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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 %
CFAM
151
Center For Asset Management
Florida
$5.5M +$1.26M +27,798 +30%
UA
152
Unison Advisors
District of Columbia
$5.5M +$450K +9,703 +9%
BCM
153
Brookstone Capital Management
Illinois
$5.4M +$589K +12,700 +12%
VA
154
Vident Advisory
Georgia
$5.27M +$1.17M +25,342 +29%
Goldman Sachs
155
Goldman Sachs
New York
$5.24M -$5.06M -109,191 -49%
FFWA
156
Forthright Family Wealth Advisory
Texas
$5.14M -$228K -4,922 -4%
SF
157
SWP Financial
California
$5.02M +$175K +3,768 +4%
CWM
158
Congress Wealth Management
Massachusetts
$5.01M +$77.7K +1,676 +2%
DWM
159
Diversify Wealth Management
Utah
$4.98M +$544K +11,752 +12%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$4.97M +$139K +3,007 +3%
BTI
161
Blue Trust Inc
Georgia
$4.92M +$322K +6,949 +7%
OHWA
162
Oak Hill Wealth Advisors
Virginia
$4.82M +$423K +9,226 +10%
OBWG
163
Onyx Bridge Wealth Group
New York
$4.82M +$888K +19,156 +23%
PS
164
Principal Securities
Iowa
$4.8M -$194K -4,176 -4%
OFS
165
OneAscent Financial Services
Alabama
$4.72M +$105K +2,275 +2%
OIS
166
OneAscent Investment Solutions
Alabama
$4.7M – – –
SBLIC
167
Security Benefit Life Insurance Company
Kansas
$4.63M – – –
SFG
168
Sovereign Financial Group
Connecticut
$4.62M +$103K +2,219 +2%
DWS
169
Dynamic Wealth Strategies
California
$4.57M +$794K +17,137 +21%
APC
170
Aspire Private Capital
North Carolina
$4.57M -$307K -6,632 -6%
FFA
171
Farther Finance Advisors
California
$4.56M +$64.2K +1,386 +1%
FGC
172
Financial Gravity Companies
Texas
$4.51M +$4.51M +97,427 New
CPRC
173
Consolidated Portfolio Review Corp
New York
$4.43M +$4.59K +99 +0.1%
CM
174
Columbus Macro
Pennsylvania
$4.38M -$375K -8,093 -8%
HP
175
Hilltop Partners
Indiana
$4.37M +$197K +4,249 +5%
5 6
7
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