VMBS icon

Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

606 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, 193 reducing their positions, and 59 closing their positions.

Holders
606
Holders Change
–
Holders Change %
0%
% of All Funds
8.14%
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
193
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 Market Value Shares Shares
Change 		Shares
Change %
SW
51
SoFi Wealth
California
$26.9M 579,898 +34,071 +6%
BWP
52
BlueStem Wealth Partners
Minnesota
$25.3M 546,681 -274,301 -33%
Truist Financial
53
Truist Financial
North Carolina
$25M 539,151 +4,529 +0.8%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$24.6M 530,423 +204,572 +63%
MML Investors Services
55
MML Investors Services
Massachusetts
$23.5M 506,832 -22,054 -4%
IDA
56
Intelligence Driven Advisers
California
$23.3M 503,251 -4,898 -1%
1CP
57
1607 Capital Partners
Virginia
$22.7M 490,655 -17,800 -4%
Pathstone Holdings
58
Pathstone Holdings
New Jersey
$22.5M 485,405 +95,144 +24%
US Bancorp
59
US Bancorp
Minnesota
$22.3M 480,270 -1,350 -0.3%
DJSG
60
D.J. St. Germain
Massachusetts
$21.9M 471,574 -9,356 -2%
ZIG
61
Zurich Insurance Group
Switzerland
$21.7M 467,648 – –
HC
62
Hamilton Capital
Ohio
$21.6M 466,361 +201,487 +76%
HSA
63
HBK Sorce Advisory
Pennsylvania
$21.2M 457,706 +46,141 +11%
BB
64
Bell Bank
North Dakota
$20.7M 446,592 -16,405 -4%
CC
65
Courier Capital
New York
$19.7M 424,303 +75,218 +22%
CWM
66
Connecticut Wealth Management
Connecticut
$19.6M 423,898 -11,077 -3%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$19M 409,786 +24,757 +6%
JIP
68
Jaffetilchin Investment Partners
Florida
$18.8M 406,673 +1,583 +0.4%
AF
69
Allworth Financial
California
$17.9M 386,289 -8,698 -2%
PG
70
Proffitt & Goodson
Tennessee
$17.5M 377,435 +7,172 +2%
RWM
71
RKL Wealth Management
Pennsylvania
$16.8M 361,806 +8,275 +2%
QFA
72
Quantum Financial Advisors
California
$16.6M 358,835 -5,990 -2%
CW
73
CreativeOne Wealth
Kansas
$16.5M 355,342 +11,559 +3%
CIP
74
Capital Insight Partners
Arizona
$15.8M 340,505 -37,665 -10%
VRM
75
Vectors Research Management
New York
$15.7M 339,856 +41,635 +14%
1 2
3
4 5