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Vanguard Mortgage-Backed Securities ETF (VMBS) Institutional Ownership

Vanguard Mortgage-Backed Securities ETF logo
$45.95 -0.17 (-0.37%)
Closing price 07/23/2025 04:00 PM Eastern
Extended Trading
$45.96 +0.00 (+0.01%)
As of 07/23/2025 06:54 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Number of
Institutional Buyers
(last 12 months)
465
Total
Institutional Inflows
(last 12 months)
$4.58B
Number of
Institutional Sellers
(last 12 months)
288
Total
Institutional Outflows
(last 12 months)
$2.15B
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VMBS Institutional Buying and Selling by Quarter

Vanguard Mortgage-Backed Securities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/23/2025Columbus Macro LLC94,521$4.38M0.5%-7.9%0.030%
7/23/2025Clear Creek Financial Management LLC63,157$2.93M0.3%-14.4%0.020%
7/23/2025Valmark Advisers Inc.1,442,830$66.86M0.9%+3.5%0.461%
7/23/2025Proffitt & Goodson Inc.377,435$17.49M2.7%+1.9%0.121%
7/23/2025REAP Financial Group LLC5,350$248K0.1%-6.6%0.002%
7/23/2025Bellevue Asset Management LLC851$39K0.0%N/A0.000%
7/23/2025TriaGen Wealth Management LLC52,364$2.43M0.7%+4.8%0.017%
7/23/2025Bennett Associates Wealth Management29,833$1.38M1.1%-5.4%0.010%
7/22/2025 Belpointe Asset Management LLC5,529$256K0.0%-16.4%0.002%
7/22/2025 MAS Advisors LLC68,260$3.16M5.2%-28.5%0.022%
7/22/2025 Berkshire Money Management Inc.1,459$68K0.0%N/A0.000%
7/22/2025 Merit Financial Group LLC625,677$28.99M0.3%+18.5%0.200%
7/22/2025 IVC Wealth Advisors LLC25,945$1.20M0.6%-16.1%0.008%
7/22/2025 Simplicity Wealth LLC189,343$8.77M0.4%+56.3%0.061%
7/22/2025 OLD National Bancorp IN220,270$10.21M0.2%+9.6%0.070%
7/22/2025 Wealthcare Advisory Partners LLC4,746$220K0.0%-12.2%0.002%
7/22/2025 Bay Harbor Wealth Management LLC145,130$6.73M2.0%-1.8%0.046%
7/22/2025 Accel Wealth Management22,391$1.04M0.3%+4.1%0.007%
7/22/2025 Checchi Capital Advisers LLC81,363$3.77M0.2%+2.5%0.026%
7/22/2025 Oak Hill Wealth Advisors LLC105,238$4.82M1.0%+9.6%0.034%
7/22/2025 Windward Private Wealth Management Inc.329,643$15.28M5.5%+2.6%0.105%
7/21/2025 Ascent Group LLC34,194$1.59M0.1%-6.4%0.011%
7/21/2025 Ameritas Advisory Services LLC11,732$544K0.0%-12.1%0.004%
7/21/2025 Greenwood Capital Associates LLC82,424$3.82M0.5%+2.6%0.026%
7/21/2025 Sovereign Investment Advisors LLC167,011$7.74M2.1%+5.3%0.053%
7/21/2025 Family CFO Inc274,826$12.74M6.4%+3.9%0.088%
7/21/2025 Ashton Thomas Securities LLC17,969$833K0.2%-1.3%0.006%
7/21/2025 Pacific Financial Group Inc.9,313$432K0.3%+35.6%0.003%
7/21/2025 Mendota Financial Group LLC134,212$6.22M5.9%+27.0%0.043%
7/18/2025 RKL Wealth Management LLC361,806$16.77M1.5%+2.3%0.116%
7/18/2025 Cantor Fitzgerald Investment Advisors L.P.854,966$39.62M2.8%-1.3%0.273%
7/18/2025 Bartlett & CO. Wealth Management LLC607,738$28.16M0.4%+2.7%0.194%
7/18/2025 SWP Financial LLC108,365$5.02M2.8%+3.6%0.035%
7/18/2025 SigFig Wealth Management LLC133,322$6.16M0.2%+1.0%0.043%
7/18/2025 Arcadia Wealth Management LLC93,131$4.32M1.9%+3.0%0.030%
7/18/2025 Truist Financial Corp539,151$24.98M0.0%+0.8%0.172%
7/17/2025 Trivium Point Advisory LLC8,478$393K0.0%+15.3%0.003%
7/17/2025 Janney Montgomery Scott LLC831,647$38.54M0.1%+1.8%0.266%
7/17/2025 Montis Financial LLC30,369$1.41M0.4%-31.9%0.010%
7/17/2025 SWS Partners143,943$6.67M1.8%+28.5%0.046%
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7/17/2025 Capital Insight Partners LLC340,505$15.78M2.7%-10.0%0.109%
7/17/2025 City Holding Co.800$37K0.0%-39.1%0.000%
7/17/2025 Keystone Global Partners LLC180,737$8.38M4.6%+28.5%0.058%
7/17/2025 Sage Rhino Capital LLC84,034$3.89M0.8%-6.2%0.027%
7/17/2025 SeaBridge Investment Advisors LLC316,118$14.65M2.7%+21.3%0.101%
7/16/2025 Cahaba Wealth Management Inc.6,719$311K0.0%N/A0.002%
7/16/2025 1834 Investment Advisors Co.253,503$11.75M1.5%+1.8%0.081%
7/16/2025 True North Advisors LLC31,382$1.45M0.3%-11.0%0.010%
7/16/2025 ST Germain D J Co. Inc.471,574$21.85M0.9%-1.9%0.151%
7/16/2025 Perigon Wealth Management LLC244,027$11.31M0.3%+7.0%0.078%
7/16/2025 Arlington Capital Management Inc.15,420$715K0.6%-78.8%0.005%
7/15/2025 Level Financial Advisors207,228$9.60M3.0%+5.6%0.066%
7/15/2025 Surience Private Wealth LLC66,759$3.09M2.9%N/A0.021%
7/15/2025 TD Private Client Wealth LLC4,141,363$191.91M4.7%+5.6%1.324%
7/15/2025 Mather Group LLC.6,470,848$299.86M3.2%+6,012.2%2.069%
7/15/2025 Roger Wittlin Investment Advisory LLC46,201$2.14M1.2%-5.6%0.015%
7/15/2025 Accurate Wealth Management LLC60,836$2.80M0.4%+2.0%0.019%
7/15/2025 Fifth Third Bancorp1,987$92K0.0%-91.3%0.001%
7/15/2025 CGN Advisors LLC50,543$2.34M0.2%-6.1%0.016%
7/14/2025 Seek First Inc.58,934$2.73M2.2%+9.0%0.019%
7/14/2025 AdvisorNet Financial Inc47,661$2.21M0.1%+1.8%0.015%
7/14/2025 Seed Wealth Management Inc.61,915$2.87M2.1%-61.3%0.020%
7/14/2025 Acropolis Investment Management LLC1,658,973$76.88M4.2%+1.9%0.531%
7/14/2025 Ridgewood Investments LLC21,597$1.00M0.4%+24.9%0.007%
7/14/2025 Southland Equity Partners LLC10,767$499K0.1%+2.1%0.003%
7/14/2025 Park Avenue Securities LLC8,534$395K0.0%N/A0.003%
7/14/2025 Sowell Financial Services LLC6,086$282K0.0%-14.1%0.002%
7/11/2025 Westfuller Advisors LLC46,616$2.16M1.2%+1.4%0.015%
7/11/2025 Quantum Financial Advisors LLC358,835$16.63M2.3%-1.6%0.115%
7/11/2025 Ullmann Wealth Partners Group LLC90,021$4.17M0.5%-33.1%0.029%
7/11/2025 Farther Finance Advisors LLC98,467$4.56M0.1%+1.4%0.031%
7/11/2025 Silver Oak Securities Incorporated46,427$2.15M0.2%+10.3%0.015%
7/11/2025 AA Financial Advisors LLC12,377$574K0.1%+40.2%0.004%
7/11/2025 LongView Wealth Management8,021$372K0.1%-14.8%0.003%
7/11/2025 Bell Bank446,592$20.70M1.0%-3.5%0.143%
7/11/2025 TCV Trust & Wealth Management Inc.4,670$216K0.0%-14.2%0.001%
7/10/2025 Oliver Lagore Vanvalin Investment Group1,725$80K0.0%N/A0.001%
7/10/2025 Rockland Trust Co.16,789$778K0.0%-8.6%0.005%
7/10/2025 Wealth Enhancement Advisory Services LLC1,183,612$54.42M0.1%+1.3%0.379%
7/9/2025 Intelligence Driven Advisers LLC503,251$23.32M3.5%-1.0%0.161%
7/9/2025 Navigation Wealth Management Inc.11,482$532K0.8%N/A0.004%
7/9/2025 Balefire LLC5,956$276K0.1%N/A0.002%
7/9/2025 LifePlan Financial LLC44,571$2.07M1.7%-1.5%0.014%
7/9/2025 Parkside Advisors LLC582,759$27.01M5.9%+2.2%0.186%
7/9/2025 Christopher J. Hasenberg Inc178,124$8.25M3.1%N/A0.057%
7/9/2025 Bulwark Capital Corp196,565$9.11M7.7%N/A0.063%
7/9/2025 MassMutual Private Wealth & Trust FSB193,283$8.96M0.2%+0.3%0.062%
7/8/2025 Braun Bostich & Associates Inc.11,804$547K0.4%-2.5%0.004%
7/8/2025 NBC Securities Inc.25,142$1.17M0.1%+202.9%0.008%
7/7/2025 Global Wealth Strategies & Associates1,595$74K0.0%-33.4%0.001%
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7/7/2025 Retirement Wealth Solutions LLC53,152$2.46M1.8%-3.4%0.017%
7/7/2025 Centurion Wealth Management LLC47,390$2.20M0.6%-2.6%0.015%
7/3/2025 Whitcomb & Hess Inc.332,406$15.40M4.3%+2.0%0.079%
7/3/2025 Garde Capital Inc.720,045$33.37M1.7%+13.8%0.172%
6/18/2025Voya Investment Management LLC61,455$2.85M0.0%-3.4%0.015%
6/17/2025Howe & Rusling Inc.4,567$211K0.0%+1,677.0%0.001%
6/4/2025 First Hawaiian Bank86,579$4.01M0.2%+2.3%0.028%
5/21/2025Geneos Wealth Management Inc.19,589$907K0.0%+3.1%0.005%
5/21/2025Schmidt P J Investment Management Inc.11,497$532K0.1%-14.5%0.003%
5/20/2025Focus Partners Wealth19,878$921K0.0%N/A0.005%
(Data available from 1/1/2016 forward)

VMBS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VMBS shares?

During the previous two years, 682 institutional investors and hedge funds held shares of Vanguard Mortgage-Backed Securities ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($6.16B), Charles Schwab Investment Management Inc. ($5.11B), Bank of America Corp DE ($3.32B), JPMorgan Chase & Co. ($2.26B), Envestnet Asset Management Inc. ($966.04M), Bank of New York Mellon Corp ($465.45M), and Assetmark Inc. ($384.05M).Learn more on Vanguard Mortgage-Backed Securities ETF's institutional investors.

Which institutional investors have been buying Vanguard Mortgage-Backed Securities ETF's stock?

Of the 609 institutional investors that purchased Vanguard Mortgage-Backed Securities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($42.78M), Charles Schwab Investment Advisory Inc. ($13.84M), Mather Group LLC. ($6.72M), Raymond James Financial Inc. ($5.52M), Morningstar Investment Services LLC ($4.42M), Bank of America Corp DE ($4.18M), and Envestnet Portfolio Solutions Inc. ($3.89M).

How much institutional buying is happening at Vanguard Mortgage-Backed Securities ETF?

Institutional investors have bought a total of 100,027,166 shares in the last 24 months. This purchase volume represents approximately $4.58B in transactions.

Which of Vanguard Mortgage-Backed Securities ETF's major shareholders have been selling company stock?

Of the 287 institutional investors that sold Vanguard Mortgage-Backed Securities ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($30.86M), Mather Group LLC. ($3.23M), Advisory Alpha LLC ($2.00M), Wells Fargo & Company MN ($937.71K), Allspring Global Investments Holdings LLC ($650K), Goldman Sachs Group Inc. ($544.93K), and Pallas Capital Advisors LLC ($506.82K).

How much institutional selling is happening at Vanguard Mortgage-Backed Securities ETF?

Institutional investors have sold a total of 46,160,896 shares in the last 24 months. This volume of shares sold represents approximately $2.15B in transactions.



This page (NASDAQ:VMBS) was last updated on 7/24/2025 by MarketBeat.com Staff
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