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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

606 hedge funds and large institutions have $12.7B invested in Vanguard Mortgage-Backed Securities ETF in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 256 increasing their positions, 193 reducing their positions, and 59 closing their positions.

Holders
606
Holders Change
–
Holders Change %
0%
% of All Funds
8.14%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.56%
New
77
Increased
256
Reduced
193
Closed
59
Calls
$538K
Puts
$528K
Net Calls
+$10K
Net Calls Change
+$533K

Top Buyers

1
MG
1
Mather Group
Illinois
$300M
2
KIM
2
Kestra Investment Management
Texas
$84.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.3B
4
Bank of America
4
Bank of America
North Carolina
$2.46B
5
Osaic Holdings
5
Osaic Holdings
Arizona
$43.6M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$153M
2
MIM
2
Morningstar Investment Management
Illinois
$0
3
AWM
3
AE Wealth Management
Kansas
$1.84M
4
AWS
4
Atria Wealth Solutions
New York
$6.21M
5
Ameriprise
5
Ameriprise
Minnesota
$230M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.46B 53,150,304 +643,509 +1%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.3B 49,670,899 +964,005 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$977M 21,081,488 +221,237 +1%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$467M 10,082,461 +31,772 +0.3%
AssetMark Inc
5
AssetMark Inc
California
$399M 8,614,281 +321,293 +4%
Wells Fargo
6
Wells Fargo
California
$332M 7,171,795 +157,983 +2%
MG
7
Mather Group
Illinois
$300M 6,470,848 +6,364,981 +6,012%
LPL Financial
8
LPL Financial
California
$283M 6,104,824 +188,971 +3%
Stifel Financial
9
Stifel Financial
Missouri
$271M 5,854,616 -24,617 -0.4%
Raymond James Financial
10
Raymond James Financial
Florida
$264M 5,688,769 +171,389 +3%
Ameriprise
11
Ameriprise
Minnesota
$230M 4,964,664 -328,228 -6%
Morgan Stanley
12
Morgan Stanley
New York
$213M 4,598,287 +60,723 +1%
TPCW
13
TD Private Client Wealth
New York
$192M 4,141,363 +217,904 +6%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$164M 3,546,904 -310,337 -8%
LNC
15
Lincoln National Corp
Pennsylvania
$160M 3,452,281 -48,638 -1%
Charles Schwab
16
Charles Schwab
California
$153M 3,295,801 -107,072,356 -97%
Kovitz Investment Group Partners
17
Kovitz Investment Group Partners
Illinois
$107M 2,299,857 +38,999 +2%
KeyBank National Association
18
KeyBank National Association
Ohio
$101M 2,177,505 -44,135 -2%
CA
19
Clearstead Advisors
Ohio
$101M 2,175,793 +344,171 +19%
KIM
20
Kestra Investment Management
Texas
$84.3M 1,820,496 +971,032 +114%
CM
21
Castleark Management
Illinois
$79M 1,705,540 +96,460 +6%
AIM
22
Acropolis Investment Management
Missouri
$76.9M 1,658,973 +31,666 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$73.1M 1,576,376 +30,224 +2%
Financial Engines Advisors
24
Financial Engines Advisors
California
$69.1M 1,491,066 -103,348 -6%
VA
25
Valmark Advisers
Ohio
$66.9M 1,442,830 +48,778 +3%
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