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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 %
CW
76
CreativeOne Wealth
Kansas
$15.9M 343,783 +10,912 +3%
UAS
77
United Asset Strategies
New York
$15.7M 339,582 +8,583 +3%
WH
78
Whitcomb & Hess
Ohio
$15.1M 326,005 +1,994 +0.6%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$15.1M 325,851 +9,247 +3%
SCA
80
STALEY CAPITAL ADVISERS
Pennsylvania
$15M 323,700 -4,000 -1%
WPWM
81
Windward Private Wealth Management
Kansas
$14.9M 321,309 +4,553 +1%
PAG
82
Private Advisor Group
New Jersey
$14.1M 303,507 +53,413 +21%
FA
83
Fountainhead AM
New Jersey
$14M 302,864 +18,033 +6%
NA
84
NewEdge Advisors
Louisiana
$14M 302,552 -8,942 -3%
VRM
85
Vectors Research Management
New York
$13.8M 298,221 +21,774 +8%
AllianceBernstein
86
AllianceBernstein
Tennessee
$13.5M 291,156 +146,695 +102%
AI
87
Atria Investments
North Carolina
$13.4M 289,193 +13,031 +5%
FNT
88
First National Trust
Pennsylvania
$13.2M 286,100 +26,032 +10%
MD
89
Money Design
Japan
$13.1M 282,711 -1,053 -0.4%
Betterment LLC
90
Betterment LLC
New York
$13.1M 282,478 +9,719 +4%
Jane Street
91
Jane Street
New York
$12.5M 268,994 +96,037 +56%
HC
92
Hamilton Capital
Ohio
$12.3M 264,874 -44,286 -14%
FC
93
Family CFO
California
$12.3M 264,601 +2,633 +1%
SIA
94
SeaBridge Investment Advisors
New Jersey
$12.1M 260,696 +68,706 +36%
WFA
95
Websterrogers Financial Advisors
South Carolina
$12M 260,032 +61,764 +31%
FCA
96
FLC Capital Advisors
California
$12M 259,099 +14,924 +6%
CAM
97
Clark Asset Management
New Hampshire
$12M 258,422 +28,674 +12%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$11.6M 250,773 +6,398 +3%
SFPM
99
Sensible Financial Planning & Management
Massachusetts
$11.5M 249,288 +33,937 +16%
1IA
100
1834 Investment Advisors
Wisconsin
$11.5M 249,113 +41,062 +20%
2 3
4
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