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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 %
BBA
301
BLB&B Advisors
Pennsylvania
$1.05M – – –
RWP
302
RWA Wealth Partners
Massachusetts
$1.04M -$347K -7,479 -25%
GRP
303
Global Retirement Partners
California
$1.04M +$1.04M +22,438 New
AWM
304
Accel Wealth Management
Iowa
$1.04M +$40.7K +879 +4%
AWA
305
Arete Wealth Advisors
Illinois
$1.01M -$88K -1,898 -8%
RI
306
Ridgewood Investments
New Jersey
$1M +$199K +4,303 +25%
TPW
307
Transatlantique Private Wealth
New York
$977K +$202K +4,353 +26%
CB
308
Centennial Bank
Arkansas
$949K +$543K +11,712 +134%
HP
309
HT Partners
Connecticut
$946K -$1.67K -36 -0.2%
RA
310
RFG Advisory
Alabama
$945K +$298K +6,421 +46%
KSWA
311
Kathleen S. Wright Associates
Pennsylvania
$942K -$26.3K -567 -3%
GWM
312
Geneos Wealth Management
Colorado
$936K -$1.22M -26,352 -57%
EGM
313
Engineers Gate Manager
New York
$934K +$934K +20,157 New
TC
314
TownSquare Capital
Utah
$905K -$910K -19,629 -50%
HWM
315
Hohimer Wealth Management
Washington
$901K -$31.7K -683 -3%
SFP
316
Strategic Financial Partners
Oregon
$878K -$22.3K -482 -2%
SIMG
317
Sonora Investment Management Group
Arizona
$866K -$9.27K -200 -1%
IA
318
Inspire Advisors
Idaho
$865K +$147K +3,162 +20%
MOS
319
MGO One Seven
Ohio
$858K -$447K -9,656 -34%
KA
320
Kovack Advisors
Florida
$849K +$11.2K +242 +1%
SWTS
321
Stonehaven Wealth & Tax Solutions
Wisconsin
$846K +$43.9K +947 +5%
CA
322
CoreCap Advisors
Michigan
$843K -$68.5K -1,478 -8%
ATS
323
Ashton Thomas Securities
New York
$833K -$10.9K -236 -1%
GFPC
324
Global Financial Private Client
Florida
$822K -$2.09K -45 -0.3%
AAM
325
Advisors Asset Management
Colorado
$819K +$41.9K +904 +5%
11 12
13
14 15