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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.

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 %
NCFG
626
New Century Financial Group
New Jersey
– -$795K -17,165 Closed
ARC
627
Advisor Resource Council
Texas
– -$722K -16,534 Closed
KA
628
Kure Advisory
Minnesota
– -$635K -13,718 Closed
CA
629
Continuum Advisory
Idaho
– -$583K -12,599 Closed
PCIA
630
Prime Capital Investment Advisors
Kansas
– -$550K -11,869 Closed
CPA
631
Capital Performance Advisors
California
– -$499K -10,778 Closed
LAS
632
Lloyd Advisory Services
Georgia
– -$485K -10,480 Closed
QCM
633
Quantinno Capital Management
New York
– -$483K -10,419 Closed
AWP
634
Accretive Wealth Partners
New Jersey
– -$413K -9,010 Closed
GSWA
635
Good Steward Wealth Advisors
Tennessee
– -$412K -8,901 Closed
CFG
636
Cooper Financial Group
California
– -$390K -8,425 Closed
MWM
637
Mission Wealth Management
California
– -$306K -6,609 Closed
FLA
638
Financial Life Advisors
Texas
– -$253K -5,457 Closed
CAG
639
Csenge Advisory Group
Florida
– -$239K -5,233 Closed
SC
640
Savant Capital
Illinois
– -$241K -5,198 Closed
KWA
641
Kingswood Wealth Advisors
California
– -$222K -4,804 Closed
IWM
642
IHT Wealth Management
Illinois
– -$221K -4,768 Closed
IA
643
IFG Advisory
Georgia
– -$221K -4,762 Closed
EPW
644
Endeavor Private Wealth
Kansas
– -$212K -4,586 Closed
EWA
645
Etesian Wealth Advisors
Oregon
– -$209K -4,515 Closed
EWA
646
Exencial Wealth Advisors
Oklahoma
– -$205K -4,427 Closed
LRWM
647
Lord & Richards Wealth Management
Colorado
– -$204K -4,404 Closed
BFPW
648
BOK Financial Private Wealth
Colorado
– -$182K -3,937 Closed
CCM
649
Coldstream Capital Management
Washington
– -$177K -3,814 Closed
EC
650
Elequin Capital
New York
– -$121K -2,604 Closed
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