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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.

New
Increased
Maintained
Reduced
Closed
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
JPMorgan Chase & Co
New York
$2.26B
2
Raymond James Financial
Raymond James Financial
Florida
$256M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$966M
4
GC
Garde Capital
Washington
$29.3M
5
SW
SoFi Wealth
California
$25.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.43B
2
Charles Schwab
Charles Schwab
California
$5.11B
3
EP
Essential Planning
New Hampshire
$1.23M
4
AA
Advisory Alpha
Michigan
$2.66M
5
Goldman Sachs
Goldman Sachs
New York
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
126
Diversify Advisory Services
Utah
$7.63M +$683K +14,755 +10%
PWMG
127
Pinnacle Wealth Management Group
Michigan
$7.47M +$316K +6,824 +4%
PPWP
128
Proquility Private Wealth Partners
Nevada
$7.43M -$140K -3,016 -2%
SWM
129
Seed Wealth Management
Illinois
$7.4M -$1.39K -30 -0%
PMWMG
130
Parr McKnight Wealth Management Group
Minnesota
$7.38M +$2.12M +45,831 +40%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$7.29M -$732K -15,966 -9%
HPC
132
Hobart Private Capital
North Carolina
$7.29M -$3.05M -65,770 -29%
SIA
133
Sovereign Investment Advisors
Arizona
$7.23M -$248K -5,446 -3%
SFA
134
Sequoia Financial Advisors
Ohio
$7.2M -$1.97M -42,594 -21%
VWM
135
VCI Wealth Management
Missouri
$7.16M +$507K +10,957 +8%
FIM
136
Freedom Investment Management
Connecticut
$7.06M +$387K +8,357 +6%
BHWM
137
Bay Harbor Wealth Management
Maryland
$6.84M +$93.8K +2,025 +1%
SAI
138
Savvy Advisors Inc
New York
$6.75M +$250K +5,395 +4%
HBS
139
Howard Bailey Securities
Indiana
$6.75M -$372K -8,025 -5%
PFS
140
Prospera Financial Services
Texas
$6.65M +$115K +2,492 +2%
MA
141
Mutual Advisors
Nebraska
$6.59M +$191K +4,152 +3%
KGP
142
Keystone Global Partners
Colorado
$6.51M +$6.51M +140,659 New
OAP
143
One Advisory Partners
Kansas
$6.44M -$569K -12,283 -8%
Federated Hermes
144
Federated Hermes
Pennsylvania
$6.32M +$894K +19,300 +16%
PA
145
PFG Advisors
Arizona
$6.3M +$136K +2,937 +2%
HSBC Holdings
146
HSBC Holdings
United Kingdom
$6.25M +$1.34M +28,971 +27%
UWPG
147
Ullmann Wealth Partners Group
Florida
$6.23M -$610K -13,176 -9%
CAM
148
Chandler Asset Management
California
$6.14M +$965K +20,845 +19%
SWM
149
SigFig Wealth Management
California
$6.11M -$46.7K -1,008 -0.8%
PPWP
150
Premier Path Wealth Partners
New Jersey
$6.11M +$539K +11,639 +10%
4 5
6
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