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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 %
AW
601
Avion Wealth
Texas
$1K – – –
MFC
602
Morris Financial Concepts
South Carolina
$973 – – –
S
603
Sachetta
Massachusetts
$625 -$3.7K -77 -86%
IF
604
Integrity Financial
Wyoming
$509 – – –
MAFA
605
MJT & Associates Financial Advisory
Minnesota
$468 +$468 +11 New
SWIM
606
Smallwood Wealth Investment Management
New Jersey
$463 +$463 +10 New
CFFP
607
Center for Financial Planning
Michigan
$417 +$417 +9 New
CCMI
608
Creative Capital Management Investments
California
$370 – – –
HWM
609
HighMark Wealth Management
Minnesota
$207 – – –
GEA
610
Glen Eagle Advisors
New Jersey
$21 -$21 – –
Invesco
611
Invesco
Georgia
– -$6.74M -148,747 Closed
CFGS
612
Concourse Financial Group Securities
Alabama
– -$5.43M -119,782 Closed
SP
613
SWS Partners
Ohio
– -$5.08M -112,026 Closed
FHB
614
First Hawaiian Bank
Hawaii
– -$3.84M -84,669 Closed
SC
615
Syon Capital
California
– -$3.08M -67,869 Closed
VBFP
616
Valtinson Bruner Financial Planning
Minnesota
– -$2.93M -64,688 Closed
EAM
617
Empirical Asset Management
Massachusetts
– -$157K -38,415 Closed
SW
618
SteelPeak Wealth
California
– -$1.27M -28,091 Closed
LCAM
619
London & Capital Asset Management
United Kingdom
– -$1.22M -26,965 Closed
HF
620
HRT Financial
New York
– -$1.19M -26,189 Closed
ERFOTCOFW
621
Employees Retirement Fund of the City of Fort Worth
Texas
– -$9.07M -20,000 Closed
TCMP
622
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$858K -18,914 Closed
ACP
623
Aveo Capital Partners
Colorado
– -$643K -14,172 Closed
Bank of Nova Scotia
624
Bank of Nova Scotia
Ontario, Canada
– -$633K -14,000 Closed
PAS
625
Park Avenue Securities
New York
– -$482K -10,630 Closed
23 24
25
26 27