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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 %
EIC
201
Equity Investment Corp
Georgia
$3.11M -$34.7K -735 -1%
AG
202
AlTi Global
New York
$3.03M -$61.1K -1,295 -2%
SEI Investments
203
SEI Investments
Pennsylvania
$3.02M -$6.76M -143,248 -69%
RWIA
204
Roger Wittlin Investment Advisory
California
$2.98M +$54.7K +1,159 +2%
PFM
205
Phillips Financial Management
Indiana
$2.97M -$19.8K -419 -0.7%
Mariner
206
Mariner
Kansas
$2.97M -$252K -5,334 -8%
FIA
207
Foundations Investment Advisors
Arizona
$2.88M +$1.59M +33,661 +123%
CPBTD
208
Central Pacific Bank - Trust Division
Hawaii
$2.87M -$377K -7,984 -12%
FHC
209
First Heartland Consultants
Missouri
$2.83M +$173K +3,670 +7%
SC
210
Sykon Capital
New York
$2.8M -$982K -20,793 -26%
CAC
211
Certified Advisory Corp
Florida
$2.74M +$743K +15,741 +37%
HIM
212
Hanlon Investment Management
New Jersey
$2.73M -$23.9K -507 -0.9%
HW
213
Hancock Whitney
Mississippi
$2.71M +$16.7K +354 +0.6%
PMA
214
Prudent Man Advisors
Illinois
$2.67M +$52.5K +1,111 +2%
TC
215
TownSquare Capital
Utah
$2.61M -$204K -4,322 -7%
VOYA Investment Management
216
VOYA Investment Management
Georgia
$2.59M +$2.59M +54,766 New
FHA
217
First Horizon Advisors
Tennessee
$2.55M -$132K -2,791 -5%
KIG
218
Kowal Investment Group
Wisconsin
$2.54M +$365K +7,731 +17%
BAAM
219
Baker Avenue Asset Management
California
$2.53M +$152K +3,216 +6%
DWS
220
Dynamic Wealth Strategies
California
$2.5M -$4.3K -91 -0.2%
ECA
221
Elevated Capital Advisors
Utah
$2.45M -$28.7K -608 -1%
Creative Planning
222
Creative Planning
Kansas
$2.42M -$137K -2,909 -5%
AF
223
Advisornet Financial
Minnesota
$2.37M +$56.4K +1,195 +2%
AAS
224
Avantax Advisory Services
Texas
$2.3M -$61.5K -1,303 -3%
DWM
225
Diversify Wealth Management
Utah
$2.29M +$570K +12,400 +33%
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