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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
Mather Group
Illinois
$300M
2
KIM
Kestra Investment Management
Texas
$84.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.3B
4
Bank of America
Bank of America
North Carolina
$2.46B
5
Osaic Holdings
Osaic Holdings
Arizona
$43.6M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$153M
2
MIM
Morningstar Investment Management
Illinois
$0
3
AWM
AE Wealth Management
Kansas
$1.84M
4
AWS
Atria Wealth Solutions
New York
$6.21M
5
Ameriprise
Ameriprise
Minnesota
$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAT
126
First American Trust
California
$7.81M -$1.37M -29,483 -15%
PWMG
127
Pinnacle Wealth Management Group
Michigan
$7.81M +$327K +7,066 +4%
Jane Street
128
Jane Street
New York
$7.75M -$4.72M -101,802 -38%
SQA
129
Simon Quick Advisors
New Jersey
$7.74M +$7.74M +167,105 New
SIA
130
Sovereign Investment Advisors
Arizona
$7.74M +$392K +8,466 +5%
PA
131
PFG Advisors
Arizona
$7.38M +$1.07M +23,047 +17%
MMA
132
Miracle Mile Advisors
California
$7.35M -$1.42M -30,709 -16%
PMWMG
133
Parr McKnight Wealth Management Group
Minnesota
$7.3M -$78.8K -1,701 -1%
FIM
134
Freedom Investment Management
Connecticut
$7.23M +$163K +3,527 +2%
MA
135
Mutual Advisors
Nebraska
$7.03M +$445K +9,676 +7%
HPC
136
Hobart Private Capital
North Carolina
$7.03M -$271K -5,849 -4%
OAP
137
One Advisory Partners
Kansas
$6.96M +$572K +12,459 +9%
PFS
138
Prospera Financial Services
Texas
$6.78M +$119K +2,567 +2%
BHWM
139
Bay Harbor Wealth Management
Maryland
$6.73M -$121K -2,620 -2%
SP
140
SWS Partners
Ohio
$6.67M +$6.67M +143,943 New
PPWP
141
Premier Path Wealth Partners
New Jersey
$6.3M +$188K +4,063 +3%
MFG
142
Mendota Financial Group
Wisconsin
$6.22M +$1.32M +28,512 +27%
AWS
143
Atria Wealth Solutions
New York
$6.21M -$15.5M -334,905 -71%
FMI
144
F/M Investments
District of Columbia
$6.19M +$6.19M +133,567 New
SWM
145
SigFig Wealth Management
California
$6.16M +$59K +1,277 +1%
CAM
146
Chandler Asset Management
California
$6.15M – – –
HSBC Holdings
147
HSBC Holdings
United Kingdom
$5.93M -$332K -7,172 -5%
PF
148
Parker Financial
Washington
$5.8M +$189K +4,085 +3%
MWM
149
Marion Wealth Management
Pennsylvania
$5.78M +$66.3K +1,430 +1%
EAMA
150
EFG Asset Management (Americas)
Florida
$5.63M +$1.79M +38,540 +46%
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6
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