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Vanguard Mortgage-Backed Securities ETF
VMBS

625 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 80 funds opening new positions, 260 increasing their positions, 204 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 204

25% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 64

1% more funds holding

Funds holding: 617 → 625 (+8)

2% more call options, than puts

Call options by funds: $538K | Put options by funds: $528K

2.17% less ownership

Funds ownership: 89.49% → 87.33% (-2.2%)

9% less funds holding in top 10

Funds holding in top 10: 47 → 43 (-4)

27% less capital invested

Capital invested by funds: $17.3B → $12.7B (-$4.61B)

Holders
625
Holders Change
+8
Holders Change %
+1.3%
% of All Funds
8.23%
Holding in Top 10
43
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.51%
% of All Funds
0.57%
New
80
Increased
260
Reduced
204
Closed
64
Calls
$538K
Puts
$528K
Net Calls
+$10K
Net Calls Change
+$533K

Top Buyers

Rank Fund Capital Flow
1
MG
Mather Group
Illinois
+$291M
2
KIM
Kestra Investment Management
Texas
+$44.4M
3
JP Morgan Chase
JP Morgan Chase
New York
+$44.1M
4
Bank of America
Bank of America
North Carolina
+$29.4M
5
Osaic Holdings
Osaic Holdings
Arizona
+$23.5M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$4.9B
2
MIM
Morningstar Investment Management
Illinois
-$121M
3
AWM
AE Wealth Management
Kansas
-$39.1M
4
AWS
Atria Wealth Solutions
New York
-$15.3M
5
Ameriprise
Ameriprise
Minnesota
-$15M
Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
601
Mount Yale Investment Advisors
Colorado
$3.06K +$3.02K +66 New
WWM
602
Wolff Wiese Magana
California
$2.87K +$1.37K +30 +94%
NEWAS
603
N.E.W. Advisory Services
Wisconsin
$2.87K -$2.84K -62 -50%
BWL
604
Bogart Wealth LLC
Virginia
$2.78K – – –
GWSG
605
GPS Wealth Strategies Group
Colorado
$2.6K +$1.19K +26 +87%
BLC
606
Brown, Lisle/Cummings
Rhode Island
$2.55K – – –
PC
607
Promus Capital
Illinois
$1.85K – – –
GJIA
608
Glass Jacobson Investment Advisors
Maryland
$1.77K – – –
MWA
609
Medallion Wealth Advisors
Connecticut
$1.53K -$229 -5 -13%
GEA
610
Glen Eagle Advisors
New Jersey
$1.46K +$1.42K +31 New
TRCT
611
Tower Research Capital (TRC)
New York
$1.44K +$1.42K +31 New
DFA
612
DHJJ Financial Advisors
Illinois
$1.39K – – –
RFA
613
Register Financial Advisors
Georgia
$1.25K +$1.24K +27 New
BA
614
Bellwether Advisors
Nebraska
$1.11K – – –
SRCM
615
Signature Resources Capital Management
California
$1.11K – – –
NMG
616
New Millennium Group
Utah
$1.02K -$7.64K -167 -88%
AW
617
Avion Wealth
Texas
$1K – – –
MFC
618
Morris Financial Concepts
South Carolina
$973 – – –
WA
619
WestEnd Advisors
North Carolina
$880 +$870 +19 New
GIA
620
GHP Investment Advisors
Colorado
$791 +$778 +17 New
SC
621
Solstein Capital
California
$695 +$686 +15 New
S
622
Sachetta
Massachusetts
$632 +$46 +1 +8%
IF
623
Integrity Financial
Wyoming
$510 – – –
MAFA
624
MJT & Associates Financial Advisory
Minnesota
$468 – – –
SWIM
625
Smallwood Wealth Investment Management
New Jersey
$463 – – –
23 24
25
26 27

VMBS Hedge Fund Activity: Q2 2025 in Review

625 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mortgage-Backed Securities ETF (VMBS) for Q2 2025, worth a combined $12.7B — down 27% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new VMBS positions and 64 closed out — a net gain of 16 holders — while 260 added to existing stakes and 204 trimmed.

The largest buyer was Mather Group, adding an estimated $291M. The largest seller was Charles Schwab, cutting an estimated $4.9B.

  • 625 institutional investors held Vanguard Mortgage-Backed Securities ETF (VMBS) as of Q2 2025, up from 617 in Q1 2025.
  • Funds reported $12.7B of Vanguard Mortgage-Backed Securities ETF stock for Q2 2025, down 27% quarter-over-quarter.
  • 80 funds opened new Vanguard Mortgage-Backed Securities ETF positions in Q2 2025 and 64 closed out, a net change of +16 holders.
  • The largest Vanguard Mortgage-Backed Securities ETF buyer in Q2 2025 was Mather Group, an estimated $291M added.
  • The largest Vanguard Mortgage-Backed Securities ETF seller in Q2 2025 was Charles Schwab, an estimated $4.9B sold.

Based on aggregated 13F filings for Q2 2025.