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Vanguard Mortgage-Backed Securities ETF (VMBS) Institutional Ownership

Vanguard Mortgage-Backed Securities ETF logo
$47.28 -0.03 (-0.06%)
Closing price 10/17/2025 04:00 PM Eastern
Extended Trading
$47.15 -0.13 (-0.27%)
As of 10/17/2025 07:38 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.
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Institutional Ownership Changes (13F Filings) for Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Number of
Institutional Buyers
(last 12 months)
489
Total
Institutional Inflows
(last 12 months)
$4.60B
Number of
Institutional Sellers
(last 12 months)
301
Total
Institutional Outflows
(last 12 months)
$7.09B
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VMBS Institutional Buying and Selling by Quarter

Vanguard Mortgage-Backed Securities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/17/2025Fortitude Family Office LLC809$38K0.0%N/A0.000%
10/17/2025Ullmann Wealth Partners Group LLC72,010$3.38M0.4%-20.0%0.022%
10/17/2025FLC Capital Advisors259,347$12.18M2.4%+2.6%0.079%
10/17/2025Perigon Wealth Management LLC268,947$12.63M0.3%+10.2%0.082%
10/17/2025Sowell Financial Services LLC5,630$264K0.0%-7.5%0.002%
10/17/2025Sovereign Financial Group Inc.104,052$4.89M0.9%+4.4%0.032%
10/17/2025Apollon Wealth Management LLC31,487$1.48M0.0%+496.7%0.010%
10/16/2025 Columbus Macro LLC92,180$4.33M0.5%-2.5%0.028%
10/16/2025 Greenwood Capital Associates LLC83,702$3.93M0.5%+1.6%0.026%
10/16/2025 SWS Partners153,955$7.23M1.7%+7.0%0.047%
10/16/2025 City State Bank36,722$1.72M0.5%-16.4%0.011%
10/16/2025 HBK Sorce Advisory LLC528,346$24.92M0.6%+15.4%0.162%
10/16/2025 Blue Trust Inc.87,269$4.10M0.0%-17.9%0.027%
10/16/2025 Randall & Associates Wealth Management33,401$1.57M1.1%+12.0%0.010%
10/16/2025 VCI Wealth Management LLC185,140$8.69M2.6%+5.8%0.057%
10/15/2025 CWM LLC35,396$1.66M0.0%-2.3%0.011%
10/15/2025 Milestone Asset Management LLC18,679$877K0.2%-46.5%0.006%
10/15/2025 Brookstone Capital Management123,334$5.79M0.1%+5.9%0.038%
10/15/2025 Private Trust Co. NA5,251$247K0.0%-8.4%0.002%
10/15/2025 Level Financial Advisors217,673$10.22M2.9%+5.0%0.067%
10/15/2025 Southland Equity Partners LLC10,097$474K0.1%-6.2%0.003%
10/14/2025 OLD National Bancorp IN238,092$11.18M0.2%+8.1%0.073%
10/14/2025 Bulwark Capital Corp210,389$9.88M7.7%+7.0%0.064%
10/14/2025 Farther Finance Advisors LLC122,877$5.77M0.1%+24.8%0.038%
10/14/2025 Security Financial Services INC.35,674$1.68M0.3%+4.5%0.011%
10/14/2025 HBK Sorce Advisory LLC537,248$25.24M0.5%+17.4%0.164%
10/14/2025 LongView Wealth Management6,468$304K0.1%-19.4%0.002%
10/14/2025 AA Financial Advisors LLC13,302$625K0.1%+7.5%0.004%
10/14/2025 Flywheel Private Wealth LLC6,400$301K0.2%N/A0.002%
10/14/2025 Mendota Financial Group LLC151,398$7.11M5.3%+12.8%0.046%
10/14/2025 Legacy Wealth Asset Management LLC14,990$704K0.2%+3.6%0.005%
10/14/2025 Capital Insight Partners LLC336,727$15.81M2.6%-1.1%0.103%
10/10/2025 Marion Wealth Management127,059$5.97M1.4%+1.8%0.039%
10/10/2025 Fifth Third Securities Inc.6,222$292K0.0%-10.3%0.002%
10/10/2025 Sound Income Strategies LLC1,658$78K0.0%+316.6%0.001%
10/10/2025 Kathleen S. Wright Associates Inc.22,539$1.06M0.4%+10.9%0.007%
10/10/2025 FC Advisory LLC80,633$3.79M1.1%+0.3%0.025%
10/10/2025 Flputnam Investment Management Co.5,048$237K0.0%-5.8%0.002%
10/9/2025 CGN Advisors LLC48,639$2.28M0.2%-3.8%0.015%
10/9/2025 Bartlett & CO. Wealth Management LLC590,937$27.75M0.4%-2.8%0.181%
10/9/2025 Surience Private Wealth LLC13,490$633K0.6%-79.8%0.004%
10/9/2025 AdvisorNet Financial Inc41,490$1.95M0.1%-12.9%0.013%
10/9/2025 Centurion Wealth Management LLC47,755$2.24M0.5%+0.8%0.015%
10/9/2025 Whitcomb & Hess Inc.364,454$17.12M4.4%+9.6%0.111%
10/9/2025 IVC Wealth Advisors LLC18,580$873K0.4%-28.4%0.006%
10/9/2025 Bay Harbor Wealth Management LLC146,034$6.86M1.9%+0.6%0.045%
10/9/2025 Voya Investment Management LLC65,079$3.06M0.0%+5.4%0.020%
10/9/2025 Dynamic Advisor Solutions LLC9,275$436K0.0%+39.3%0.003%
10/9/2025 Prosperity Planning Inc.25,736$1.21M0.3%+4.5%0.008%
10/9/2025 Websterrogers Financial Advisors LLC278,526$13.08M3.9%+7.1%0.085%
10/8/2025 Pinnacle Wealth Management Group Inc.176,446$8.29M4.2%+4.7%0.054%
10/8/2025 Retirement Wealth Solutions LLC53,631$2.52M1.7%+0.9%0.016%
10/8/2025 Ignite Planners LLC11,800$554K0.1%-2.6%0.004%
10/8/2025 Balefire LLC7,470$351K0.1%+25.4%0.002%
10/8/2025 Quantum Financial Advisors LLC373,096$17.52M2.1%+4.0%0.114%
10/8/2025 Accel Wealth Management21,692$1.02M0.3%-3.1%0.007%
10/7/2025 Acropolis Investment Management LLC1,732,187$80.27M4.0%+4.4%0.530%
10/7/2025 ST Germain D J Co. Inc.468,238$21.99M0.9%-0.7%0.143%
10/2/2025 Global Wealth Strategies & Associates1,099$52K0.0%-31.1%0.000%
10/1/2025 Hobart Private Capital LLC149,352$7.01M1.5%-1.5%0.048%
9/25/2025CacheTech Inc.59,829$2.77M0.5%N/A0.019%
9/25/2025Adams Wealth Management53,193$2.47M0.5%N/A0.017%
9/10/2025WT Wealth Management10,015$464K0.1%+5.4%0.003%
9/8/2025Alternative Investment Advisors LLC.56,925$2.64M1.3%+15.2%0.018%
9/4/2025Osaic Holdings Inc.965,523$44.75M0.1%+114.0%0.309%
8/29/2025Evolution Wealth Management Inc.732$34K0.0%N/A0.000%
8/27/2025Orion Porfolio Solutions LLC588,237$27.26M0.2%+1.1%0.188%
8/27/2025Seneca Financial Advisors LLC66,870$3.10M1.2%+122.6%0.021%
8/26/2025Thrivent Financial for Lutherans9,762$452K0.0%-93.9%0.003%
8/25/2025Hilltop Partners LLC94,408$4.38M1.3%+4.7%0.030%
8/22/2025TT Capital Management LLC26,363$1.21M0.4%N/A0.008%
8/20/2025Coppell Advisory Solutions LLC13,909$642K0.1%+30.7%0.004%
8/19/2025B. Riley Wealth Advisors Inc.41,921$1.94M0.1%N/A0.013%
8/19/2025Cape Investment Advisory Inc.2,329$108K0.0%+20.9%0.001%
8/19/2025Advisory Services Network LLC46,837$2.16M0.0%+113.1%0.015%
8/19/2025Asset Dedication LLC1,410$65K0.0%+149.6%0.000%
8/19/2025Hohimer Wealth Management LLC19,445$901K0.2%-3.4%0.006%
8/18/2025Geneos Wealth Management Inc.20,199$936K0.0%+3.1%0.006%
8/18/2025Kestra Investment Management LLC971,032$45.00M1.4%+14.3%0.311%
8/18/2025Castleark Management LLC1,705,540$79.04M2.4%+6.0%0.545%
8/16/2025Parr Mcknight Wealth Management Group LLC157,576$7.30M1.0%-1.1%0.050%
8/16/2025Evergreen Capital Management LLC65,638$3.04M0.1%-28.2%0.021%
8/15/2025Strategic Investment Advisors MI206,865$9.58M0.9%+8.1%0.066%
8/15/2025Semmax Financial Advisors Inc.2,515$116K0.0%-90.6%0.001%
8/15/2025Corient Private Wealth LLC15,110$700K0.0%+96.2%0.005%
8/15/2025Chapman Financial Group LLC12,129$562K0.5%N/A0.004%
8/15/2025FSB Premier Wealth Management Inc.29,847$1.38M0.5%-3.3%0.010%
8/15/2025Captrust Financial Advisors24,102$1.12M0.0%+4.2%0.008%
8/15/2025WFA of San Diego LLC57,706$2.67M2.0%N/A0.018%
8/15/2025Vident Advisory LLC113,708$5.27M0.1%+28.7%0.036%
8/15/2025Two Sigma Securities LLC11,974$555K0.1%+78.5%0.004%
8/15/2025Smartleaf Asset Management LLC205,692$9.50M0.8%+12.4%0.066%
8/15/2025Snowden Capital Advisors LLC6,756$313K0.0%-3.6%0.002%
8/15/2025Redwood Investment Management LLC7,737$359K0.0%+7.4%0.002%
8/15/2025Orion Porfolio Solutions LLC588,237$27.26M0.2%+1.1%0.188%
8/15/2025MML Investors Services LLC506,832$23.49M0.1%-4.2%0.162%
8/15/2025Great Valley Advisor Group Inc.13,549$628K0.0%-26.3%0.004%
8/15/2025EP Wealth Advisors LLC10,981$509K0.0%+214.4%0.004%
8/15/2025Engineers Gate Manager LP20,157$934K0.0%N/A0.006%
8/15/2025Bcwm LLC4,489$208K0.1%N/A0.001%
(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, 693 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), Bank of America Corp DE ($2.46B), JPMorgan Chase & Co. ($2.30B), Envestnet Asset Management Inc. ($976.91M), Bank of New York Mellon Corp ($467.22M), Assetmark Inc. ($399.19M), and Wells Fargo & Company MN ($319.97M).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 621 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. ($43.35M), Charles Schwab Investment Advisory Inc. ($11.08M), Mather Group LLC. ($6.72M), Raymond James Financial Inc. ($5.69M), Bank of America Corp DE ($4.82M), Morningstar Investment Services LLC ($3.99M), 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 100,545,200 shares in the last 24 months. This purchase volume represents approximately $4.60B in transactions.

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

Of the 300 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. ($137.93M), Advisory Alpha LLC ($2.03M), Wells Fargo & Company MN ($937.71K), AE Wealth Management LLC ($911.76K), 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 152,886,904 shares in the last 24 months. This volume of shares sold represents approximately $7.09B in transactions.


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This page (NASDAQ:VMBS) was last updated on 10/18/2025 by MarketBeat.com Staff
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