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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
1
JPMorgan Chase & Co
New York
$2.26B
2
Raymond James Financial
2
Raymond James Financial
Florida
$256M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$966M
4
GC
4
Garde Capital
Washington
$29.3M
5
SW
5
SoFi Wealth
California
$25.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.43B
2
Charles Schwab
2
Charles Schwab
California
$5.11B
3
EP
3
Essential Planning
New Hampshire
$1.23M
4
AA
4
Advisory Alpha
Michigan
$2.66M
5
Goldman Sachs
5
Goldman Sachs
New York
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAS
376
Lloyd Advisory Services
Georgia
$485K +$9.03K +195 +2%
QCM
377
Quantinno Capital Management
New York
$483K +$483K +10,419 New
WANY
378
Wealthspire Advisors (New York)
New York
$449K -$72.5K -1,566 -14%
CL
379
Choreo LLC
Illinois
$445K -$26.3K -568 -6%
MWP
380
Meridian Wealth Partners
Pennsylvania
$445K +$5.84K +126 +1%
WWM
381
WT Wealth Management
Arizona
$440K +$38.9K +840 +10%
ATC
382
Argent Trust Co
Tennessee
$437K – – –
LWM
383
LongView Wealth Management
Georgia
$436K -$8.34K -180 -2%
DAS
384
Dynamic Advisor Solutions
Arizona
$435K +$435K +9,384 New
SPIA
385
Steward Partners Investment Advisory
New York
$429K -$38.8K -837 -8%
AWE
386
Avidian Wealth Enterprises
Texas
$424K -$3.57K -77 -0.8%
EH
387
Equitable Holdings
New York
$422K +$43.5K +940 +12%
WT
388
Whittier Trust
California
$420K – – –
AWP
389
Accretive Wealth Partners
New Jersey
$413K -$16.6K -362 -4%
GSWA
390
Good Steward Wealth Advisors
Tennessee
$412K +$412K +8,901 New
AFA
391
AA Financial Advisors
Ohio
$409K +$36.6K +791 +10%
CB
392
Centennial Bank
Arkansas
$406K -$390K -8,411 -49%
TW
393
Transform Wealth
Colorado
$405K +$89.7K +1,938 +28%
WEG
394
World Equity Group
Illinois
$401K -$313K -6,757 -44%
Franklin Resources
395
Franklin Resources
California
$398K +$19.4K +419 +5%
CC
396
Cultivar Capital
Texas
$396K – – –
DRP
397
Decker Retirement Planning
Utah
$395K +$741 +16 +0.2%
VCP
398
Verus Capital Partners
Arizona
$395K -$163K -3,513 -29%
TCM
399
Tran Capital Management
California
$394K -$31.2K -673 -7%
CFG
400
Cooper Financial Group
California
$390K +$47.1K +1,016 +14%
14 15
16
17 18