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Vanguard Mortgage-Backed Securities ETF

706 hedge funds and large institutions have $14B invested in Vanguard Mortgage-Backed Securities ETF in 2026 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 316 increasing their positions, 218 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 218

16% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 55

1.58% more ownership

Funds ownership: 89.28%90.85% (+1.6%)

5% more capital invested

Capital invested by funds: $13.4B → $14B (+$650M)

0% less funds holding

Funds holding: 709706 (-3)

6% less funds holding in top 10

Funds holding in top 10: 5047 (-3)

Holders
706
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
8.53%
Holding in Top 10
47
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6%
% of All Funds
0.57%
New
64
Increased
316
Reduced
218
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.76B +$123M +2,620,134 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.32B +$42.9M +917,120 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.25B +$77.1M +1,646,929 +7%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$496M +$8.75M +187,029 +2%
Stifel Financial
5
Stifel Financial
Missouri
$478M +$71.3M +1,524,574 +18%
Wells Fargo
6
Wells Fargo
California
$456M +$16.8M +359,582 +4%
AssetMark Inc
7
AssetMark Inc
California
$412M -$2.27M -48,524 -0.5%
MG
8
Mather Group
Illinois
$398M +$55.4M +1,183,605 +16%
Raymond James Financial
9
Raymond James Financial
Florida
$323M +$7.82M +167,110 +2%
LPL Financial
10
LPL Financial
California
$295M -$816K -17,428 -0.3%
TPCW
11
TD Private Client Wealth
New York
$267M +$18.9M +404,550 +8%
Morgan Stanley
12
Morgan Stanley
New York
$257M +$9.79M +209,200 +4%
Ameriprise
13
Ameriprise
Minnesota
$239M +$1.6M +34,294 +0.7%
UBS Group
14
UBS Group
Switzerland
$226M -$21.1M -451,027 -9%
LNC
15
Lincoln National Corp
Pennsylvania
$182M +$4.18M +89,304 +2%
CA
16
Clearstead Advisors
Ohio
$147M +$5.92M +126,586 +4%
Charles Schwab
17
Charles Schwab
California
$117M +$5.06M +108,126 +5%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$113M -$4.74M -101,403 -4%
KeyBank National Association
19
KeyBank National Association
Ohio
$111M +$1.98M +42,398 +2%
Goldman Sachs
20
Goldman Sachs
New York
$101M +$90.3M +1,928,949 +813%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$88.3M +$2.91M +62,118 +3%
VA
22
Valmark Advisers
Ohio
$83.3M +$8.82M +188,553 +12%
AA
23
Alesco Advisors
New York
$79.7M +$4.98M +106,461 +7%
MFG
24
Merit Financial Group
Georgia
$75.8M +$12.3M +262,360 +19%
AIA
25
Ally Invest Advisors
North Carolina
$71.2M +$3.2M +68,382 +5%

VMBS Hedge Fund Activity: Q2 2026 in Review

706 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mortgage-Backed Securities ETF (VMBS) for Q2 2026, worth a combined $14B — up 4.9% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new VMBS positions and 55 closed out — a net gain of 9 holders — while 316 added to existing stakes and 218 trimmed.

The largest buyer was Bank of America, adding an estimated $123M. The largest seller was Susquehanna International Group, cutting an estimated $24.7M.

  • 706 institutional investors held Vanguard Mortgage-Backed Securities ETF (VMBS) as of Q2 2026, down from 709 in Q1 2026.
  • Funds reported $14B of Vanguard Mortgage-Backed Securities ETF stock for Q2 2026, up 4.9% quarter-over-quarter.
  • 64 funds opened new Vanguard Mortgage-Backed Securities ETF positions in Q2 2026 and 55 closed out, a net change of +9 holders.
  • The largest Vanguard Mortgage-Backed Securities ETF buyer in Q2 2026 was Bank of America, an estimated $123M added.
  • The largest Vanguard Mortgage-Backed Securities ETF seller in Q2 2026 was Susquehanna International Group, an estimated $24.7M sold.

Based on aggregated 13F filings for Q2 2026.