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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.

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 Market Value Shares Shares
Change 		Shares
Change %
AIA
26
Ally Invest Advisors
North Carolina
$55.9M 1,206,860 +23,256 +2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$54.8M 1,184,156 -35,124 -3%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$54.1M 1,168,797 +46,446 +4%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$46.8M 1,009,656 +168,067 +20%
BOH
30
Bank of Hawaii
Hawaii
$45M 972,083 +33,919 +4%
Victory Capital Management
31
Victory Capital Management
Texas
$43.7M 943,031 -11,058 -1%
HighTower Advisors
32
HighTower Advisors
Illinois
$43.6M 940,628 +102,732 +12%
BIA
33
Bell Investment Advisors
California
$42.3M 913,358 +26,110 +3%
AWM
34
AE Wealth Management
Kansas
$41.4M 894,980 -56,478 -6%
FFB
35
First Financial Bankshares
Texas
$41.3M 890,813 +30,162 +4%
Deutsche Bank
36
Deutsche Bank
Germany
$40.3M 870,000 +90,000 +12%
CFIA
37
Cantor Fitzgerald Investment Advisors
New York
$40.1M 866,352 +47,403 +6%
KIM
38
Kestra Investment Management
Texas
$39.3M 849,464 +73,923 +10%
BWP
39
BlueStem Wealth Partners
Minnesota
$38M 820,982 +205,520 +33%
Mitsubishi UFJ Asset Management
40
Mitsubishi UFJ Asset Management
Japan
$37.9M 818,800 +12,100 +1%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$37.8M 816,552 +29,727 +4%
UBS Group
42
UBS Group
Switzerland
$36M 776,844 -96,034 -11%
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$34.3M 740,695 -14,168 -2%
EA
44
Evergreen Advisors
Tennessee
$29.8M 644,467 +9,857 +2%
GC
45
Garde Capital
Washington
$29.3M 632,629 +632,629 New
PWM
46
Power Wealth Management
Georgia
$28.2M 609,976 +72,177 +13%
MPW
47
MA Private Wealth
California
$27.5M 593,385 +3,044 +0.5%
BCWM
48
Bartlett & Co Wealth Management
Ohio
$27.4M 591,635 +49,018 +9%
OPS
49
Orion Portfolio Solutions
Nebraska
$26.9M 581,926 +53,404 +10%
BCI
50
Brinker Capital Investments
Pennsylvania
$26.9M 581,926 +53,404 +10%
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