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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 %
T
351
Transce3nd
Texas
$627K +$31.2K +674 +5%
AAS
352
Ameritas Advisory Services
Nebraska
$616K -$37.5K -812 -6%
PFG
353
PAX Financial Group
Texas
$591K -$154K -3,319 -21%
CA
354
Continuum Advisory
Idaho
$583K -$37.9K -819 -6%
ACM
355
Absolute Capital Management
Pennsylvania
$572K +$39.6K +856 +7%
BBA
356
Braun-Bostich & Associates
Pennsylvania
$561K -$101K -2,171 -15%
IP
357
Ignite Planners
California
$560K +$44.4K +965 +9%
PCIA
358
Prime Capital Investment Advisors
Kansas
$550K +$550K +11,869 New
DW30
359
Drucker Wealth 3.0
New Jersey
$547K -$405K -8,745 -43%
AW
360
Alteri Wealth
California
$546K +$36.8K +794 +7%
Fidelity Investments
361
Fidelity Investments
Massachusetts
$538K +$38.1K +822 +8%
TPI
362
Trust Point Inc
Wisconsin
$535K +$45K +972 +9%
PJSIMP
363
P.J. Schmidt Investment Management (PJS)
Wisconsin
$532K -$89.9K -1,942 -14%
HIM
364
Hanlon Investment Management
New Jersey
$530K -$2.13M -46,050 -80%
PFM
365
Potomac Fund Management
Florida
$530K -$25.3K -556 -5%
TPW
366
Talon Private Wealth
Florida
$521K +$63.3K +1,367 +14%
CA
367
Cambridge Advisors
Nebraska
$519K – – –
Koshinski Asset Management
368
Koshinski Asset Management
Illinois
$516K -$6.53K -141 -1%
SGI
369
Summit Global Investments
Utah
$501K -$18.5K -400 -4%
CPA
370
Capital Performance Advisors
California
$499K +$499K +10,778 New
IWC
371
Integrated Wealth Concepts
Massachusetts
$496K -$47.1K -1,018 -9%
CAS
372
Coppell Advisory Solutions
Texas
$493K +$153K +3,309 +45%
Nomura Asset Management
373
Nomura Asset Management
Japan
$491K +$491K +10,600 New
SEP
374
Southland Equity Partners
Missouri
$488K +$2.08K +45 +0.4%
HH
375
Hilltop Holdings
Texas
$486K +$34.8K +751 +8%
13 14
15
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