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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

610 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, 257 increasing their positions, 196 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+3
Holders Change %
+0.49%
% of All Funds
8.18%
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
257
Reduced
196
Closed
59
Calls
$538K
Puts
$528K
Net Calls
+$10K
Net Calls Change
+$533K

Top Buyers

1
MG
Mather Group
Illinois
$300M
2
KIM
Kestra Investment Management
Texas
$84.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.3B
4
Bank of America
Bank of America
North Carolina
$2.46B
5
Osaic Holdings
Osaic Holdings
Arizona
$43.6M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$153M
2
MIM
Morningstar Investment Management
Illinois
$0
3
AWM
AE Wealth Management
Kansas
$1.84M
4
AWS
Atria Wealth Solutions
New York
$6.21M
5
Ameriprise
Ameriprise
Minnesota
$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
351
Versant Capital Management
Arizona
$599K -$38.6K -834 -6%
PJSIMP
352
P.J. Schmidt Investment Management (PJS)
Wisconsin
$593K +$59.8K +1,290 +11%
Fidelity Investments
353
Fidelity Investments
Massachusetts
$584K +$45.6K +984 +8%
Millennium Management
354
Millennium Management
New York
$575K +$575K +12,401 New
AFA
355
AA Financial Advisors
Ohio
$574K +$165K +3,551 +40%
AW
356
Alteri Wealth
California
$573K +$27.4K +592 +5%
TPW
357
Talon Private Wealth
Florida
$563K +$41K +885 +8%
CFG
358
Chapman Financial Group
Hawaii
$562K +$562K +12,129 New
AWE
359
Avidian Wealth Enterprises
Texas
$561K +$138K +2,968 +32%
IP
360
Ignite Planners
California
$556K -$2.66K -58 -0.5%
TSS
361
Two Sigma Securities
New York
$555K +$244K +5,267 +79%
BBA
362
Braun-Bostich & Associates
Pennsylvania
$547K -$14K -302 -2%
HCP
363
Hexagon Capital Partners
Arkansas
$545K +$161K +3,469 +42%
AAS
364
Ameritas Advisory Services
Nebraska
$544K -$75.2K -1,622 -12%
IWC
365
Integrated Wealth Concepts
Massachusetts
$540K +$43.1K +931 +9%
NWM
366
Navigation Wealth Management
Colorado
$532K +$532K +11,482 New
IAA
367
Independent Advisor Alliance
North Carolina
$522K -$230K -4,967 -31%
CA
368
Cambridge Advisors
Nebraska
$519K – – –
CL
369
Choreo LLC
Illinois
$518K +$72.8K +1,570 +16%
EWA
370
EP Wealth Advisors
California
$509K +$347K +7,488 +214%
TPI
371
Trust Point Inc
Wisconsin
$505K -$30.4K -657 -6%
SGI
372
Summit Global Investments
Utah
$499K -$2.18K -47 -0.4%
SEP
373
Southland Equity Partners
Missouri
$499K +$10.2K +220 +2%
PFM
374
Potomac Fund Management
Florida
$487K -$47.4K -1,034 -9%
EH
375
Equitable Holdings
New York
$486K +$63.5K +1,370 +15%
13 14
15
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