VMBS icon

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 %
TA
301
TFB Advisors
Kansas
$1.08M -$43.8K -945 -4%
CAPTRUST Financial Advisors
302
CAPTRUST Financial Advisors
North Carolina
$1.07M -$195K -4,211 -15%
SI
303
Stephens Inc
Arkansas
$1.07M -$80.5K -1,738 -7%
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$1.06M +$1.02M +22,005 +2,495%
CAL
305
Capital Analysts LLC
Pennsylvania
$1.05M +$26.3K +569 +3%
BBA
306
BLB&B Advisors
Pennsylvania
$1.05M +$45.4K +980 +5%
ASN
307
Advisory Services Network
Georgia
$1.02M -$95.8K -2,068 -9%
AWM
308
Accel Wealth Management
Iowa
$996K -$67.7K -1,461 -6%
KSWA
309
Kathleen S. Wright Associates
Pennsylvania
$968K -$111K -2,391 -10%
HP
310
HT Partners
Connecticut
$947K +$199K +4,296 +27%
HWM
311
Hohimer Wealth Management
Washington
$932K -$38.6K -833 -4%
Focus Partners Wealth
312
Focus Partners Wealth
Massachusetts
$921K +$921K +19,878 New
CCM
313
Crabel Capital Management
California
$917K +$917K +19,799 New
CA
314
CoreCap Advisors
Michigan
$911K -$2.24M -48,437 -71%
SFP
315
Strategic Financial Partners
Oregon
$899K +$926 +20 +0.1%
SIMG
316
Sonora Investment Management Group
Arizona
$875K +$9.22K +199 +1%
DI
317
Disciplined Investments
Oklahoma
$859K -$82.2K -1,775 -9%
GVAG
318
Great Valley Advisor Group
Delaware
$851K +$52.6K +1,135 +7%
RT
319
Rockland Trust
Massachusetts
$850K -$2.04K -44 -0.2%
ATS
320
Ashton Thomas Securities
New York
$843K -$48.9K -1,055 -5%
KA
321
Kovack Advisors
Florida
$837K +$135K +2,908 +19%
SWP
322
Sagespring Wealth Partners
Tennessee
$824K +$60.9K +1,314 +8%
GFPC
323
Global Financial Private Client
Florida
$824K +$6.11K +132 +0.7%
SWTS
324
Stonehaven Wealth & Tax Solutions
Wisconsin
$802K +$180K +3,896 +29%
RI
325
Ridgewood Investments
New Jersey
$801K +$136K +2,932 +20%
11 12
13
14 15