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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 %
FLA
451
Financial Life Advisors
Texas
$253K -$3.57K -77 -1%
TTWM
452
TCV Trust & Wealth Management
Virginia
$252K – – –
FLPIM
453
F.L. Putnam Investment Management
Massachusetts
$251K – – –
CIAS
454
Capital Investment Advisory Services
North Carolina
$251K +$143K +3,095 +134%
WAP
455
Wealthcare Advisory Partners
Pennsylvania
$250K +$250K +5,403 New
WS
456
Wedbush Securities
California
$242K +$242K +5,231 New
SC
457
Savant Capital
Illinois
$241K +$13.2K +286 +6%
CAG
458
Csenge Advisory Group
Florida
$239K -$40.3K -880 -14%
RF
459
Rossby Financial
Florida
$238K -$174K -3,769 -42%
SP
460
Successful Portfolios
Florida
$237K +$3.24K +70 +1%
Brown Advisory
461
Brown Advisory
Maryland
$236K +$236K +5,088 New
BWS
462
Buck Wealth Strategies
Colorado
$235K +$235K +5,078 New
YIM
463
Yoffe Investment Management
Pennsylvania
$234K – – –
ELM
464
Elite Life Management
Florida
$233K -$3.18M -68,720 -93%
NL
465
NWAM LLC
Washington
$233K +$5.14K +111 +2%
PSFG
466
Park Square Financial Group
Georgia
$232K -$23.2K -500 -9%
ESB
467
Essex Savings Bank
Connecticut
$231K +$231K +4,983 New
William Blair & Company
468
William Blair & Company
Illinois
$226K -$48.7K -1,051 -18%
CYG
469
Clean Yield Group
Vermont
$225K -$37K -800 -14%
KWA
470
Kingswood Wealth Advisors
California
$222K -$47.7K -1,030 -18%
IWM
471
IHT Wealth Management
Illinois
$221K +$221K +4,768 New
IA
472
IFG Advisory
Georgia
$221K -$24K -519 -10%
AA
473
Armis Advisers
Georgia
$218K -$32.1K -694 -13%
CIBC Private Wealth Group
474
CIBC Private Wealth Group
Georgia
$217K +$156K +3,421 +258%
SAG
475
SageView Advisory Group
California
$213K +$213K +4,605 New
17 18
19
20 21