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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

609 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, 196 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+3
Holders Change %
+0.5%
% of All Funds
8.17%
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
196
Closed
59
Calls
$538K
Puts
$528K
Net Calls
+$10K
Net Calls Change
+$533K

Top Buyers

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

Top Sellers

1
Charles Schwab
Charles Schwab
California
$153M
2
MIM
Morningstar Investment Management
Illinois
$0
3
AWM
AE Wealth Management
Kansas
$1.84M
4
AWS
Atria Wealth Solutions
New York
$6.21M
5
Ameriprise
Ameriprise
Minnesota
$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFO
226
Arrowroot Family Office
California
$2.58M +$2.58M +55,740 New
HW
227
Hancock Whitney
Mississippi
$2.49M – – –
RWS
228
Retirement Wealth Solutions
Wisconsin
$2.46M -$86.7K -1,872 -3%
Comerica Bank
229
Comerica Bank
Texas
$2.46M +$318K +6,856 +15%
TWM
230
TriaGen Wealth Management
California
$2.43M +$111K +2,387 +5%
AAS
231
Avantax Advisory Services
Texas
$2.34M -$16K -346 -0.7%
CA
232
CGN Advisors
Kansas
$2.34M -$152K -3,284 -6%
VA
233
VestGen Advisors
Illinois
$2.31M -$194K -4,188 -8%
SAW
234
Signal Advisors Wealth
Michigan
$2.26M +$2.83K +61 +0.1%
P
235
&Partners
Tennessee
$2.24M -$86.7K -1,870 -4%
AF
236
Advisornet Financial
Minnesota
$2.21M +$39.2K +846 +2%
CWM
237
Centurion Wealth Management
Virginia
$2.2M -$57.7K -1,245 -3%
CWM
238
Certus Wealth Management
California
$2.18M +$106K +2,289 +5%
WA
239
Westfuller Advisors
New York
$2.16M +$30.2K +652 +1%
ASN
240
Advisory Services Network
Georgia
$2.16M +$1.14M +24,860 +113%
SOS
241
Silver Oak Securities
Tennessee
$2.15M +$202K +4,354 +10%
RWIA
242
Roger Wittlin Investment Advisory
California
$2.14M -$126K -2,724 -6%
LF
243
LifePlan Financial
Minnesota
$2.07M -$30.8K -664 -1%
CSB
244
City State Bank
Iowa
$2.04M -$190K -4,110 -9%
WIA
245
World Investment Advisors
California
$1.94M -$91.5K -1,974 -4%
BRWA
246
B. Riley Wealth Advisors
Florida
$1.94M +$1.94M +41,921 New
AG
247
AlTi Global
New York
$1.91M +$13.1K +283 +0.7%
BA
248
Bard Associates
Illinois
$1.89M -$46.3K -1,000 -2%
LFS
249
Lutz Financial Services
Nebraska
$1.89M +$178K +3,837 +10%
Jones Financial Companies
250
Jones Financial Companies
Missouri
$1.89M +$195K +4,205 +11%
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