VMBS icon

Vanguard Mortgage-Backed Securities ETF

614 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 79 funds opening new positions, 257 increasing their positions, 197 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

2.16% less ownership

Funds ownership: 89.3%87.15% (-2.2%)

9% less funds holding in top 10

Funds holding in top 10: 4642 (-4)

27% less capital invested

Capital invested by funds: $17.3B → $12.7B (-$4.6B)

Holders
614
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$538K
Puts
$528K
Net Calls
Net Calls Change

Top Sellers

1 -$4.96B
2 -$121M
3 -$39.6M
4
AWS
Atria Wealth Solutions
New York
-$15.5M
5
Ameriprise
Ameriprise
Minnesota
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HCC
201
Hirtle Callaghan & Co
Pennsylvania
$3.12M
SFA
202
Seneca Financial Advisors
New York
$3.1M
SPW
203
Surience Private Wealth
Washington
$3.09M
PF
204
PlanWiser Financial
Colorado
$3.08M
PMA
205
Prudent Man Advisors
Illinois
$3.07M
ECM
206
Evergreen Capital Management
Washington
$3.04M
EIC
207
Equity Investment Corp
Georgia
$2.95M
CCFM
208
Clear Creek Financial Management
Washington
$2.93M
FPCP
209
Fort Point Capital Partners
California
$2.91M
GC
210
Guggenheim Capital
Illinois
$2.89M
RWM
211
Rialto Wealth Management
New York
$2.89M
SWM
212
Seed Wealth Management
Illinois
$2.87M
Mariner
213
Mariner
Kansas
$2.87M
VOYA Investment Management
214
VOYA Investment Management
Georgia
$2.86M
AWM
215
Accurate Wealth Management
Florida
$2.8M
CIA
216
Concurrent Investment Advisors
Florida
$2.79M
CI
217
CacheTech Inc
Utah
$2.77M
BAAM
218
Baker Avenue Asset Management
California
$2.76M
SF
219
Seek First
California
$2.73M
FPAS
220
Focus Partners Advisor Solutions
Missouri
$2.7M
GAM
221
Gould Asset Management
California
$2.68M
WOSD
222
WFA of San Diego
California
$2.67M
VT
223
Vise Technologies
New York
$2.66M
AIA
224
Alternative Investment Advisors
Florida
$2.64M
PFM
225
Phillips Financial Management
Indiana
$2.64M