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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

606 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, 193 reducing their positions, and 59 closing their positions.

Holders
606
Holders Change
–
Holders Change %
0%
% of All Funds
8.13%
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
193
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 Market Value Shares Shares
Change 		Shares
Change %
CFAM
151
Center For Asset Management
Florida
$5.5M 121,329 +27,798 +30%
UA
152
Unison Advisors
District of Columbia
$5.5M 118,778 +9,703 +9%
BCM
153
Brookstone Capital Management
Illinois
$5.4M 116,480 +12,700 +12%
VA
154
Vident Advisory
Georgia
$5.27M 113,708 +25,342 +29%
Goldman Sachs
155
Goldman Sachs
New York
$5.24M 113,005 -109,191 -49%
FFWA
156
Forthright Family Wealth Advisory
Texas
$5.14M 110,988 -4,922 -4%
SF
157
SWP Financial
California
$5.02M 108,365 +3,768 +4%
CWM
158
Congress Wealth Management
Massachusetts
$5.01M 108,132 +1,676 +2%
DWM
159
Diversify Wealth Management
Utah
$4.98M 107,728 +11,752 +12%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$4.97M 107,335 +3,007 +3%
BTI
161
Blue Trust Inc
Georgia
$4.92M 106,246 +6,949 +7%
OHWA
162
Oak Hill Wealth Advisors
Virginia
$4.82M 105,238 +9,226 +10%
OBWG
163
Onyx Bridge Wealth Group
New York
$4.82M 104,085 +19,156 +23%
PS
164
Principal Securities
Iowa
$4.8M 103,558 -4,176 -4%
OFS
165
OneAscent Financial Services
Alabama
$4.72M 101,870 +2,275 +2%
OIS
166
OneAscent Investment Solutions
Alabama
$4.7M 101,351 – –
SBLIC
167
Security Benefit Life Insurance Company
Kansas
$4.63M 100,000 – –
SFG
168
Sovereign Financial Group
Connecticut
$4.62M 99,643 +2,219 +2%
DWS
169
Dynamic Wealth Strategies
California
$4.57M 98,710 +17,137 +21%
APC
170
Aspire Private Capital
North Carolina
$4.57M 98,519 -6,632 -6%
FFA
171
Farther Finance Advisors
California
$4.56M 98,467 +1,386 +1%
FGC
172
Financial Gravity Companies
Texas
$4.51M 97,427 +97,427 New
CPRC
173
Consolidated Portfolio Review Corp
New York
$4.43M 95,587 +99 +0.1%
CM
174
Columbus Macro
Pennsylvania
$4.38M 94,521 -8,093 -8%
HP
175
Hilltop Partners
Indiana
$4.37M 94,408 +4,249 +5%
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