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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 %
CJ
476
Caitlin John
Michigan
$213K – – –
EPW
477
Endeavor Private Wealth
Kansas
$212K +$212K +4,586 New
HR
478
Howe & Rusling
New York
$211K +$200K +4,310 +1,677%
PTC
479
Private Trust Company
Ohio
$211K +$36.6K +791 +21%
EWA
480
Etesian Wealth Advisors
Oregon
$209K -$160K -3,464 -43%
RFS
481
Richardson Financial Services
Massachusetts
$207K +$13.2K +286 +7%
JLBC
482
J.L. Bainbridge & Co
Florida
$206K – – –
EWA
483
Exencial Wealth Advisors
Oklahoma
$205K -$35.1K -757 -15%
LRWM
484
Lord & Richards Wealth Management
Colorado
$204K -$52.3K -1,130 -20%
OFP
485
OFC Financial Planning
New Jersey
$202K +$202K +4,353 New
RCM
486
Raleigh Capital Management
North Carolina
$184K +$8.38K +181 +5%
BFPW
487
BOK Financial Private Wealth
Colorado
$182K – – –
FNWM
488
Financial Network Wealth Management
Utah
$182K +$182K +3,946 New
AIC
489
Archer Investment Corporation
Indiana
$181K -$45.8K -989 -20%
CCM
490
Coldstream Capital Management
Washington
$177K +$177K +3,814 New
CPA
491
Cardiff Park Advisors
California
$166K +$787 +17 +0.5%
EWA
492
EP Wealth Advisors
California
$162K +$162K +3,493 New
IA
493
IFP Advisors
Florida
$162K -$16.6K -359 -9%
CPG
494
Cornerstone Planning Group
New Jersey
$155K +$51.5K +1,127 +50%
WFA
495
Wells Financial Advisors
Massachusetts
$145K – – –
RL
496
Rogco LP
Oklahoma
$126K -$2.22K -48 -2%
EC
497
Elequin Capital
New York
$121K +$15K +323 +14%
PA
498
Pineridge Advisors
Missouri
$119K -$1.76K -38 -1%
GWSA
499
Global Wealth Strategies & Associates
Colorado
$111K -$8M -172,788 -99%
RWPA
500
Richard W. Paul & Associates
Michigan
$108K -$4.54K -98 -4%
18 19
20
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