Vanguard Group
AOMR

Vanguard Group’s Angel Oak Mortgage REIT AOMR Stock Holding History

Vanguard Group’s Portfolio AOMR Stock Details AOMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$8.17M Buy
948,609
+74,574
+9% +$667K ﹤0.01% 3067
2025
Q3 		$8.19M Buy
874,035
+35,580
+4% +$341K ﹤0.01% 3080
2025
Q2 		$7.9M Sell
838,455
-34,737
-4% -$316K ﹤0.01% 3030
2025
Q1 		$8.32M Buy
873,192
+49,874
+6% +$496K ﹤0.01% 2948
2024
Q4 		$7.64M Sell
823,318
-75,361
-8% -$721K ﹤0.01% 3086
2024
Q3 		$9.37M Buy
898,679
+13,809
+2% +$159K ﹤0.01% 2989
2024
Q2 		$11.6M Buy
884,870
+20,502
+2% +$239K ﹤0.01% 2833
2024
Q1 		$9.28M Buy
864,368
+12,208
+1% +$129K ﹤0.01% 3000
2023
Q4 		$9.03M Buy
852,160
+96,180
+13% +$911K ﹤0.01% 3006
2023
Q3 		$6.45M Buy
755,980
+178,370
+31% +$1.62M ﹤0.01% 3137
2023
Q2 		$4.76M Buy
577,610
+4,687
+0.8% +$36.1K ﹤0.01% 3327
2023
Q1 		$4.18M Buy
572,923
+3,319
+0.6% +$24.5K ﹤0.01% 3389
2022
Q4 		$2.69M Buy
569,604
+1,740
+0.3% +$14.4K ﹤0.01% 3555
2022
Q3 		$6.8M Buy
567,864
+211,480
+59% +$2.98M ﹤0.01% 3150
2022
Q2 		$4.62M Buy
356,384
+14,439
+4% +$213K ﹤0.01% 3417
2022
Q1 		$5.61M Buy
341,945
+30,894
+10% +$511K ﹤0.01% 3473
2021
Q4 		$5.1M Buy
311,051
+107,786
+53% +$1.86M ﹤0.01% 3598
2021
Q3 		$3.44M Buy
203,265
+11,265
+6% +$200K ﹤0.01% 3859
2021
Q2 		$3.43M Buy
+192,000
New +$3.46M ﹤0.01% 3775

Other funds holding AOMR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return

Vanguard Group's AOMR Position: Q4 2025 in Review

Vanguard Group increased its Angel Oak Mortgage REIT (AOMR) stake by 8.5% in Q4 2025, buying an estimated $667K and bringing the position to 948,609 shares worth $8.17M. The position accounts for ﹤0.01% of the portfolio, ranked #3067.

Vanguard Group first reported a position in AOMR in Q2 2021 and has held it in 19 quarters since. The position peaked at $11.6M in Q2 2024. 80 funds tracked by Wall St. Rank hold AOMR as of Q4 2025.

  • Vanguard Group held 948,609 shares of Angel Oak Mortgage REIT worth $8.17M as of Q4 2025.
  • Vanguard Group bought 74,574 Angel Oak Mortgage REIT shares in Q4 2025, an estimated $667K.
  • Angel Oak Mortgage REIT made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #3067 holding.
  • Vanguard Group first reported a position in Angel Oak Mortgage REIT in Q2 2021 and has held it in 19 quarters since.
  • Vanguard Group's Angel Oak Mortgage REIT position peaked at $11.6M in Q2 2024.
  • 80 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.