VMBS icon

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 %
PA
51
Parkside Advisors
California
$26.4M 570,439 +13,534 +2%
SW
52
SoFi Wealth
California
$25.3M 545,827 +535,827 +5,358%
Truist Financial
53
Truist Financial
North Carolina
$24.8M 534,622 +16,648 +3%
MML Investors Services
54
MML Investors Services
Massachusetts
$24.5M 528,886 -13,846 -3%
MFG
55
Merit Financial Group
Georgia
$24.4M 527,883 +152,405 +41%
1CP
56
1607 Capital Partners
Virginia
$23.5M 508,455 +93,400 +23%
IDA
57
Intelligence Driven Advisers
California
$23.5M 508,149 -24,084 -5%
MNA
58
Manning & Napier Advisors
New York
$22.4M 483,774 -3,549 -0.7%
US Bancorp
59
US Bancorp
Minnesota
$22.3M 481,620 +12,115 +3%
DJSG
60
D.J. St. Germain
Massachusetts
$22.3M 480,930 +222 +0%
AWS
61
Atria Wealth Solutions
New York
$21.7M 468,971 -6,012 -1%
ZIG
62
Zurich Insurance Group
Switzerland
$21.7M 467,648 – –
BB
63
Bell Bank
North Dakota
$21.4M 462,997 +226,388 +96%
Osaic Holdings
64
Osaic Holdings
Arizona
$20.9M 451,084 -324,148 -42%
CWM
65
Connecticut Wealth Management
Connecticut
$20.1M 434,975 +434,975 New
HSA
66
HBK Sorce Advisory
Pennsylvania
$19.1M 411,565 -87,190 -17%
JIP
67
Jaffetilchin Investment Partners
Florida
$18.8M 405,090 -38,547 -9%
AF
68
Allworth Financial
California
$18.1M 394,987 -28,993 -7%
Pathstone Holdings
69
Pathstone Holdings
New Jersey
$18.1M 390,261 +198,955 +104%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$17.8M 385,029 +38,532 +11%
CIP
71
Capital Insight Partners
Arizona
$17.5M 378,170 +16,447 +5%
PG
72
Proffitt & Goodson
Tennessee
$17.1M 370,263 +58,048 +19%
QFA
73
Quantum Financial Advisors
California
$16.9M 364,825 +17,800 +5%
RWM
74
RKL Wealth Management
Pennsylvania
$16.4M 353,531 +9,024 +3%
CC
75
Courier Capital
New York
$16.2M 349,085 +68,069 +24%
1 2
3
4 5