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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 %
MA
526
Montag & Associates
Georgia
$25.5K -$98.2K -2,120 -79%
LWMI
527
Legacy Wealth Management (Idaho)
Idaho
$24.8K -$741 -16 -3%
AGWCA
528
Annis Gardner Whiting Capital Advisors
Florida
$24.5K – – –
BSB
529
Bangor Savings Bank
Maine
$24.1K – – –
TC
530
Truvestments Capital
Florida
$24K -$10.3K -223 -30%
AC
531
AlphaCore Capital
California
$23.9K +$23.9K +515 New
Citigroup
532
Citigroup
New York
$23.1K -$39.2K -846 -63%
FPB
533
First PREMIER Bank
South Dakota
$22K – – –
SWA
534
SOA Wealth Advisors
New York
$21.5K – – –
MA
535
MCF Advisors
Kentucky
$20.6K – – –
SS
536
SBI Securities
Japan
$19.3K +$1.25K +27 +7%
RFA
537
Reyes Financial Architecture
California
$19.1K +$19.1K +413 New
IHWM
538
Iron Horse Wealth Management
Iowa
$18.9K – – –
MEG
539
Millstone Evans Group
Colorado
$18.8K – – –
BOJHT
540
Bank of Jackson Hole Trust
Wyoming
$18.1K – – –
WIM
541
Westside Investment Management
California
$16.8K – – –
SIS
542
Sound Income Strategies
Florida
$16.1K -$695 -15 -4%
BA
543
Bristlecone Advisors
Washington
$15.9K +$15.9K +344 New
WA
544
WPG Advisers
Maryland
$15.8K +$1.71K +37 +12%
BlackRock
545
BlackRock
New York
$14.8K -$324K -7,000 -96%
RA
546
Rise Advisors
New York
$14.1K +$93 +2 +0.7%
SW
547
SVB Wealth
Massachusetts
$13.6K +$13.6K +293 New
BWM
548
Bernard Wealth Management
Michigan
$13.4K +$13.4K +290 New
WF
549
Wayfinding Financial
Washington
$13K +$13K +284 New
KFI
550
Key Financial Inc
Pennsylvania
$13K +$2.41K +52 +23%
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