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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 %
SJL
401
Shayne & Jacobs LLC
Tennessee
$389K – – –
NS
402
NBC Securities
Alabama
$384K +$384K +8,293 +103,663%
HCP
403
Hexagon Capital Partners
Arkansas
$384K +$21.3K +461 +6%
LA
404
Lifeworks Advisors
Michigan
$381K -$117K -2,533 -24%
WMA
405
West Michigan Advisors
Michigan
$374K -$10.1K -218 -3%
BPA
406
Beacon Pointe Advisors
California
$373K -$13.3K -288 -3%
WA
407
Waverly Advisors
Alabama
$367K +$367K +7,925 New
PB
408
Pinnacle Bancorp
Nebraska
$363K +$3.52K +76 +1%
EIP
409
Ellis Investment Partners
Pennsylvania
$361K +$1.02K +22 +0.3%
Corient Private Wealth
410
Corient Private Wealth
Florida
$357K -$34.5K -746 -9%
RCAG
411
Rehmann Capital Advisory Group
Michigan
$356K +$185 +4 +0.1%
UAG
412
United Advisor Group
Ohio
$349K +$133K +2,867 +61%
MW
413
Maia Wealth
Colorado
$348K +$47.2K +1,032 +16%
BJL
414
Brighton Jones LLC
Washington
$347K -$15.9K -343 -4%
BWAM
415
Boyd Watterson Asset Management
Ohio
$343K +$37.9K +819 +12%
AQR Capital Management
416
AQR Capital Management
Connecticut
$342K +$342K +7,375 New
TPA
417
Trivium Point Advisory
Connecticut
$341K +$20.7K +446 +6%
CWM
418
Cornerstone Wealth Management
Missouri
$339K +$4.91K +106 +1%
RIM
419
Redwood Investment Management
Arizona
$334K -$37.4K -806 -10%
WWM
420
Western Wealth Management
Colorado
$331K -$12K -259 -3%
AFG
421
Atomi Financial Group
New York
$328K +$64.4K +1,391 +24%
SFS
422
Sowell Financial Services
Arkansas
$328K +$328K +7,086 New
FTS
423
Fifth Third Securities
Ohio
$327K +$53.4K +1,154 +20%
CC
424
Copperleaf Capital
North Carolina
$327K -$60.2K -1,301 -16%
SCA
425
Snowden Capital Advisors
New York
$324K -$4.96K -107 -2%
15 16
17
18 19