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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 %
UAS
76
United Asset Strategies
New York
$15.6M 336,480 -3,102 -0.9%
AllianceBernstein
77
AllianceBernstein
Tennessee
$15.4M 332,534 +41,378 +14%
WH
78
Whitcomb & Hess
Ohio
$15.4M 332,406 +6,401 +2%
WPWM
79
Windward Private Wealth Management
Kansas
$15.3M 329,643 +8,334 +3%
PAG
80
Private Advisor Group
New Jersey
$15.1M 326,631 +23,124 +8%
FA
81
Fountainhead AM
New Jersey
$15M 322,733 +19,869 +7%
SCA
82
STALEY CAPITAL ADVISERS
Pennsylvania
$14.9M 320,975 -2,725 -0.8%
SIA
83
SeaBridge Investment Advisors
New Jersey
$14.6M 316,118 +55,422 +21%
NA
84
NewEdge Advisors
Louisiana
$14.6M 314,987 +12,435 +4%
MPW
85
MA Private Wealth
California
$14.3M 309,291 -284,094 -48%
CAM
86
Cresset Asset Management
Illinois
$13.7M 295,267 +295,267 New
FNT
87
First National Trust
Pennsylvania
$13.7M 294,562 +8,462 +3%
Betterment LLC
88
Betterment LLC
New York
$13.5M 290,988 +8,510 +3%
MD
89
Money Design
Japan
$13.4M 290,049 +7,338 +3%
CAM
90
Clark Asset Management
New Hampshire
$13.1M 281,817 +23,395 +9%
FC
91
Family CFO
California
$12.7M 274,826 +10,225 +4%
WFA
92
Websterrogers Financial Advisors
South Carolina
$12M 259,960 -72 -0%
1IA
93
1834 Investment Advisors
Wisconsin
$11.7M 253,503 +4,390 +2%
FCA
94
FLC Capital Advisors
California
$11.7M 252,687 -6,412 -2%
AI
95
Atria Investments
North Carolina
$11.7M 251,866 -37,327 -13%
PWM
96
Perigon Wealth Management
California
$11.3M 244,027 +16,058 +7%
SFPM
97
Sensible Financial Planning & Management
Massachusetts
$11.2M 241,118 -8,170 -3%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$11.1M 240,427 -10,346 -4%
AA
99
ALPS Advisors
Colorado
$11.1M 238,673 -5,260 -2%
DAS
100
Diversify Advisory Services
Utah
$11M 237,685 +73,009 +44%
2 3
4
5 6