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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.

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
1
JPMorgan Chase & Co
New York
$2.26B
2
Raymond James Financial
2
Raymond James Financial
Florida
$256M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$966M
4
GC
4
Garde Capital
Washington
$29.3M
5
SW
5
SoFi Wealth
California
$25.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.43B
2
Charles Schwab
2
Charles Schwab
California
$5.11B
3
EP
3
Essential Planning
New Hampshire
$1.23M
4
AA
4
Advisory Alpha
Michigan
$2.66M
5
Goldman Sachs
5
Goldman Sachs
New York
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$5.11B 110,368,157 -4,915,918 -4%
Bank of America
2
Bank of America
North Carolina
$2.43B 52,506,795 -20,667,626 -28%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.26B 48,706,894 +2,196,520 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$966M 20,860,251 +1,000,394 +5%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$465M 10,050,689 -242,094 -2%
AssetMark Inc
6
AssetMark Inc
California
$384M 8,292,988 +176,997 +2%
Wells Fargo
7
Wells Fargo
California
$325M 7,013,812 -43,302 -0.6%
LPL Financial
8
LPL Financial
California
$274M 5,915,853 -131,650 -2%
Stifel Financial
9
Stifel Financial
Missouri
$272M 5,879,233 +215,219 +4%
Raymond James Financial
10
Raymond James Financial
Florida
$256M 5,517,380 +1,107,390 +25%
Ameriprise
11
Ameriprise
Minnesota
$245M 5,292,892 +180,207 +4%
Morgan Stanley
12
Morgan Stanley
New York
$210M 4,537,564 +175,253 +4%
TPCW
13
TD Private Client Wealth
New York
$182M 3,923,459 +305,666 +8%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$179M 3,857,241 -40,763 -1%
LNC
15
Lincoln National Corp
Pennsylvania
$162M 3,500,919 +44,009 +1%
MIM
16
Morningstar Investment Management
Illinois
$121M 2,603,165 +38,192 +1%
Kovitz Investment Group Partners
17
Kovitz Investment Group Partners
Illinois
$105M 2,260,858 +146,557 +7%
KeyBank National Association
18
KeyBank National Association
Ohio
$103M 2,221,640 -74,783 -3%
CA
19
Clearstead Advisors
Ohio
$84.8M 1,831,622 +309,289 +20%
AIM
20
Acropolis Investment Management
Missouri
$75.4M 1,627,307 +27,543 +2%
CM
21
Castleark Management
Illinois
$74.5M 1,609,080 – –
Financial Engines Advisors
22
Financial Engines Advisors
California
$73.8M 1,594,414 -422,758 -21%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$71.6M 1,546,152 +93,758 +6%
VA
24
Valmark Advisers
Ohio
$64.6M 1,394,052 +40,122 +3%
FIB
25
First Interstate Bank
Montana
$56.4M 1,218,719 +109,856 +10%
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