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 %
Citadel Advisors
101
Citadel Advisors
Florida
$11.5M 248,622 +248,622 New
AA
102
ALPS Advisors
Colorado
$11.3M 243,933 -2,390 -1%
SIM
103
Sterling Investment Management
Arizona
$10.6M 228,489 +181,461 +386%
PWM
104
Perigon Wealth Management
California
$10.6M 227,969 +147,143 +182%
KFG
105
Kingdom Financial Group
Arizona
$10.4M 224,907 -9,115 -4%
EWA
106
EverSource Wealth Advisors
Alabama
$10.3M 222,233 -14,328 -6%
Goldman Sachs
107
Goldman Sachs
New York
$10.3M 222,196 -544,926 -71%
SB
108
Strategic Blueprint
Georgia
$10.3M 221,674 +1,016 +0.5%
KAS
109
Kestra Advisory Services
Texas
$9.92M 214,167 +3,736 +2%
CCA
110
Cravens & Co Advisors
Tennessee
$9.73M 210,019 -194 -0.1%
Allspring Global Investments
111
Allspring Global Investments
North Carolina
$9.67M 208,728 – –
Bessemer Group
112
Bessemer Group
New Jersey
$9.65M 208,322 – –
ZIM
113
Zacks Investment Management
Illinois
$9.36M 202,133 +10,261 +5%
ONB
114
Old National Bancorp
Indiana
$9.3M 200,906 +10,313 +5%
FAT
115
First American Trust
California
$9.17M 198,104 -36,854 -16%
MIS
116
Morningstar Investment Services
Illinois
$9.15M 197,477 -282,801 -59%
EA
117
Evolution Advisers
Virginia
$9.12M 198,088 +30,694 +18%
LFA
118
Level Financial Advisors
New York
$9.08M 196,152 +2,587 +1%
MPWT
119
MassMutual Private Wealth & Trust
Connecticut
$8.92M 192,647 +9,741 +5%
SIA
120
Strategic Investment Advisors
Michigan
$8.87M 191,451 +13,904 +8%
MMA
121
Miracle Mile Advisors
California
$8.77M 189,395 -19,329 -9%
WAM
122
WNY Asset Management
New York
$8.72M 188,358 -4,231 -2%
SAM
123
Smartleaf Asset Management
Massachusetts
$8.47M 182,966 +49,066 +37%
OPPS
124
Obsidian Personal Planning Solutions
Maryland
$8.38M 180,847 -5,254 -3%
Creative Planning
125
Creative Planning
Kansas
$7.97M 172,171 +119,409 +226%
3 4
5
6 7