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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 %
GC
426
Guidance Capital
Kentucky
$324K +$18.6K +407 +6%
PFG
427
Pacific Financial Group
Washington
$318K +$64.6K +1,395 +25%
FWM
428
FLP Wealth Management
Arkansas
$316K +$15.7K +338 +5%
TSS
429
Two Sigma Securities
New York
$311K +$311K +6,707 New
CIS
430
Continental Investors Services
Washington
$309K +$47.1K +1,017 +18%
HIP
431
HUB Investment Partners
Texas
$308K +$54.1K +1,169 +21%
OCM
432
Orleans Capital Management
Louisiana
$308K -$55.6K -1,200 -15%
WSFS
433
Wilmington Savings Fund Society
Delaware
$307K +$112K +2,411 +57%
BC
434
Barrett & Company
Rhode Island
$307K +$8.34K +180 +3%
BAM
435
Belpointe Asset Management
Nevada
$306K -$7.69K -166 -2%
LIA
436
LBMC Investment Advisors
Tennessee
$306K -$6.9K -149 -2%
MWM
437
Mission Wealth Management
California
$306K -$74.8K -1,615 -20%
AL
438
ACAS LLC
California
$304K -$46 -1 -0%
GSWM
439
Golden State Wealth Management
California
$303K -$51.7K -1,117 -15%
SWM
440
Spire Wealth Management
Virginia
$300K -$1.25K -27 -0.4%
SAS
441
Stelac Advisory Services
New York
$298K +$298K +6,427 New
LFG
442
Larson Financial Group
Missouri
$294K -$65.6K -1,416 -18%
WCFA
443
Walkner Condon Financial Advisors
Wisconsin
$289K – – –
PFP
444
Pinnacle Financial Partners
Tennessee
$286K +$1.99K +43 +0.7%
MCC
445
Money Concepts Capital
Florida
$285K +$75.5K +1,631 +36%
PP
446
Patten & Patten
Tennessee
$283K +$41.2K +890 +17%
ACA
447
Aptus Capital Advisors
Alabama
$281K -$51K -1,102 -15%
KWM
448
Kingsview Wealth Management
Oregon
$278K +$278K +6,008 New
PWS
449
Proactive Wealth Strategies
Georgia
$266K +$4.35K +94 +2%
RFG
450
REAP Financial Group
Texas
$265K -$52.3K -1,130 -16%
16 17
18
19 20