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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 %
HCC
201
Hirtle Callaghan & Co
Pennsylvania
$3.12M -$2.97M – –
SFA
202
Seneca Financial Advisors
New York
$3.1M +$1.71M +36,832 +123%
SPW
203
Surience Private Wealth
Washington
$3.09M +$3.09M +66,759 New
PF
204
PlanWiser Financial
Colorado
$3.08M -$2.8M -61,005 -48%
PMA
205
Prudent Man Advisors
Illinois
$3.07M +$60.2K +1,300 +2%
ECM
206
Evergreen Capital Management
Washington
$3.04M -$1.19M -25,764 -28%
EIC
207
Equity Investment Corp
Georgia
$2.95M – – –
CCFM
208
Clear Creek Financial Management
Washington
$2.93M -$492K -10,608 -14%
FPCP
209
Fort Point Capital Partners
California
$2.91M +$248K +5,356 +9%
GC
210
Guggenheim Capital
Illinois
$2.89M -$126K -2,717 -4%
RWM
211
Rialto Wealth Management
New York
$2.89M +$436K +9,404 +18%
SWM
212
Seed Wealth Management
Illinois
$2.87M -$4.54M -97,890 -61%
Mariner
213
Mariner
Kansas
$2.87M -$150K -3,247 -5%
VOYA Investment Management
214
VOYA Investment Management
Georgia
$2.86M +$13.2K +284 +0.5%
AWM
215
Accurate Wealth Management
Florida
$2.8M +$54.3K +1,179 +2%
CIA
216
Concurrent Investment Advisors
Florida
$2.79M +$463K +9,991 +20%
BAAM
217
Baker Avenue Asset Management
California
$2.76M -$31.3K -675 -1%
SF
218
Seek First
California
$2.73M +$224K +4,842 +9%
FPAS
219
Focus Partners Advisor Solutions
Missouri
$2.7M -$40.9K -882 -1%
GAM
220
Gould Asset Management
California
$2.68M +$149K +3,210 +6%
WOSD
221
WFA of San Diego
California
$2.67M +$2.67M +57,706 New
VT
222
Vise Technologies
New York
$2.66M +$2.66M +57,351 New
PFM
223
Phillips Financial Management
Indiana
$2.64M -$28.1K -607 -1%
CFG
224
Citizens Financial Group
Rhode Island
$2.61M +$406K +8,763 +18%
FIA
225
Foundations Investment Advisors
Arizona
$2.59M +$170K +3,672 +7%
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