VMBS icon

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 %
TC
201
TownSquare Capital
Utah
$2.71M -$103K -2,263 -4%
HIM
202
Hanlon Investment Management
New Jersey
$2.64M +$37.4K +823 +1%
BTI
203
Blue Trust Inc
Georgia
$2.59M – – –
HW
204
Hancock Whitney
Mississippi
$2.59M -$26.6K -585 -1%
FHA
205
First Horizon Advisors
Tennessee
$2.58M +$23.8K +524 +0.9%
PMA
206
Prudent Man Advisors
Illinois
$2.51M +$2.13M +46,945 +557%
VBFP
207
Valtinson Bruner Financial Planning
Minnesota
$2.46M +$2.46M +54,136 New
Creative Planning
208
Creative Planning
Kansas
$2.46M +$754K +16,615 +44%
SAI
209
Savvy Advisors Inc
New York
$2.43M +$553K +12,175 +29%
DWS
210
Dynamic Wealth Strategies
California
$2.41M -$58.6K -1,291 -2%
ECA
211
Elevated Capital Advisors
Utah
$2.38M +$7.22K +159 +0.3%
CWM
212
Certus Wealth Management
California
$2.36M -$749K -16,491 -24%
VW
213
Veridan Wealth
Oregon
$2.32M +$2.32M +50,059 New
BAAM
214
Baker Avenue Asset Management
California
$2.29M -$66.8K -1,471 -3%
MHS
215
M Holdings Securities
Oregon
$2.28M +$2.28M +50,231 New
AAS
216
Avantax Advisory Services
Texas
$2.27M +$43.9K +968 +2%
AF
217
Advisornet Financial
Minnesota
$2.23M -$45.3K -997 -2%
RWP
218
RWA Wealth Partners
Massachusetts
$2.19M -$118K -2,605 -5%
CSB
219
City State Bank
Iowa
$2.18M -$142K -3,122 -6%
ACM
220
AlphaStar Capital Management
North Carolina
$2.14M -$39.5K -870 -2%
CIA
221
Concurrent Investment Advisors
Florida
$2.13M -$43.9K -968 -2%
FPCP
222
Fort Point Capital Partners
California
$2.13M -$676K -14,897 -24%
KIG
223
Kowal Investment Group
Wisconsin
$2.09M +$239K +5,273 +13%
BA
224
Bard Associates
Illinois
$2.07M -$28.2K -622 -1%
AG
225
Ascent Group
Virginia
$2.04M -$35.7K -786 -2%
7 8
9
10 11