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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 %
RCA
276
Resonant Capital Advisors
Wisconsin
$1.44M – – –
AWM
277
Axxcess Wealth Management
California
$1.43M +$35.5K +766 +3%
MF
278
Montis Financial
Massachusetts
$1.41M -$659K -14,227 -32%
VAS
279
Vestmark Advisory Solutions
Massachusetts
$1.38M +$203K +4,383 +17%
FPWM
280
FSB Premier Wealth Management
Iowa
$1.38M -$47.1K -1,017 -3%
BAWM
281
Bennett Associates Wealth Management
Pennsylvania
$1.38M -$79.3K -1,712 -5%
TCMP
282
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.38M +$1.38M +29,715 New
SWG
283
Summit Wealth Group
Vermont
$1.3M -$43.7K -943 -3%
WCWM
284
Willow Creek Wealth Management
California
$1.27M – – –
OIA
285
OneDigital Investment Advisors
Kansas
$1.25M -$191K -4,111 -13%
GWMIA
286
Global Wealth Management Investment Advisory
Florida
$1.23M -$2.1M -45,375 -63%
CAL
287
Capital Analysts LLC
Pennsylvania
$1.23M +$172K +3,711 +16%
EP
288
Essential Planning
New Hampshire
$1.22M -$6.63K -143 -0.5%
AA
289
Advisory Alpha
Michigan
$1.21M -$1.46M -31,499 -55%
SWP
290
Stratos Wealth Partners
Ohio
$1.21M +$92.6K +1,999 +8%
IWA
291
IVC Wealth Advisors
Pennsylvania
$1.2M -$230K -4,971 -16%
SPIA
292
Steward Partners Investment Advisory
New York
$1.19M +$764K +16,490 +178%
SL
293
Sentinus LLC
Illinois
$1.18M -$95K -2,051 -7%
NS
294
NBC Securities
Alabama
$1.17M +$780K +16,841 +203%
PP
295
Prosperity Planning
Missouri
$1.14M -$4.31K -93 -0.4%
CAPTRUST Financial Advisors
296
CAPTRUST Financial Advisors
North Carolina
$1.12M +$44.9K +969 +4%
TIM
297
Tortoise Investment Management
New York
$1.11M +$3.06K +66 +0.3%
TA
298
TFB Advisors
Kansas
$1.1M +$24.1K +520 +2%
SI
299
Stephens Inc
Arkansas
$1.08M +$12.3K +265 +1%
Focus Partners Wealth
300
Focus Partners Wealth
Massachusetts
$1.07M +$152K +3,288 +17%
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