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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

606 hedge funds and large institutions have $17.3B invested in Vanguard Mortgage-Backed Securities ETF in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 256 increasing their positions, 210 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
-18
Holders Change %
-2.88%
% of All Funds
8.23%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.63%
New
64
Increased
256
Reduced
210
Closed
62
Calls
$5K
Puts
$528K
Net Calls
-$523K
Net Calls Change
-$523K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.26B
2
Raymond James Financial
Raymond James Financial
Florida
$256M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$966M
4
GC
Garde Capital
Washington
$29.3M
5
SW
SoFi Wealth
California
$25.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.43B
2
Charles Schwab
Charles Schwab
California
$5.11B
3
EP
Essential Planning
New Hampshire
$1.23M
4
AA
Advisory Alpha
Michigan
$2.66M
5
Goldman Sachs
Goldman Sachs
New York
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
226
Gould Asset Management
California
$2.53M +$2.53M +54,665 New
SF
227
Seek First
California
$2.5M +$2.5M +54,092 New
VA
228
VestGen Advisors
Illinois
$2.5M +$2.5M +54,072 New
CA
229
CGN Advisors
Kansas
$2.49M +$41.4K +894 +2%
HW
230
Hancock Whitney
Mississippi
$2.49M -$109K -2,351 -4%
RWM
231
Rialto Wealth Management
New York
$2.45M +$292K +6,311 +14%
FIA
232
Foundations Investment Advisors
Arizona
$2.42M -$324K -7,005 -12%
AAS
233
Avantax Advisory Services
Texas
$2.36M -$45.2K -977 -2%
CIA
234
Concurrent Investment Advisors
Florida
$2.33M +$24K +518 +1%
P
235
&Partners
Tennessee
$2.32M -$4.44K -96 -0.2%
VW
236
Veridan Wealth
Oregon
$2.32M +$12.2K +264 +0.5%
TWM
237
TriaGen Wealth Management
California
$2.31M +$282K +6,097 +14%
RWIA
238
Roger Wittlin Investment Advisory
California
$2.27M -$74.4K -1,607 -3%
SAW
239
Signal Advisors Wealth
Michigan
$2.25M -$82K -1,770 -4%
CSB
240
City State Bank
Iowa
$2.22M +$100K +2,170 +5%
CWM
241
Centurion Wealth Management
Virginia
$2.21M – – –
CFG
242
Citizens Financial Group
Rhode Island
$2.2M -$705K -15,232 -24%
AF
243
Advisornet Financial
Minnesota
$2.17M -$25.8K -558 -1%
GWM
244
Geneos Wealth Management
Colorado
$2.16M +$1.28M +27,549 +145%
Comerica Bank
245
Comerica Bank
Texas
$2.14M +$97K +2,094 +5%
WA
246
Westfuller Advisors
New York
$2.13M +$335K +7,233 +19%
LF
247
LifePlan Financial
Minnesota
$2.09M +$66.9K +1,444 +3%
MF
248
Montis Financial
Massachusetts
$2.07M -$462K -9,982 -18%
JWCA
249
J.W. Cole Advisors
Florida
$2.04M -$106K -2,299 -5%
CWM
250
Certus Wealth Management
California
$2.04M -$153K -3,354 -7%
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