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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

609 hedge funds and large institutions have $12.7B invested in Vanguard Mortgage-Backed Securities ETF in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 256 increasing their positions, 196 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+3
Holders Change %
+0.5%
% of All Funds
8.17%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.56%
New
77
Increased
256
Reduced
196
Closed
59
Calls
$538K
Puts
$528K
Net Calls
+$10K
Net Calls Change
+$533K

Top Buyers

1
MG
1
Mather Group
Illinois
$300M
2
KIM
2
Kestra Investment Management
Texas
$84.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.3B
4
Bank of America
4
Bank of America
North Carolina
$2.46B
5
Osaic Holdings
5
Osaic Holdings
Arizona
$43.6M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$153M
2
MIM
2
Morningstar Investment Management
Illinois
$0
3
AWM
3
AE Wealth Management
Kansas
$1.84M
4
AWS
4
Atria Wealth Solutions
New York
$6.21M
5
Ameriprise
5
Ameriprise
Minnesota
$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
576
Crews Bank & Trust
Florida
$4.63K – – –
HFS
577
Hantz Financial Services
Michigan
$4K +$4K +77 New
RIL
578
Rothschild Investment LLC
Illinois
$3.75K – – –
AAG
579
Armstrong Advisory Group
Massachusetts
$3.75K +$3.75K +81 New
TPWA
580
Twin Peaks Wealth Advisors
California
$3.7K +$3.7K +80 New
S
581
SignatureFD
Georgia
$3.43K – – –
CFB
582
Cullen/Frost Bankers
Texas
$3.38K +$3.38K +73 New
AFG
583
Albion Financial Group
Utah
$3.34K +$3.34K +72 New
VFA
584
Values First Advisors
Tennessee
$3.24K – – –
WCAMG
585
Woodard & Company Asset Management Group
North Carolina
$3.15K – – –
OP
586
ORG Partners
Indiana
$3.1K – – –
MYIA
587
Mount Yale Investment Advisors
Colorado
$3.06K +$3.06K +66 New
WWM
588
Wolff Wiese Magana
California
$2.87K +$1.39K +30 +94%
NEWAS
589
N.E.W. Advisory Services
Wisconsin
$2.87K -$2.87K -62 -50%
BWL
590
Bogart Wealth LLC
Virginia
$2.78K – – –
GWSG
591
GPS Wealth Strategies Group
Colorado
$2.6K +$1.21K +26 +87%
BLC
592
Brown, Lisle/Cummings
Rhode Island
$2.55K – – –
PC
593
Promus Capital
Illinois
$1.85K – – –
GJIA
594
Glass Jacobson Investment Advisors
Maryland
$1.77K – – –
GEA
595
Glen Eagle Advisors
New Jersey
$1.46K +$1.46K +31 New
TRCT
596
Tower Research Capital (TRC)
New York
$1.44K +$1.44K +31 New
DFA
597
DHJJ Financial Advisors
Illinois
$1.39K – – –
RFA
598
Register Financial Advisors
Georgia
$1.25K +$1.25K +27 New
BA
599
Bellwether Advisors
Nebraska
$1.11K – – –
SRCM
600
Signature Resources Capital Management
California
$1.11K – – –
22 23
24
25 26