8
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