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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 %
PJSIMP
351
P.J. Schmidt Investment Management (PJS)
Wisconsin
$593K +$59.8K +1,290 +11%
Fidelity Investments
352
Fidelity Investments
Massachusetts
$584K +$45.6K +984 +8%
Millennium Management
353
Millennium Management
New York
$575K +$575K +12,401 New
AFA
354
AA Financial Advisors
Ohio
$574K +$165K +3,551 +40%
AW
355
Alteri Wealth
California
$573K +$27.4K +592 +5%
TPW
356
Talon Private Wealth
Florida
$563K +$41K +885 +8%
CFG
357
Chapman Financial Group
Hawaii
$562K +$562K +12,129 New
AWE
358
Avidian Wealth Enterprises
Texas
$561K +$138K +2,968 +32%
IP
359
Ignite Planners
California
$556K -$2.66K -58 -0.5%
TSS
360
Two Sigma Securities
New York
$555K +$244K +5,267 +79%
BBA
361
Braun-Bostich & Associates
Pennsylvania
$547K -$14K -302 -2%
HCP
362
Hexagon Capital Partners
Arkansas
$545K +$161K +3,469 +42%
AAS
363
Ameritas Advisory Services
Nebraska
$544K -$75.2K -1,622 -12%
IWC
364
Integrated Wealth Concepts
Massachusetts
$540K +$43.1K +931 +9%
NWM
365
Navigation Wealth Management
Colorado
$532K +$532K +11,482 New
IAA
366
Independent Advisor Alliance
North Carolina
$522K -$230K -4,967 -31%
CA
367
Cambridge Advisors
Nebraska
$519K – – –
CL
368
Choreo LLC
Illinois
$518K +$72.8K +1,570 +16%
EWA
369
EP Wealth Advisors
California
$509K +$347K +7,488 +214%
TPI
370
Trust Point Inc
Wisconsin
$505K -$30.4K -657 -6%
SGI
371
Summit Global Investments
Utah
$499K -$2.18K -47 -0.4%
SEP
372
Southland Equity Partners
Missouri
$499K +$10.2K +220 +2%
PFM
373
Potomac Fund Management
Florida
$487K -$47.4K -1,034 -9%
EH
374
Equitable Holdings
New York
$486K +$63.5K +1,370 +15%
HIM
375
Hanlon Investment Management
New Jersey
$478K -$51.7K -1,115 -10%
13 14
15
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