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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 %
PF
151
PlanWiser Financial
Colorado
$5.88M +$5.88M +127,938 New
MWM
152
Marion Wealth Management
Pennsylvania
$5.71M +$391K +8,449 +7%
SW
153
Simplicity Wealth
New Jersey
$5.61M +$5.3M +114,382 +1,697%
PF
154
Parker Financial
Washington
$5.6M +$209K +4,510 +4%
FFWA
155
Forthright Family Wealth Advisory
Texas
$5.37M -$8.43K -182 -0.2%
UA
156
Unison Advisors
District of Columbia
$5.05M +$104K +2,253 +2%
PCA
157
Prosperity Capital Advisors
Ohio
$5.02M +$94.8K +2,046 +2%
CWM
158
Congress Wealth Management
Massachusetts
$4.93M -$729K -15,748 -13%
MG
159
Mather Group
Illinois
$4.9M -$1.23M -26,495 -20%
MFG
160
Mendota Financial Group
Wisconsin
$4.89M -$1.58M -34,145 -24%
PS
161
Principal Securities
Iowa
$4.88M – – –
APC
162
Aspire Private Capital
North Carolina
$4.87M -$489K -10,566 -9%
PCA
163
Pallas Capital Advisors
Massachusetts
$4.85M -$23.5M -506,824 -83%
SF
164
SWP Financial
California
$4.84M -$1.47M -31,733 -23%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$4.83M +$43.9K +949 +0.9%
BCM
166
Brookstone Capital Management
Illinois
$4.81M +$230K +4,960 +5%
Fisher Asset Management
167
Fisher Asset Management
Washington
$4.78M -$67.2K -1,451 -1%
CM
168
Columbus Macro
Pennsylvania
$4.75M +$51K +1,101 +1%
OIS
169
OneAscent Investment Solutions
Alabama
$4.69M +$4.69M +101,351 New
SBLIC
170
Security Benefit Life Insurance Company
Kansas
$4.63M +$619K +13,370 +15%
OFS
171
OneAscent Financial Services
Alabama
$4.61M +$32.8K +709 +0.7%
BTI
172
Blue Trust Inc
Georgia
$4.6M -$57.9K -1,251 -1%
SFG
173
Sovereign Financial Group
Connecticut
$4.51M +$523K +11,303 +13%
FFA
174
Farther Finance Advisors
California
$4.5M +$3.95M +85,264 +722%
OHWA
175
Oak Hill Wealth Advisors
Virginia
$4.45M +$437K +9,431 +11%
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7
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