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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.

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 Market Value Shares Shares
Change 		Shares
Change %
SC
651
SouthState Corp
Florida
– – -253 Closed
GTAM
652
Global Trust Asset Management
Florida
– – -156 Closed
SAM
653
Synergy Asset Management
Washington
– – -141 Closed
MFS
654
Mattson Financial Services
Michigan
– – -141 Closed
GIA
655
GHP Investment Advisors
Colorado
– – -135 Closed
BNP Paribas Financial Markets
656
BNP Paribas Financial Markets
France
– – -128 Closed
EW
657
Element Wealth
Mississippi
– – -122 Closed
MCM
658
Mainstream Capital Management
California
– – -120 Closed
HWP
659
Highline Wealth Partners
California
– – -103 Closed
MFG
660
Menard Financial Group
Texas
– – -99 Closed
GA
661
GoalVest Advisory
New York
– – -75 Closed
CFB
662
Cullen/Frost Bankers
Texas
– – -74 Closed
HPIA
663
Hamilton Point Investment Advisors
North Carolina
– – -54 Closed
VWM
664
Venturi Wealth Management
Texas
– – -46 Closed
HNW
665
High Note Wealth
Minnesota
– – -36 Closed
CCM
666
Chilton Capital Management
Texas
– – -20 Closed
SSB
667
Sandy Spring Bank
Maryland
– – -15 Closed
CMP
668
Coston McIsaac & Partners
Maine
– – -13 Closed
PIP
669
Peachtree Investment Partners
Florida
– – -7 Closed
RS
670
Rakuten Securities
Japan
– – -5 Closed
VHAM
671
Van Hulzen Asset Management
California
– – -3 Closed
FIM
672
FWL Investment Management
Texas
– – -1 Closed
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