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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 %
DWM
176
Diversify Wealth Management
Utah
$4.45M +$955K +20,612 +27%
CPRC
177
Consolidated Portfolio Review Corp
New York
$4.42M +$55.5K +1,198 +1%
MA
178
MAS Advisors
Florida
$4.42M +$1.07M +23,107 +32%
BHPW
179
Beverly Hills Private Wealth
California
$4.38M -$275K -5,934 -6%
CFAM
180
Center For Asset Management
Florida
$4.33M -$1.4M -30,231 -24%
ECM
181
Evergreen Capital Management
Washington
$4.23M -$20.2M -436,353 -83%
AWMNH
182
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.19M +$305K +6,581 +8%
HP
183
Hilltop Partners
Indiana
$4.18M +$288K +6,223 +7%
Janus Henderson Group
184
Janus Henderson Group
United Kingdom
$4.15M -$164K -3,534 -4%
SRC
185
Sage Rhino Capital
California
$4.15M +$52.4K +1,132 +1%
FGAM
186
Financial Gravity Asset Management
Texas
$4.13M +$4.13M +89,210 New
VA
187
Vident Advisory
Georgia
$4.09M +$426K +9,193 +12%
OBWG
188
Onyx Bridge Wealth Group
New York
$3.93M -$4.38M -94,554 -53%
Cerity Partners
189
Cerity Partners
New York
$3.91M -$199K -4,295 -5%
EAMA
190
EFG Asset Management (Americas)
Florida
$3.84M -$13.3K -287 -0.3%
DWS
191
Dynamic Wealth Strategies
California
$3.78M +$402K +8,689 +12%
HI
192
Harbour Investments
Wisconsin
$3.74M +$6.95K +150 +0.2%
GCA
193
Greenwood Capital Associates
South Carolina
$3.72M +$975K +21,046 +35%
FA
194
FC Advisory
Pennsylvania
$3.71M +$154K +3,324 +4%
LFP
195
Leeward Financial Partners
Washington
$3.71M +$321K +6,922 +9%
FFBTD
196
First Financial Bank - Trust Division
Ohio
$3.7M -$311K -6,726 -8%
CCA
197
Checchi Capital Advisers
California
$3.67M +$153K +3,301 +4%
RIM
198
Rockbridge Investment Management
New York
$3.62M -$602 -13 -0%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$3.55M +$111K +2,406 +3%
ECA
200
Elevated Capital Advisors
Utah
$3.49M -$596K -12,860 -15%
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