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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 %
CCFM
201
Clear Creek Financial Management
Washington
$3.36M -$108K -2,383 -3%
GWMIA
202
Global Wealth Management Investment Advisory
Florida
$3.35M +$9.84K +217 +0.3%
ELM
203
Elite Life Management
Florida
$3.34M +$36.3K +800 +1%
LFP
204
Leeward Financial Partners
Washington
$3.31M +$288K +6,348 +10%
BFA
205
Bragg Financial Advisors
North Carolina
$3.31M +$115K +2,546 +4%
DWS
206
Dynamic Wealth Strategies
California
$3.3M +$902K +19,891 +38%
MA
207
MAS Advisors
Florida
$3.28M +$3.28M +72,328 New
BRWA
208
B. Riley Wealth Advisors
Florida
$3.27M -$782K -17,253 -19%
ACM
209
Arlington Capital Management
Illinois
$3.22M +$199K +4,390 +7%
CA
210
CoreCap Advisors
Michigan
$3.09M +$2.22M +49,024 +257%
SC
211
Syon Capital
California
$3.08M -$11.1M -244,315 -78%
WB
212
WesBanco Bank
West Virginia
$3.01M +$2.27M +49,961 +304%
Mariner
213
Mariner
Kansas
$3.01M +$157K +3,456 +5%
SAM
214
SignalPoint Asset Management
Missouri
$2.99M +$972K +21,428 +48%
SEI Investments
215
SEI Investments
Pennsylvania
$2.97M +$72.5K +1,600 +2%
CA
216
Claro Advisors
Massachusetts
$2.96M -$60.9K -1,343 -2%
FHC
217
First Heartland Consultants
Missouri
$2.96M +$240K +5,291 +9%
VBFP
218
Valtinson Bruner Financial Planning
Minnesota
$2.93M -$591K -13,043 -17%
EIC
219
Equity Investment Corp
Georgia
$2.89M -$97.5K -2,150 -3%
VOYA Investment Management
220
VOYA Investment Management
Georgia
$2.88M +$402K +8,862 +16%
PFM
221
Phillips Financial Management
Indiana
$2.85M – – –
CFG
222
Citizens Financial Group
Rhode Island
$2.84M +$2.03M +44,717 +248%
CAC
223
Certified Advisory Corp
Florida
$2.69M +$57K +1,258 +2%
GCA
224
Greenwood Capital Associates
South Carolina
$2.69M +$1.62M +35,735 +152%
FIA
225
Foundations Investment Advisors
Arizona
$2.69M -$81.9K -1,807 -3%
7 8
9
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