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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 %
PCA
201
Prosperity Capital Advisors
Ohio
$2.74M -$1.74M -38,134 -39%
BFA
202
Bragg Financial Advisors
North Carolina
$2.73M +$95.5K +2,093 +4%
HW
203
Hancock Whitney
Mississippi
$2.63M -$3.49M -76,433 -57%
HIM
204
Hanlon Investment Management
New Jersey
$2.62M +$207K +4,546 +9%
BTI
205
Blue Trust Inc
Georgia
$2.59M +$87.7K +1,922 +4%
FHA
206
First Horizon Advisors
Tennessee
$2.57M +$62.5K +1,370 +2%
FHC
207
First Heartland Consultants
Missouri
$2.56M +$153K +3,351 +6%
DWS
208
Dynamic Wealth Strategies
California
$2.48M +$2.48M +54,375 New
ECA
209
Elevated Capital Advisors
Utah
$2.38M +$371K +8,127 +18%
BAAM
210
Baker Avenue Asset Management
California
$2.37M -$5.98K -131 -0.3%
CSB
211
City State Bank
Iowa
$2.33M – – –
SFA
212
Seneca Financial Advisors
New York
$2.33M -$706K -15,477 -23%
RWP
213
RWA Wealth Partners
Massachusetts
$2.31M -$398K -8,722 -15%
AF
214
Advisornet Financial
Minnesota
$2.28M +$11.4K +250 +0.5%
AAS
215
Avantax Advisory Services
Texas
$2.23M -$132K -2,899 -6%
ACM
216
AlphaStar Capital Management
North Carolina
$2.19M -$114K -2,510 -5%
CIA
217
Concurrent Investment Advisors
Florida
$2.18M +$32K +701 +1%
BA
218
Bard Associates
Illinois
$2.11M -$13.7K -300 -0.6%
AG
219
Ascent Group
Virginia
$2.09M +$2.01K +44 +0.1%
UFA
220
US Financial Advisors
Massachusetts
$2.09M +$56.7K +1,244 +3%
SAW
221
Signal Advisors Wealth
Michigan
$2.08M +$1.03M +22,655 +99%
SBLIC
222
Security Benefit Life Insurance Company
Kansas
$1.95M – – –
SAI
223
Savvy Advisors Inc
New York
$1.89M +$857K +18,790 +83%
FI
224
FWG Investments
Kentucky
$1.87M -$17.2K -378 -0.9%
KIG
225
Kowal Investment Group
Wisconsin
$1.86M +$526K +11,543 +39%
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