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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 %
USWIA
626
UP Strategic Wealth Investment Advisors
Pennsylvania
– -$406K -8,950 Closed
ATPW
627
Ashton Thomas Private Wealth
Arizona
– -$405K -8,934 Closed
P
628
Pitcairn
Pennsylvania
– -$362K -7,988 Closed
PFWA
629
Paces Ferry Wealth Advisors
Georgia
– -$360K -7,933 Closed
BBNA
630
Bremer Bank National Association
Minnesota
– -$348K -7,674 Closed
RFN
631
Redwood Financial Network
Ohio
– -$339K -7,471 Closed
IAS
632
Insigneo Advisory Services
Florida
– -$297K -6,544 Closed
NW
633
NewEdge Wealth
Pennsylvania
– -$293K -6,457 Closed
Qube Research & Technologies (QRT)
634
Qube Research & Technologies (QRT)
United Kingdom
– -$252K -5,567 Closed
CIC
635
Cutler Investment Counsel
Oregon
– -$245K -5,412 Closed
KFS
636
Kelly Financial Services
Massachusetts
– -$240K -5,303 Closed
TA
637
TrueWealth Advisors
Alabama
– -$223K -4,913 Closed
EFG
638
Ehrlich Financial Group
California
– -$220K -4,842 Closed
LFG
639
Lockerman Financial Group
California
– -$218K -4,806 Closed
COCM
640
Charter Oak Capital Management
New Hampshire
– -$209K -4,618 Closed
AP
641
Appleton Partners
Massachusetts
– -$204K -4,501 Closed
PIA
642
Pinion Investment Advisors
Kansas
– -$204K -4,493 Closed
Baird Financial Group
643
Baird Financial Group
Wisconsin
– -$203K -4,487 Closed
BL
644
BCWM LLC
Kansas
– -$200K -4,417 Closed
WAG
645
Windsor Advisory Group
Ohio
– -$93.8K -2,068 Closed
AWM
646
Avior Wealth Management
Nebraska
– -$76.1K -1,679 Closed
GM
647
GeoWealth Management
Illinois
– -$47.7K -1,052 Closed
PIS
648
POM Investment Strategies
North Carolina
– -$37.1K -818 Closed
MFC
649
Mechanics Financial Corp
Ohio
– -$29K -640 Closed
UCB
650
United Community Bank
South Carolina
– -$13.4K -296 Closed
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