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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 %
VWM
551
Valley Wealth Managers
New Jersey
$11.9K – – –
NP
552
NorthRock Partners
Minnesota
$11.6K -$5.38K -116 -32%
GWANC
553
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.6K +$11.3K +244 +3,486%
HPC
554
HM Payson & Co
Maine
$11.2K +$11.2K +241 New
WP
555
WealthShield Partners
North Carolina
$11.1K +$1.39K +30 +14%
SIC
556
Salem Investment Counselors
North Carolina
$10.5K – – –
EB
557
Eastern Bank
Massachusetts
$10.4K – – –
SPF
558
South Plains Financial
Texas
$9.26K – – –
NMG
559
New Millennium Group
Utah
$8.75K – – –
HIA
560
Harbor Investment Advisory
Maryland
$8.61K -$139 -3 -2%
EWM
561
EPG Wealth Management
Georgia
$8.38K -$4.49K -97 -35%
EWP
562
Elevation Wealth Partners
California
$8.01K – – –
FDW
563
Fourth Dimension Wealth
Ohio
$7.92K – – –
NSIM
564
North Star Investment Management
Illinois
$7.41K – – –
BCMLT
565
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.37K +$46 +1 +0.6%
NFSG
566
Newbridge Financial Services Group
Florida
$7.22K -$18.4K -398 -72%
FCT
567
First Community Trust
Iowa
$6.76K – – –
BL
568
BFSG LLC
California
$6.72K – – –
DWM
569
Darwin Wealth Management
Florida
$5.76K – – –
NEWAS
570
N.E.W. Advisory Services
Wisconsin
$5.74K +$5.74K +124 New
AAP
571
Arax Advisory Partners
Colorado
$4.87K +$3.39K +73 +228%
T
572
Tidemark
California
$4.74K – – –
WAG
573
Wiser Advisor Group
Arizona
$4.72K +$46 +1 +1%
CBT
574
Crews Bank & Trust
Florida
$4.63K – – –
CT
575
Colonial Trust
South Carolina
$4.4K +$4.4K +95 New
21 22
23
24 25