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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
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 %
CWM
426
Cahaba Wealth Management
Georgia
$311K +$311K +6,719 New
DAS
427
Dynamic Advisor Solutions
Arizona
$309K -$126K -2,726 -29%
OCM
428
Orleans Capital Management
Louisiana
$308K – – –
BC
429
Barrett & Company
Rhode Island
$307K +$139 +3 +0%
LIA
430
LBMC Investment Advisors
Tennessee
$306K – – –
AFG
431
Atomi Financial Group
New York
$305K -$22.9K -495 -7%
SAS
432
Stelac Advisory Services
New York
$298K – – –
Brown Advisory
433
Brown Advisory
Maryland
$297K +$61.3K +1,323 +26%
SWP
434
Strategic Wealth Partners
Ohio
$297K +$297K +6,406 New
LFG
435
Larson Financial Group
Missouri
$295K +$1.02K +22 +0.3%
SWM
436
Spire Wealth Management
Virginia
$292K -$7.97K -172 -3%
AL
437
ACAS LLC
California
$284K -$23K -496 -8%
TCWA
438
Turtle Creek Wealth Advisors
Texas
$284K +$284K +6,120 New
PP
439
Patten & Patten
Tennessee
$283K – – –
SFS
440
Sowell Financial Services
Arkansas
$282K -$46.3K -1,000 -14%
VAG
441
VisionPoint Advisory Group
Texas
$276K +$276K +5,956 New
BEI
442
Benjamin Edwards Inc
Missouri
$275K +$275K +5,932 New
PWS
443
Proactive Wealth Strategies
Georgia
$269K +$2.92K +63 +1%
PTC
444
Private Trust Company
Ohio
$266K +$54.9K +1,185 +26%
AIM
445
Advyzon Investment Management
Illinois
$264K +$264K +5,707 New
AQR Capital Management
446
AQR Capital Management
Connecticut
$263K -$78.5K -1,695 -23%
RFP
447
RCS Financial Planning
Maryland
$260K +$260K +5,613 New
AUB
448
Atlantic Union Bankshares
Virginia
$257K +$257K +5,555 New
BAM
449
Belpointe Asset Management
Nevada
$256K -$50.3K -1,085 -16%
WCFA
450
Walkner Condon Financial Advisors
Wisconsin
$256K -$33.6K -725 -12%
16 17
18
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