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Vanguard Mortgage-Backed Securities ETF (VMBS) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
490
Total
Institutional Inflows
(last 12 months)
$4.70B
Number of
Institutional Sellers
(last 12 months)
306
Total
Institutional Outflows
(last 12 months)
$7.24B
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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
9/25/2025CacheTech Inc.59,829$2.77M0.5%N/A0.019%
9/25/2025Adams Wealth Management53,193$2.47M0.5%N/A0.017%
9/10/2025 WT Wealth Management10,015$464K0.1%+5.4%0.003%
9/8/2025 Alternative Investment Advisors LLC.56,925$2.64M1.3%+15.2%0.018%
9/4/2025 Osaic Holdings Inc.965,523$44.75M0.1%+114.0%0.309%
8/29/2025 Evolution Wealth Management Inc.732$34K0.0%N/A0.000%
8/27/2025 Orion Porfolio Solutions LLC588,237$27.26M0.2%+1.1%0.188%
8/27/2025 Seneca Financial Advisors LLC66,870$3.10M1.2%+122.6%0.021%
8/26/2025 Thrivent Financial for Lutherans9,762$452K0.0%-93.9%0.003%
8/25/2025 Hilltop Partners LLC94,408$4.38M1.3%+4.7%0.030%
8/22/2025 TT Capital Management LLC26,363$1.21M0.4%N/A0.008%
8/20/2025 Coppell Advisory Solutions LLC13,909$642K0.1%+30.7%0.004%
8/19/2025 B. Riley Wealth Advisors Inc.41,921$1.94M0.1%N/A0.013%
8/19/2025 Cape Investment Advisory Inc.2,329$108K0.0%+20.9%0.001%
8/19/2025 Advisory Services Network LLC46,837$2.16M0.0%+113.1%0.015%
8/19/2025 Asset Dedication LLC1,410$65K0.0%+149.6%0.000%
8/19/2025 Hohimer Wealth Management LLC19,445$901K0.2%-3.4%0.006%
8/18/2025 Geneos Wealth Management Inc.20,199$936K0.0%+3.1%0.006%
8/18/2025 Kestra Investment Management LLC971,032$45.00M1.4%+14.3%0.311%
8/18/2025 Castleark Management LLC1,705,540$79.04M2.4%+6.0%0.545%
8/16/2025 Parr Mcknight Wealth Management Group LLC157,576$7.30M1.0%-1.1%0.050%
8/16/2025 Evergreen Capital Management LLC65,638$3.04M0.1%-28.2%0.021%
8/15/2025 Strategic Investment Advisors MI206,865$9.58M0.9%+8.1%0.066%
8/15/2025 Semmax Financial Advisors Inc.2,515$116K0.0%-90.6%0.001%
8/15/2025 Corient Private Wealth LLC15,110$700K0.0%+96.2%0.005%
8/15/2025 Chapman Financial Group LLC12,129$562K0.5%N/A0.004%
8/15/2025 FSB Premier Wealth Management Inc.29,847$1.38M0.5%-3.3%0.010%
8/15/2025 Captrust Financial Advisors24,102$1.12M0.0%+4.2%0.008%
8/15/2025 WFA of San Diego LLC57,706$2.67M2.0%N/A0.018%
8/15/2025 Vident Advisory LLC113,708$5.27M0.1%+28.7%0.036%
8/15/2025 Two Sigma Securities LLC11,974$555K0.1%+78.5%0.004%
8/15/2025 Smartleaf Asset Management LLC205,692$9.50M0.8%+12.4%0.066%
8/15/2025 Snowden Capital Advisors LLC6,756$313K0.0%-3.6%0.002%
8/15/2025 Redwood Investment Management LLC7,737$359K0.0%+7.4%0.002%
8/15/2025 Orion Porfolio Solutions LLC588,237$27.26M0.2%+1.1%0.188%
8/15/2025 MML Investors Services LLC506,832$23.49M0.1%-4.2%0.162%
8/15/2025 Great Valley Advisor Group Inc.13,549$628K0.0%-26.3%0.004%
8/15/2025 EP Wealth Advisors LLC10,981$509K0.0%+214.4%0.004%
8/15/2025 Engineers Gate Manager LP20,157$934K0.0%N/A0.006%
8/15/2025 Bcwm LLC4,489$208K0.1%N/A0.001%
8/15/2025 Benjamin Edwards Inc.5,932$275K0.0%N/A0.002%
8/15/2025 Bank of America Corp DE53,150,304$2.46B0.2%+1.2%16.997%
8/15/2025 Acas LLC6,116$284K0.2%-7.5%0.002%
8/15/2025 Ameriprise Financial Inc.4,964,664$230.05M0.1%-6.2%1.588%
8/14/2025 Connecticut Wealth Management LLC423,898$19.64M0.9%-2.5%0.136%
8/14/2025 Jane Street Group LLC167,192$7.75M0.0%-37.8%0.053%
8/14/2025 Raymond James Financial Inc.5,688,769$263.62M0.1%+3.1%1.819%
8/14/2025 Betterment LLC290,988$13.48M0.0%+3.0%0.093%
8/14/2025 Diversify Wealth Management LLC107,728$4.98M0.3%+12.2%0.034%
8/14/2025 Diversify Advisory Services LLC237,685$10.99M0.4%+44.3%0.076%
8/14/2025 Alliancebernstein L.P.332,534$15.41M0.0%+14.2%0.106%
8/14/2025 Hamilton Capital LLC466,361$21.61M1.2%+76.1%0.149%
8/14/2025 HUB Investment Partners LLC6,986$324K0.0%+5.0%0.002%
8/14/2025 Sei Investments Co.71,200$3.30M0.0%+3.3%0.023%
8/14/2025 NewEdge Advisors LLC314,987$14.60M0.1%+4.1%0.101%
8/14/2025 Stonehaven Wealth & Tax Solutions LLC18,263$846K0.8%+5.5%0.006%
8/14/2025 Planwiser Financial LLC66,933$3.08M2.6%-47.7%0.021%
8/14/2025 Sentinus LLC25,486$1.18M0.3%-7.4%0.008%
8/14/2025 Acorn Wealth Advisors LLC8,312$385K0.1%N/A0.003%
8/14/2025 Obsidian Personal Planning Solutions LLC187,223$8.68M3.5%+3.5%0.060%
8/14/2025 Ally Invest Advisors Inc.1,233,509$57.16M4.5%+2.2%0.394%
8/14/2025 Baker Avenue Asset Management LP59,569$2.76M0.1%-1.1%0.019%
8/14/2025 Cerity Partners LLC83,499$3.87M0.0%-1.1%0.027%
8/14/2025 Federated Hermes Inc.237,120$10.99M0.0%+73.7%0.076%
8/13/2025 Cresset Asset Management LLC295,267$13.68M0.1%N/A0.094%
8/13/2025 Brown Advisory Inc.6,411$297K0.0%+26.0%0.002%
8/13/2025 Baird Financial Group Inc.4,533$210K0.0%N/A0.001%
8/13/2025 Dynamic Wealth Strategies LLC98,710$4.57M3.3%+21.0%0.032%
8/13/2025 Guggenheim Capital LLC62,371$2.89M0.0%-4.2%0.020%
8/13/2025 EverSource Wealth Advisors LLC219,277$10.16M0.5%-1.3%0.070%
8/13/2025 1832 Asset Management L.P.774,072$35.87M0.0%+4.5%0.248%
8/13/2025 CW Advisors LLC108,132$5.01M0.0%+1.6%0.035%
8/13/2025 Forthright Family Wealth Advisory LLC110,988$5.14M3.3%-4.2%0.035%
8/13/2025 Fisher Asset Management LLC92,482$4.29M0.0%-10.5%0.030%
8/13/2025 Edgestream Partners L.P.9,281$430K0.0%N/A0.003%
8/13/2025 VestGen Advisors LLC49,884$2.31M0.1%-7.7%0.016%
8/13/2025 Lido Advisors LLC6,719$311K0.0%N/A0.002%
8/13/2025 F m Investments LLC133,567$6.19M0.2%N/A0.043%
8/13/2025 Hsbc Holdings PLC127,894$5.93M0.0%-5.3%0.041%
8/13/2025 Level Four Advisory Services LLC15,221$705K0.0%+6.3%0.005%
8/13/2025 Northwestern Mutual Wealth Management Co.33,390$1.55M0.0%-23.0%0.011%
8/13/2025 Crabel Capital Management LLC31,465$1.46M0.9%+58.9%0.010%
8/13/2025 Choreo LLC11,187$518K0.0%+16.3%0.004%
8/13/2025 Maia Wealth LLC9,083$421K0.1%+19.4%0.003%
8/12/2025 J.W. Cole Advisors Inc.86,315$4M0.1%+96.3%0.028%
8/12/2025 Advisors Asset Management Inc.17,665$819K0.0%+5.4%0.006%
8/12/2025 Financial Advocates Investment Management16,006$742K0.1%-3.3%0.005%
8/12/2025 Steward Partners Investment Advisory LLC25,752$1.19M0.0%+178.0%0.008%
8/12/2025 Jaffetilchin Investment Partners LLC406,673$18.85M1.2%+0.4%0.130%
8/12/2025 CreativeOne Wealth LLC355,342$16.47M0.4%+3.4%0.114%
8/12/2025 Maripau Wealth Management LLC13,400$621K0.3%-4.0%0.004%
8/12/2025 Global Retirement Partners LLC22,438$1.04M0.0%N/A0.007%
8/12/2025 Charles Schwab Investment Management Inc.3,295,801$152.73M0.0%-97.0%1.054%
8/12/2025 AlphaCore Capital LLC884$41K0.0%+71.7%0.000%
8/12/2025 Franklin Resources Inc.9,273$430K0.0%+7.8%0.003%
8/12/2025 MAI Capital Management16,573$768K0.0%-2.7%0.005%
8/12/2025 JPMorgan Chase & Co.49,670,899$2.30B0.2%+2.0%15.884%
8/12/2025 Power Wealth Management LLC618,635$28.67M11.0%+1.4%0.198%
8/12/2025 Absolute Capital Management LLC12,934$599K0.3%+4.7%0.004%
8/12/2025 EFG Asset Management Americas Corp.121,528$5.63M1.0%+46.4%0.039%
(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, 700 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 627 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 102,561,351 shares in the last 24 months. This purchase volume represents approximately $4.70B in transactions.

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

Of the 306 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), Mather Group LLC. ($3.23M), Advisory Alpha LLC ($2.03M), Wells Fargo & Company MN ($937.71K), AE Wealth Management LLC ($911.76K), Allspring Global Investments Holdings LLC ($650K), and Goldman Sachs Group Inc. ($544.93K).

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

Institutional investors have sold a total of 156,002,160 shares in the last 24 months. This volume of shares sold represents approximately $7.24B in transactions.



This page (NASDAQ:VMBS) was last updated on 9/26/2025 by MarketBeat.com Staff
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