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Vanguard Mortgage-Backed Securities ETF (VMBS) Institutional Ownership

Vanguard Mortgage-Backed Securities ETF logo
$46.61 0.00 (0.00%)
As of 07/2/2026 04:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
528
Total
Institutional Inflows
(last 12 months)
$2.63B
Number of
Institutional Sellers
(last 12 months)
292
Total
Institutional Outflows
(last 12 months)
$6.81B
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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
7/2/2026 MassMutual Private Wealth & Trust FSB203,493$9.53M0.2%-0.5%0.062%
7/2/2026 Versant Capital Management Inc7,612$356K0.0%-36.2%0.002%
6/24/2026Redwood Investment Management LLC5,495$258K0.0%-8.2%0.002%
6/18/2026Western Wealth Management LLC37,161$1.75M0.1%+457.5%0.012%
6/9/2026Robinswood Financial LLC333,647$15.67M19.7%N/A0.105%
6/3/2026NewEdge Advisors LLC328,103$15.40M0.1%-2.8%0.103%
5/27/2026Security Financial Services INC.40,671$1.91M0.3%+4.4%0.013%
5/22/2026WNY Asset Management LLC12,622$593K0.1%N/A0.004%
5/22/2026Verus Capital Partners LLC6,058$284K0.0%-35.3%0.002%
5/20/2026Arete Wealth Advisors LLC17,494$822K0.0%-8.5%0.005%
5/19/2026Western Wealth Management LLC37,161$1.75M0.1%+457.5%0.012%
5/19/2026Bank of America Corp DE56,308,060$2.64B0.2%-5.8%17.657%
5/19/2026Centaurus Financial Inc.3,875$182K0.0%N/A0.001%
5/19/2026Strategic Investment Advisors MI401,252$18.83M1.3%+72.2%0.126%
5/19/2026Ashton Thomas Securities LLC16,451$772K0.1%+2.6%0.005%
5/19/2026Arkadios Wealth Advisors5,136$241K0.0%-30.4%0.002%
5/19/2026Arete Wealth Advisors LLC17,494$822K0.1%-8.5%0.005%
5/18/2026EverSource Wealth Advisors LLC384,290$18.04M0.5%+92.1%0.121%
5/18/2026Talon Private Wealth LLC12,717$597K0.1%N/A0.004%
5/18/2026Royal Bank of Canada1,824,039$85.64M0.0%+7.6%0.572%
5/16/2026The Manufacturers Life Insurance Company 48,000$2.25M0.0%+3.9%0.015%
5/16/2026Quantinno Capital Management LP8,575$403K0.0%N/A0.003%
5/16/2026Lazard Asset Management LLC36,794$1.73M0.0%-4.4%0.012%
5/16/2026Castleark Management LLC1,487,800$69.85M2.3%-12.8%0.467%
5/15/2026Intelligence Driven Advisers LLC473,927$22.25M3.9%-5.1%0.149%
5/15/2026Gateway Wealth Partners LLC64,763$3.04M0.1%N/A0.020%
5/15/2026Waverly Advisors LLC58,918$2.77M0.0%+70.6%0.018%
5/14/2026Compound Planning Inc.13,876$651K0.0%+46.6%0.004%
5/14/2026Modern Wealth Management LLC270,402$12.66M0.2%+1.5%0.085%
5/14/2026Liberty One Investment Management LLC51,679$2.43M0.3%+45.0%0.016%
5/14/2026Sei Investments Co.92,823$4.36M0.0%+2.0%0.029%
5/14/2026Lido Advisors LLC359,916$16.90M0.1%+2.0%0.113%
5/13/2026Cetera Investment Advisers1,264,087$59.35M0.1%+2.0%0.396%
5/13/2026Dynamic Wealth Strategies LLC209,435$9.83M5.7%+8.7%0.066%
5/13/2026Petra Financial Advisors Inc.40,577$1.91M1.2%+0.9%0.013%
5/13/2026Alesco Advisors LLC An ESL Co1,596,557$74.96M1.9%+4.5%0.501%
5/12/2026CacheTech Inc.51,110$2.40M0.5%-10.2%0.016%
5/8/2026PNC Financial Services Group Inc.157,089$7.38M0.0%+15.3%0.049%
5/7/2026AlTi Global Inc.34,315$1.61M0.0%-15.6%0.011%
5/7/2026Balefire LLC9,281$436K0.1%+15.6%0.003%
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5/7/2026Parallel Advisors LLC2,040$96K0.0%+30.9%0.001%
5/7/2026True North Advisors LLC11,584$544K0.1%-54.0%0.004%
5/7/2026Vision Retirement LLC524$25K0.0%+1,915.4%0.000%
5/7/2026World Equity Group Inc.7,743$345K0.1%+4.5%0.002%
5/7/2026Windward Private Wealth Management Inc.343,129$16.11M5.6%+3.7%0.108%
5/7/2026Finhabits Advisors LLC109,741$5.15M4.8%+0.3%0.034%
5/6/2026Bartlett & CO. Wealth Management LLC662,218$30.85M0.4%+4.7%0.208%
5/6/2026Centennial Bank AR 134,334$6.31M2.3%+646.6%0.042%
5/6/2026Simon Quick Advisors LLC179,737$8.44M0.4%+4.6%0.056%
5/6/2026FSA Advisors Inc.5,051$237K0.2%-64.1%0.002%
5/6/2026Cornerstone Planning Group LLC8,931$417K0.1%+13.8%0.003%
5/6/2026Assetmark Inc.8,853,123$415.65M0.8%+0.7%2.776%
5/6/2026Gould Asset Management LLC CA82,818$3.89M0.7%+24.2%0.026%
5/6/2026Main Street Group LTD848$40K0.0%N/A0.000%
5/6/2026AXS Investments LLC51,370$2.41M1.0%+54.2%0.016%
5/6/2026Goodman Financial Corp671,816$31.54M5.4%+34.0%0.211%
5/6/2026Allspring Global Investments Holdings LLC206,517$9.69M0.0%+10.6%0.065%
5/6/2026Sofi Wealth LLC832,475$39.09M1.9%+20.1%0.261%
5/6/2026Independent Financial Group LLC11,092$521K0.0%N/A0.003%
5/5/2026Evergreen Advisors LLC692,834$32.53M7.6%+4.1%0.217%
5/5/2026Vectors Research Management LLC323,859$15.21M4.4%-0.2%0.102%
5/5/2026Wealthfront Advisers LLC4,724$222K0.0%-17.1%0.001%
5/5/2026Bank of New York Mellon Corp10,418,562$489.15M0.1%-0.6%3.267%
5/5/2026Schwallier Wealth Management LLC26,171$1.23M0.9%N/A0.008%
5/5/2026Geneos Wealth Management Inc.25,586$1.20M0.0%-1.4%0.008%
5/5/2026Sanctuary Advisors LLC187,266$8.79M0.0%+6.4%0.059%
5/5/2026Sigma Planning Corp19,553$918K0.0%+42.4%0.006%
5/5/2026Checchi Capital Advisers LLC81,095$3.81M0.2%-4.7%0.025%
5/4/2026Retirement Planning Group LLC5,173$243K0.0%N/A0.002%
5/4/2026Lutz Financial Services LLC41,719$1.96M0.1%-1.7%0.013%
5/4/2026Archer Investment Corp2,741$129K0.0%-38.5%0.001%
5/4/2026Parr Mcknight Wealth Management Group LLC153,389$7.20M0.9%+1.5%0.048%
5/4/2026Brindle & Bay Financial Advisors LLC47,510$2.23M1.4%+4.3%0.015%
5/4/2026Lifeworks Advisors LLC6,978$328K0.0%-5.4%0.002%
5/4/2026Lincoln National Corp3,791,318$178.00M5.2%+1.1%1.189%
5/2/2026International Assets Investment Management LLC3,633$170K0.0%+7.5%0.001%
5/2/2026Diversify Wealth Management LLC885,936$41.47M0.8%+382.7%0.278%
5/2/2026Valmark Advisers Inc.1,591,330$74.71M0.9%+2.5%0.499%
5/2/2026Carnegie Investment Counsel10,997$516K0.0%-4.7%0.003%
5/1/2026Citizens Financial Group Inc. RI31,991$1.50M0.0%-21.3%0.010%
5/1/2026Midwest Trust Co4,351$204K0.0%N/A0.001%
5/1/2026Fifth Third Bancorp65,922$3.10M0.0%+3,637.1%0.021%
5/1/2026Simplicity Wealth LLC111,234$5.22M0.3%+4.2%0.035%
5/1/2026Sequoia Financial Advisors LLC69,536$3.27M0.0%-5.7%0.022%
5/1/2026Manning & Napier Advisors LLC708,755$33.28M0.5%-3.9%0.222%
4/30/2026Hsbc Holdings PLC125,028$5.87M0.0%+40.2%0.039%
4/30/2026Elevated Capital Advisors LLC67,791$3.18M0.8%+1.2%0.021%
4/30/2026Graetz Wealth LLC51,816$2.43M2.2%-3.2%0.016%
4/30/2026Kestra Advisory Services LLC257,027$12.07M0.0%+5.9%0.081%
4/30/2026Money Concepts Capital Corp25,055$1.18M0.1%+8.9%0.008%
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4/30/2026First Interstate Bank1,379,528$64.77M3.6%+3.3%0.433%
4/30/2026Seelaus Asset Management LLC15,905$747K0.5%+2.9%0.005%
4/30/2026Greenwood Capital Associates LLC155,487$7.30M0.8%+4.4%0.049%
4/30/2026Staley Capital Advisers Inc.331,425$15.56M0.7%+5.8%0.104%
4/29/2026Axxcess Wealth Management LLC24,968$1.17M0.0%-25.7%0.008%
4/29/2026Brighton Securities CORP.29,538$1.39M0.7%+97.6%0.009%
4/29/2026 KERR FINANCIAL PLANNING Corp3,872$182K0.2%-58.1%0.001%
4/29/2026United Asset Strategies Inc.418,804$19.66M1.6%+0.9%0.131%
4/29/2026Shayne & Jacobs LLC7,644$359K0.1%-8.9%0.002%
4/29/2026Sage Rhino Capital LLC87,651$4.12M0.8%+1.3%0.027%


VMBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 764 institutional investors and hedge funds held shares of Vanguard Mortgage-Backed Securities ETF. The most heavily invested institutionals were Bank of America Corp DE ($2.64B), JPMorgan Chase & Co. ($1.16B), Envestnet Asset Management Inc. ($1.04B), Bank of New York Mellon Corp ($489.15M), Wells Fargo & Company MN ($424.06M), Assetmark Inc. ($415.65M), and Stifel Financial Corp ($390.69M).Learn more on Vanguard Mortgage-Backed Securities ETF's institutional investors.

Of the 706 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. ($44.12M), Bank of America Corp DE ($11.44M), Mather Group LLC. ($7.11M), Raymond James Financial Inc. ($6.10M), Wealthfront Advisers LLC ($3.10M), Envestnet Asset Management Inc. ($3.02M), and Morningstar Investment Management LLC ($2.60M).

Institutional investors have bought a total of 56,082,797 shares in the last 24 months. This purchase volume represents approximately $2.63B in transactions.

Of the 292 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. ($107.13M), JPMorgan Chase & Co. ($26.34M), Bank of America Corp DE ($3.46M), Acropolis Investment Management LLC ($995.78K), AE Wealth Management LLC ($855.28K), Ameriprise Financial Inc. ($800.38K), and Kestra Investment Management LLC ($411.54K).

Institutional investors have sold a total of 146,343,766 shares in the last 24 months. This volume of shares sold represents approximately $6.81B in transactions.


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This page (NASDAQ:VMBS) was last updated on 7/5/2026 by MarketBeat.com Staff.
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