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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 %
CFD
576
Creative Financial Designs
Indiana
$4.26K +$4.26K +92 New
RIL
577
Rothschild Investment LLC
Illinois
$3.75K – – –
S
578
SignatureFD
Georgia
$3.43K -$695 -15 -17%
VFA
579
Values First Advisors
Tennessee
$3.24K – – –
WCAMG
580
Woodard & Company Asset Management Group
North Carolina
$3.15K +$3.15K +68 New
OP
581
ORG Partners
Indiana
$3.11K – – –
KWM
582
Kiker Wealth Management
Georgia
$3.1K +$3.1K +67 New
FMP
583
Financial Management Professionals
Texas
$2.92K – – –
BWL
584
Bogart Wealth LLC
Virginia
$2.78K – – –
CAWM
585
Capital A Wealth Management
Pennsylvania
$2.73K – – –
SS
586
Sunbelt Securities
Texas
$2.68K -$2.86K -62 -52%
BLC
587
Brown, Lisle/Cummings
Rhode Island
$2.55K – – –
PMFA
588
Plante Moran Financial Advisors
Michigan
$2.32K +$787 +17 +52%
SL
589
Salomon & Ludwin
Virginia
$1.95K – – –
PC
590
Promus Capital
Illinois
$1.85K – – –
GJIA
591
Glass Jacobson Investment Advisors
Maryland
$1.73K – – –
BF
592
BOK Financial
Oklahoma
$1.71K – – –
BBHC
593
Brown Brothers Harriman & Co
New York
$1.62K +$1.62K +35 New
WWM
594
Wolff Wiese Magana
California
$1.48K – – –
DFA
595
DHJJ Financial Advisors
Illinois
$1.39K – – –
GWSG
596
GPS Wealth Strategies Group
Colorado
$1.39K +$1.07K +23 +329%
OSAM
597
O'Shaughnessy Asset Management
Connecticut
$1.2K +$1.2K +26 New
SRCM
598
Signature Resources Capital Management
California
$1.11K – – –
BA
599
Bellwether Advisors
Nebraska
$1.11K – – –
TFA
600
Transamerica Financial Advisors
Florida
$1K -$444 -4 -31%
22 23
24
25 26