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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

609 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, 196 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+3
Holders Change %
+0.5%
% of All Funds
8.17%
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
196
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 Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
101
Federated Hermes
Pennsylvania
$11M +$4.66M +100,600 +74%
SB
102
Strategic Blueprint
Georgia
$10.7M +$414K +8,934 +4%
Bessemer Group
103
Bessemer Group
New Jersey
$10.7M +$1.03M +22,232 +11%
SIM
104
Sterling Investment Management
Arizona
$10.7M +$88K +1,899 +0.8%
ONB
105
Old National Bancorp
Indiana
$10.2M +$897K +19,364 +10%
EWA
106
EverSource Wealth Advisors
Alabama
$10.2M -$137K -2,956 -1%
Allspring Global Investments
107
Allspring Global Investments
North Carolina
$9.67M – – –
LFA
108
Level Financial Advisors
New York
$9.6M +$513K +11,076 +6%
SIA
109
Strategic Investment Advisors
Michigan
$9.58M +$714K +15,414 +8%
CCA
110
Cravens & Co Advisors
Tennessee
$9.57M -$163K -3,512 -2%
SAM
111
Smartleaf Asset Management
Massachusetts
$9.5M +$1.05M +22,726 +12%
KAS
112
Kestra Advisory Services
Texas
$9.34M -$585K -12,620 -6%
SAI
113
Savvy Advisors Inc
New York
$9.28M +$2.52M +54,458 +37%
ERFOTCOFW
114
Employees Retirement Fund of the City of Fort Worth
Texas
$9.27M +$9.27M +200,000 New
EA
115
Evolution Advisers
Virginia
$9.24M +$64.6K +1,395 +0.7%
BC
116
Bulwark Capital
Florida
$9.11M +$9.11M +196,565 New
MPWT
117
MassMutual Private Wealth & Trust
Connecticut
$8.96M +$29.5K +636 +0.3%
SW
118
Simplicity Wealth
New Jersey
$8.77M +$3.16M +68,222 +56%
WAM
119
WNY Asset Management
New York
$8.72M -$10.1K -217 -0.1%
OPPS
120
Obsidian Personal Planning Solutions
Maryland
$8.68M +$295K +6,376 +4%
ZIM
121
Zacks Investment Management
Illinois
$8.4M -$971K -20,963 -10%
KGP
122
Keystone Global Partners
Colorado
$8.38M +$1.86M +40,078 +28%
CJH
123
Christopher J. Hasenberg
Wisconsin
$8.25M +$8.25M +178,124 New
VWM
124
VCI Wealth Management
Missouri
$8.11M +$943K +20,347 +13%
UCMOK
125
United Capital Management of KS
Kansas
$7.98M +$7.98M +172,243 New
3 4
5
6 7