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Vanguard Mortgage-Backed Securities ETF (VMBS) Institutional Ownership

Vanguard Mortgage-Backed Securities ETF logo
$45.98 -0.12 (-0.25%)
Closing price 07/3/2025 01:04 PM Eastern
Extended Trading
$45.64 -0.34 (-0.73%)
As of 07/3/2025 04:07 PM Eastern
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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)
$4.29B
Number of
Institutional Sellers
(last 12 months)
283
Total
Institutional Outflows
(last 12 months)
$2.21B
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Skip Chart & View Institutional Buying and Selling Data

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
7/3/2025Whitcomb & Hess Inc.332,406$15.40M4.3%+2.0%0.079%
7/3/2025Garde 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%
6/4/2025First 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%
5/19/2025Jane Street Group LLC268,994$12.46M0.0%+55.5%0.064%
5/19/2025SageView Advisory Group LLC4,605$213K0.0%N/A0.001%
5/19/2025Advisory Alpha LLC57,603$2.66M0.1%-94.5%0.014%
5/16/2025Semmax Financial Advisors Inc.26,682$1.22M0.3%-5.0%0.008%
5/16/2025Ascent Group LLC36,542$1.69M0.1%-6.2%0.012%
5/16/2025Coppell Advisory Solutions LLC10,644$493K0.0%+45.1%0.003%
5/16/2025Arete Wealth Advisors LLC23,648$1.10M0.1%+40.4%0.008%
5/16/2025Bell Investment Advisors Inc913,358$42.30M7.8%+2.9%0.290%
5/16/2025Hamilton Capital LLC264,874$12.27M0.7%-14.3%0.084%
5/16/2025Goldman Sachs Group Inc.222,196$10.29M0.0%-71.0%0.071%
5/16/2025Kestra Investment Management LLC849,464$39.25M1.2%+9.5%0.270%
5/16/2025Cape Investment Advisory Inc.1,927$89K0.0%-21.0%0.001%
5/16/2025Jones Financial Companies Lllp682,872$33.74M0.0%+2,169.7%0.217%
5/16/2025Obsidian Personal Planning Solutions LLC180,847$8.38M3.7%-2.8%0.057%
5/16/2025Talon Private Wealth LLC11,255$521K0.1%+13.8%0.004%
5/16/2025NewEdge Advisors LLC302,552$14.01M0.1%-2.9%0.096%
5/16/2025Integrated Wealth Concepts LLC10,713$496K0.0%-8.7%0.003%
5/16/2025Hancock Whitney Corp53,791$2.49M0.1%-4.2%0.017%
5/16/2025Clifford Group LLC42,113$1.95M1.8%-0.6%0.013%
5/16/2025Copperleaf Capital LLC7,068$327K0.2%-15.5%0.002%
5/16/2025AQR Capital Management LLC7,375$342K0.0%N/A0.002%
5/16/2025Advisors Asset Management Inc.16,761$776K0.0%+10.1%0.005%
5/16/2025AlTi Global Inc.40,986$1.90M0.0%-25.9%0.013%
5/16/20251607 Capital Partners LLC508,455$23.55M1.9%+22.5%0.162%
5/15/2025EP Wealth Advisors LLC3,493$162K0.0%N/A0.001%
5/15/2025Ashton Thomas Securities LLC18,205$843K0.2%-5.5%0.006%
5/15/2025Focus Partners Advisor Solutions LLC59,044$2.73M0.0%+188.5%0.019%
5/15/2025First Financial Bankshares Inc890,813$41.25M0.9%+3.5%0.283%
5/15/2025Royal Bank of Canada1,546,152$71.60M0.0%+6.5%0.492%
5/15/2025Betterment LLC282,478$13.08M0.0%+3.6%0.090%
5/15/2025MAI Capital Management17,026$788K0.0%-1.3%0.005%
5/15/2025Connecticut Wealth Management LLC434,975$20.14M1.1%N/A0.138%
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5/15/2025Vident Advisory LLC88,366$4.09M0.1%+11.6%0.028%
5/15/2025Evergreen Capital Management LLC91,402$4.23M0.1%-82.7%0.029%
5/15/2025GKV Capital Management Co. Inc.81,573$3.78M1.2%N/A0.026%
5/15/2025Tortoise Investment Management LLC23,787$1.10M0.1%-6.6%0.008%
5/14/2025CreativeOne Wealth LLC343,783$15.92M0.5%+3.3%0.109%
5/14/2025Redwood Investment Management LLC7,206$334K0.0%-10.1%0.002%
5/14/2025Potomac Fund Management Inc. ADV11,656$530K0.5%-4.6%0.004%
5/14/2025Jane Street Group LLC501,294$23.22M0.0%+189.8%0.159%
5/14/2025FWG Investments LLC.38,643$1.79M2.1%-6.0%0.012%
5/14/2025Comerica Bank46,124$2.14M0.0%+4.8%0.015%
5/14/2025Freedom Investment Management Inc.152,396$7.06M0.6%+5.8%0.048%
5/14/2025Ally Invest Advisors Inc.1,206,860$55.89M4.8%+2.0%0.384%
5/14/2025Smartleaf Asset Management LLC182,966$8.47M0.8%+36.6%0.058%
5/14/2025Northwestern Mutual Wealth Management Co.43,391$2.01M0.0%+15.6%0.014%
5/14/2025Kestra Advisory Services LLC214,167$9.92M0.0%+1.8%0.068%
5/14/2025MAS Advisors LLC95,435$4.42M6.8%+31.9%0.030%
5/14/2025OFC Financial Planning LLC4,353$202K0.2%N/A0.001%
5/14/2025Compound Planning Inc.7,086$328K0.0%+24.4%0.002%
5/14/20251832 Asset Management L.P.740,695$34.30M0.0%-1.9%0.235%
5/14/2025Ameriprise Financial Inc.5,292,892$245.15M0.1%+3.5%1.683%
5/14/2025Bragg Financial Advisors Inc73,669$3.41M0.1%+0.8%0.023%
5/14/2025CW Advisors LLC106,456$4.93M0.1%-12.9%0.034%
5/14/2025United Asset Strategies Inc.339,582$15.73M1.5%+2.6%0.108%
5/14/2025TFB Advisors LLC23,286$1.08M0.3%-3.9%0.007%
5/14/2025Capital Analysts LLC22,719$1.05M0.0%+2.6%0.007%
5/14/2025Crabel Capital Management LLC19,799$917K1.0%N/A0.006%
5/14/2025Hsbc Holdings PLC135,066$6.26M0.0%+27.3%0.043%
5/14/2025RWA Wealth Partners LLC30,001$1.39M0.0%-28.6%0.010%
5/13/2025TriaGen Wealth Management LLC49,977$2.31M0.8%+13.9%0.012%
5/13/2025Elequin Capital LP2,604$121K0.0%+14.2%0.001%
5/13/2025Keystone Global Partners LLC140,659$6.51M4.6%N/A0.034%
5/13/2025Seek First Inc.54,092$2.51M2.2%N/A0.013%
5/13/2025Raymond James Financial Inc.5,517,380$255.51M0.1%+25.1%1.319%
5/13/2025EverSource Wealth Advisors LLC222,233$10.29M0.6%-6.1%0.053%
5/13/2025Trivium Point Advisory LLC7,355$341K0.0%+6.5%0.002%
5/13/2025Kovitz Investment Group Partners LLC2,260,858$104.70M0.5%+6.9%0.540%
5/13/2025OneAscent Investment Solutions LLC101,351$4.69M5.6%N/A0.024%
5/13/2025Vestmark Advisory Solutions Inc.25,475$1.18M0.0%N/A0.006%
5/13/2025GKV Capital Management Co. Inc.81,573$3.78M3.1%N/A0.019%
5/13/2025HighTower Advisors LLC940,628$43.56M0.1%+12.3%0.225%
5/12/2025Financial Engines Advisors L.L.C.1,594,414$73.84M0.2%-21.0%0.381%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors108,370$5.02M0.4%+1.9%0.026%
5/12/2025Maia Wealth LLC7,610$348K0.1%+15.7%0.002%
5/12/2025Independent Advisor Alliance16,226$751K0.0%-52.9%0.004%
5/12/2025Staley Capital Advisers Inc.323,700$14.99M0.7%-1.2%0.077%
5/12/2025Cobblestone Capital Advisors LLC NY33,431$1.55M0.1%-10.5%0.008%
5/12/2025Cooper Financial Group8,425$390K0.1%+13.7%0.002%
5/12/2025True North Advisors LLC35,250$1.63M0.3%+29.2%0.008%
5/12/2025JPMorgan Chase & Co.48,706,894$2.26B0.2%+4.7%11.640%
5/12/2025Townsquare Capital LLC39,169$1.81M0.0%-12.3%0.009%
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5/12/2025Savvy Advisors Inc.145,863$6.76M0.7%+3.8%0.035%
5/12/2025Hirtle Callaghan & Co LLC64,229$2.97M0.1%N/A0.015%
5/12/2025Mitsubishi UFJ Asset Management Co. Ltd.818,800$37.94M0.0%+1.5%0.196%
5/9/2025Evolution Advisers Inc.198,088$9.12M4.5%+18.3%0.047%
5/9/2025Headlands Technologies LLC2,203$102K0.0%+5,697.4%0.001%
5/9/2025Deutsche Bank AG870,000$40.29M0.0%+11.5%0.208%
5/9/20251834 Investment Advisors Co.249,113$11.54M1.5%+19.7%0.060%
5/9/2025Altfest L J & Co. Inc.15,221$705K0.1%-3.7%0.004%
5/9/2025Charles Schwab Investment Management Inc.110,368,157$5.11B1.0%-4.3%26.377%
5/9/2025Citizens Financial Group Inc. RI47,484$2.20M0.0%-24.3%0.011%
(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, 683 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), Raymond James Financial Inc. ($5.52M), Morningstar Investment Services LLC ($4.42M), Bank of America Corp DE ($4.18M), Envestnet Portfolio Solutions Inc. ($3.89M), and Wealthfront Advisers LLC ($3.10M).

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

Institutional investors have bought a total of 93,829,587 shares in the last 24 months. This purchase volume represents approximately $4.29B in transactions.

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

Of the 283 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 47,490,492 shares in the last 24 months. This volume of shares sold represents approximately $2.21B in transactions.


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This page (NASDAQ:VMBS) was last updated on 7/4/2025 by MarketBeat.com Staff
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