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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 %
HH
376
Hilltop Holdings
Texas
$474K -$12.1K -261 -2%
Koshinski Asset Management
377
Koshinski Asset Management
Illinois
$470K -$46.1K -994 -9%
VCP
378
Verus Capital Partners
Arizona
$467K +$72.5K +1,564 +18%
FA
379
FSA Advisors
Michigan
$456K -$299K -6,453 -40%
Thrivent Financial for Lutherans
380
Thrivent Financial for Lutherans
Minnesota
$452K -$6.91M -149,270 -94%
MWP
381
Meridian Wealth Partners
Pennsylvania
$448K +$2.64K +57 +0.6%
PFG
382
Pacific Financial Group
Washington
$432K +$113K +2,443 +36%
EP
383
Edgestream Partners
New Jersey
$430K +$430K +9,281 New
Franklin Resources
384
Franklin Resources
California
$430K +$31.2K +674 +8%
MW
385
Maia Wealth
Colorado
$421K +$68.3K +1,473 +19%
WT
386
Whittier Trust
California
$420K – – –
WANY
387
Wealthspire Advisors (New York)
New York
$416K -$32.9K -711 -7%
CC
388
Cultivar Capital
Texas
$397K – – –
ATC
389
Argent Trust Co
Tennessee
$396K -$40.5K -873 -9%
BWS
390
Buck Wealth Strategies
Colorado
$396K +$161K +3,468 +68%
PAS
391
Park Avenue Securities
New York
$395K +$395K +8,534 New
TCM
392
Tran Capital Management
California
$394K – – –
TPA
393
Trivium Point Advisory
Connecticut
$393K +$52K +1,123 +15%
SJL
394
Shayne & Jacobs LLC
Tennessee
$389K – – –
Susquehanna International Group
395
Susquehanna International Group
Pennsylvania
$387K -$971K -20,947 -71%
AWA
396
Acorn Wealth Advisors
Michigan
$385K +$385K +8,312 New
CIS
397
Continental Investors Services
Washington
$385K +$73.8K +1,588 +24%
LA
398
Lifeworks Advisors
Michigan
$382K +$510 +11 +0.1%
BPA
399
Beacon Pointe Advisors
California
$372K -$1.3K -28 -0.3%
LWM
400
LongView Wealth Management
Georgia
$372K -$64.8K -1,398 -15%
14 15
16
17 18