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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 %
BHPW
176
Beverly Hills Private Wealth
California
$4.37M -$11.8K -255 -0.3%
FFBTD
177
First Financial Bank - Trust Division
Ohio
$4.37M +$666K +14,371 +18%
AWMNH
178
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.32M +$127K +2,730 +3%
Fisher Asset Management
179
Fisher Asset Management
Washington
$4.29M -$501K -10,809 -10%
UWPG
180
Ullmann Wealth Partners Group
Florida
$4.17M -$2.07M -44,575 -33%
SFA
181
Sequoia Financial Advisors
Ohio
$4.03M -$3.18M -68,524 -44%
Creative Planning
182
Creative Planning
Kansas
$4.01M -$3.97M -85,587 -50%
JWCA
183
J.W. Cole Advisors
Florida
$4M +$1.96M +42,351 +96%
LFP
184
Leeward Financial Partners
Washington
$3.97M +$260K +5,613 +7%
SRC
185
Sage Rhino Capital
California
$3.89M -$258K -5,564 -6%
Cerity Partners
186
Cerity Partners
New York
$3.87M -$44K -949 -1%
HI
187
Harbour Investments
Wisconsin
$3.86M +$116K +2,498 +3%
DPI
188
Diversified Portfolios Inc
Michigan
$3.84M +$448K +9,671 +13%
GCA
189
Greenwood Capital Associates
South Carolina
$3.82M +$95.5K +2,060 +3%
CCA
190
Checchi Capital Advisers
California
$3.77M +$93.5K +2,017 +3%
FA
191
FC Advisory
Pennsylvania
$3.72M +$8.25K +178 +0.2%
RIM
192
Rockbridge Investment Management
New York
$3.59M -$34.2K -738 -0.9%
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$3.58M +$25.5K +550 +0.7%
ECA
194
Elevated Capital Advisors
Utah
$3.49M – – –
BFA
195
Bragg Financial Advisors
North Carolina
$3.45M +$38.4K +828 +1%
TIAA Trust, National Association
196
TIAA Trust, National Association
North Carolina
$3.39M +$3.39M +73,248 New
FHC
197
First Heartland Consultants
Missouri
$3.36M +$115K +2,492 +4%
SEI Investments
198
SEI Investments
Pennsylvania
$3.3M +$105K +2,260 +3%
WB
199
WesBanco Bank
West Virginia
$3.18M +$126K +2,715 +4%
MA
200
MAS Advisors
Florida
$3.16M -$1.26M -27,175 -28%
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