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 %
NCFG
326
New Century Financial Group
New Jersey
$795K -$4.86K -105 -0.6%
MCM
327
MAI Capital Management
Ohio
$788K -$10.7K -230 -1%
AAM
328
Advisors Asset Management
Colorado
$776K +$71.3K +1,540 +10%
TPW
329
Transatlantique Private Wealth
New York
$774K +$218K +4,713 +39%
FAIM
330
Financial Advocates Investment Management
Washington
$767K +$26.6K +575 +4%
FA
331
FSA Advisors
Michigan
$755K +$520K +11,239 +222%
IAA
332
Independent Advisor Alliance
North Carolina
$751K -$844K -18,222 -53%
Q1WB
333
Quest 10 Wealth Builders
Virginia
$745K +$12.3K +266 +2%
SPC
334
Sigma Planning Corp
Michigan
$741K +$19.5K +422 +3%
ARC
335
Advisor Resource Council
Texas
$722K +$722K +16,534 New
IA
336
Inspire Advisors
Idaho
$718K +$34.9K +754 +5%
MW
337
Marcum Wealth
Ohio
$708K +$14.9K +322 +2%
LJAC
338
L.J. Altfest & Co
New York
$705K -$26.8K -579 -4%
BIG
339
Brookwood Investment Group
Arizona
$695K +$695K +15,002 New
LWAM
340
Legacy Wealth Asset Management
Minnesota
$666K -$5.42K -117 -0.8%
LFAS
341
Level Four Advisory Services
Texas
$663K +$67.9K +1,467 +11%
LIA
342
LifePlan Investment Advisors
North Carolina
$661K +$68.8K +1,486 +12%
GL
343
Graypoint LLC
New York
$658K – – –
RA
344
RFG Advisory
Alabama
$647K -$819K -17,688 -56%
MWM
345
Maripau Wealth Management
Indiana
$647K -$69.9K -1,510 -10%
SAM
346
Seelaus Asset Management
New Jersey
$643K +$24.3K +525 +4%
BWP
347
Balboa Wealth Partners
Arizona
$641K +$101K +2,190 +19%
VCM
348
Versant Capital Management
Arizona
$637K -$75.3K -1,625 -11%
MWM
349
Modera Wealth Management
New Jersey
$637K -$267K -5,763 -30%
KA
350
Kure Advisory
Minnesota
$635K +$635K +13,718 New
12 13
14
15 16