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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 %
FHA
276
First Horizon Advisors
Tennessee
$1.49M -$192K -4,144 -11%
BAWM
277
Bennett Associates Wealth Management
Pennsylvania
$1.46M +$71.2K +1,538 +5%
RCA
278
Resonant Capital Advisors
Wisconsin
$1.44M -$46 -1 -0%
OIA
279
OneDigital Investment Advisors
Kansas
$1.44M +$47.7K +1,031 +3%
IWA
280
IVC Wealth Advisors
Pennsylvania
$1.43M -$13K -280 -0.9%
FPWM
281
FSB Premier Wealth Management
Iowa
$1.43M -$80.5K -1,738 -5%
AWM
282
Axxcess Wealth Management
California
$1.39M -$683K -14,746 -33%
SFA
283
Seneca Financial Advisors
New York
$1.39M +$31.5K +680 +2%
RWP
284
RWA Wealth Partners
Massachusetts
$1.39M -$556K -11,997 -29%
Susquehanna International Group
285
Susquehanna International Group
Pennsylvania
$1.36M -$2.42M -52,178 -64%
SWG
286
Summit Wealth Group
Vermont
$1.35M +$7.6K +164 +0.6%
MOS
287
MGO One Seven
Ohio
$1.3M +$536K +11,582 +70%
TPWA
288
TRUE Private Wealth Advisors
Oregon
$1.29M +$407K +8,798 +46%
SL
289
Sentinus LLC
Illinois
$1.28M -$109K -2,355 -8%
WCWM
290
Willow Creek Wealth Management
California
$1.27M – – –
LIM
291
Leavell Investment Management
Alabama
$1.27M -$79.9K -1,725 -6%
BOSSRA
292
B.O.S.S. Retirement Advisors
Utah
$1.27M -$137K -2,948 -10%
EP
293
Essential Planning
New Hampshire
$1.23M -$76.1M -1,643,611 -98%
GS
294
GWN Securities
Florida
$1.22M +$1.22M +26,940 New
SFA
295
Semmax Financial Advisors
North Carolina
$1.22M -$63.6K -1,390 -5%
VAS
296
Vestmark Advisory Solutions
Massachusetts
$1.18M +$1.18M +25,475 New
PP
297
Prosperity Planning
Missouri
$1.14M -$8.94K -193 -0.8%
SWP
298
Stratos Wealth Partners
Ohio
$1.11M -$33.6K -725 -3%
TIM
299
Tortoise Investment Management
New York
$1.1M -$77.5K -1,673 -7%
AWA
300
Arete Wealth Advisors
Illinois
$1.1M +$315K +6,806 +40%
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