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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 %
BCM
176
Brookstone Capital Management
Illinois
$4.48M +$230K +5,062 +5%
CPRC
177
Consolidated Portfolio Review Corp
New York
$4.28M +$506K +11,159 +13%
Janus Henderson Group
178
Janus Henderson Group
United Kingdom
$4.23M -$15.3M -336,880 -78%
Cerity Partners
179
Cerity Partners
New York
$4.02M -$29.2K -644 -0.7%
SRC
180
Sage Rhino Capital
California
$4.01M +$918K +20,244 +30%
ECA
181
Elevated Capital Advisors
Utah
$4M +$1.65M +36,350 +70%
SBLIC
182
Security Benefit Life Insurance Company
Kansas
$3.93M +$1.99M +43,930 +103%
FFBTD
183
First Financial Bank - Trust Division
Ohio
$3.93M +$203K +4,479 +5%
OHWA
184
Oak Hill Wealth Advisors
Virginia
$3.93M +$3.93M +86,581 New
SFG
185
Sovereign Financial Group
Connecticut
$3.9M -$53.6K -1,182 -1%
FGC
186
Financial Gravity Companies
Texas
$3.86M +$333K +7,344 +9%
FHB
187
First Hawaiian Bank
Hawaii
$3.84M +$128K +2,830 +3%
HP
188
Hilltop Partners
Indiana
$3.81M +$416K +9,169 +12%
GC
189
Guggenheim Capital
Illinois
$3.8M +$589K +12,984 +18%
AWMNH
190
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.8M +$129K +2,842 +4%
EAMA
191
EFG Asset Management (Americas)
Florida
$3.78M +$209K +4,617 +6%
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
$3.69M +$3.69M +81,481 New
PWM
193
Perigon Wealth Management
California
$3.66M -$280K -6,186 -7%
HI
194
Harbour Investments
Wisconsin
$3.65M +$488K +10,768 +15%
VA
195
Vident Advisory
Georgia
$3.59M +$3.59M +79,173 New
RIM
196
Rockbridge Investment Management
New York
$3.55M -$4.94K -109 -0.1%
FA
197
FC Advisory
Pennsylvania
$3.49M +$60.7K +1,338 +2%
CCA
198
Checchi Capital Advisers
California
$3.45M -$139K -3,064 -4%
DWM
199
Diversify Wealth Management
Utah
$3.37M +$1.14M +25,542 +51%
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$3.37M -$2.27M -49,959 -40%
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