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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
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 Holding Trade Value Shares
Change 		Shares
Change %
KPWS
251
Kestra Private Wealth Services
Texas
$1.87M +$36.8K +794 +2%
SC
252
Sykon Capital
New York
$1.87M -$1.53M -33,102 -45%
LIM
253
Leavell Investment Management
Alabama
$1.84M +$572K +12,346 +45%
AWM
254
AE Wealth Management
Kansas
$1.84M -$39.6M -855,280 -96%
CG
255
Clifford Group
Massachusetts
$1.84M -$116K -2,509 -6%
CA
256
Claro Advisors
Massachusetts
$1.83M -$882K -19,029 -33%
RIA
257
Regal Investment Advisors
Michigan
$1.83M -$48K -1,035 -3%
PFA
258
Petra Financial Advisors
Colorado
$1.82M +$324 +7 +0%
Lazard Asset Management
259
Lazard Asset Management
New York
$1.78M -$1.78M – –
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$1.68M -$1.31M -28,179 -44%
CI
261
Conning Inc
Connecticut
$1.67M – – –
CAC
262
Certified Advisory Corp
Florida
$1.66M -$117K -2,519 -7%
ACM
263
AlphaStar Capital Management
North Carolina
$1.66M -$173K -3,733 -9%
MAM
264
Milestone Asset Management
Pennsylvania
$1.62M +$1.62M +34,889 New
CCA
265
Cobblestone Capital Advisors
New York
$1.59M +$45.4K +979 +3%
FA
266
Fedenia Advisers
Wisconsin
$1.59M +$14.9K +321 +0.9%
AG
267
Ascent Group
Virginia
$1.58M -$109K -2,348 -6%
SFS
268
Security Financial Services
Indiana
$1.58M +$10.9K +235 +0.7%
OC
269
Oppenheimer & Co
New York
$1.58M +$1.58M +34,047 New
CPBTD
270
Central Pacific Bank - Trust Division
Hawaii
$1.57M -$1.44K -31 -0.1%
Northwestern Mutual Wealth Management
271
Northwestern Mutual Wealth Management
Wisconsin
$1.55M -$463K -10,001 -23%
TPWA
272
TRUE Private Wealth Advisors
Oregon
$1.54M +$243K +5,240 +19%
FHA
273
First Horizon Advisors
Tennessee
$1.52M +$30.5K +659 +2%
CCM
274
Crabel Capital Management
California
$1.46M +$541K +11,666 +59%
TNA
275
True North Advisors
Texas
$1.45M -$179K -3,868 -11%
9 10
11
12 13