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Vanguard Mortgage-Backed Securities ETF (VMBS) Institutional Ownership

Vanguard Mortgage-Backed Securities ETF logo
$46.57 0.00 (0.00%)
As of 05/22/2026 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)
529
Total
Institutional Inflows
(last 12 months)
$2.61B
Number of
Institutional Sellers
(last 12 months)
290
Total
Institutional Outflows
(last 12 months)
$6.81B
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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
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%
5/20/2026 Arete Wealth Advisors LLC17,494$822K0.0%-8.5%0.005%
5/19/2026 Western Wealth Management LLC37,161$1.75M0.1%+457.5%0.012%
5/19/2026 Bank of America Corp DE56,308,060$2.64B0.2%-5.8%17.657%
5/19/2026 Centaurus Financial Inc.3,875$182K0.0%N/A0.001%
5/19/2026 Strategic Investment Advisors MI401,252$18.83M1.3%+72.2%0.126%
5/19/2026 Ashton Thomas Securities LLC16,451$772K0.1%+2.6%0.005%
5/19/2026 Arkadios Wealth Advisors5,136$241K0.0%-30.4%0.002%
5/19/2026 Arete Wealth Advisors LLC17,494$822K0.1%-8.5%0.005%
5/18/2026 EverSource Wealth Advisors LLC384,290$18.04M0.5%+92.1%0.121%
5/18/2026 Talon Private Wealth LLC12,717$597K0.1%N/A0.004%
5/18/2026 Royal Bank of Canada1,824,039$85.64M0.0%+7.6%0.572%
5/16/2026 The Manufacturers Life Insurance Company 48,000$2.25M0.0%+3.9%0.015%
5/16/2026 Quantinno Capital Management LP8,575$403K0.0%N/A0.003%
5/16/2026 Lazard Asset Management LLC36,794$1.73M0.0%-4.4%0.012%
5/16/2026 Castleark Management LLC1,487,800$69.85M2.3%-12.8%0.467%
5/15/2026 Intelligence Driven Advisers LLC473,927$22.25M3.9%-5.1%0.149%
5/15/2026 Gateway Wealth Partners LLC64,763$3.04M0.1%N/A0.020%
5/15/2026 Waverly Advisors LLC58,918$2.77M0.0%+70.6%0.018%
5/14/2026 Compound Planning Inc.13,876$651K0.0%+46.6%0.004%
5/14/2026 Modern Wealth Management LLC270,402$12.66M0.2%+1.5%0.085%
5/14/2026 Liberty One Investment Management LLC51,679$2.43M0.3%+45.0%0.016%
5/14/2026 Sei Investments Co.92,823$4.36M0.0%+2.0%0.029%
5/14/2026 Lido Advisors LLC359,916$16.90M0.1%+2.0%0.113%
5/13/2026 Cetera Investment Advisers1,264,087$59.35M0.1%+2.0%0.396%
5/13/2026 Dynamic Wealth Strategies LLC209,435$9.83M5.7%+8.7%0.066%
5/13/2026 Petra Financial Advisors Inc.40,577$1.91M1.2%+0.9%0.013%
5/13/2026 Alesco Advisors LLC An ESL Co1,596,557$74.96M1.9%+4.5%0.501%
5/12/2026 CacheTech Inc.51,110$2.40M0.5%-10.2%0.016%
5/8/2026 PNC Financial Services Group Inc.157,089$7.38M0.0%+15.3%0.049%
5/7/2026 AlTi Global Inc.34,315$1.61M0.0%-15.6%0.011%
5/7/2026 Balefire LLC9,281$436K0.1%+15.6%0.003%
5/7/2026 Parallel Advisors LLC2,040$96K0.0%+30.9%0.001%
5/7/2026 True North Advisors LLC11,584$544K0.1%-54.0%0.004%
5/7/2026 Vision Retirement LLC524$25K0.0%+1,915.4%0.000%
5/7/2026 World Equity Group Inc.7,743$345K0.1%+4.5%0.002%
5/7/2026 Windward Private Wealth Management Inc.343,129$16.11M5.6%+3.7%0.108%
5/7/2026 Finhabits Advisors LLC109,741$5.15M4.8%+0.3%0.034%
5/6/2026 Bartlett & CO. Wealth Management LLC662,218$30.85M0.4%+4.7%0.208%
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5/6/2026 Centennial Bank AR 134,334$6.31M2.3%+646.6%0.042%
5/6/2026 Simon Quick Advisors LLC179,737$8.44M0.4%+4.6%0.056%
5/6/2026 FSA Advisors Inc.5,051$237K0.2%-64.1%0.002%
5/6/2026 Cornerstone Planning Group LLC8,931$417K0.1%+13.8%0.003%
5/6/2026 Assetmark Inc.8,853,123$415.65M0.8%+0.7%2.776%
5/6/2026 Gould Asset Management LLC CA82,818$3.89M0.7%+24.2%0.026%
5/6/2026 Main Street Group LTD848$40K0.0%N/A0.000%
5/6/2026 AXS Investments LLC51,370$2.41M1.0%+54.2%0.016%
5/6/2026 Goodman Financial Corp671,816$31.54M5.4%+34.0%0.211%
5/6/2026 Allspring Global Investments Holdings LLC206,517$9.69M0.0%+10.6%0.065%
5/6/2026 Sofi Wealth LLC832,475$39.09M1.9%+20.1%0.261%
5/6/2026 Independent Financial Group LLC11,092$521K0.0%N/A0.003%
5/5/2026 Evergreen Advisors LLC692,834$32.53M7.6%+4.1%0.217%
5/5/2026 Vectors Research Management LLC323,859$15.21M4.4%-0.2%0.102%
5/5/2026 Wealthfront Advisers LLC4,724$222K0.0%-17.1%0.001%
5/5/2026 Bank of New York Mellon Corp10,418,562$489.15M0.1%-0.6%3.267%
5/5/2026 Schwallier Wealth Management LLC26,171$1.23M0.9%N/A0.008%
5/5/2026 Geneos Wealth Management Inc.25,586$1.20M0.0%-1.4%0.008%
5/5/2026 Sanctuary Advisors LLC187,266$8.79M0.0%+6.4%0.059%
5/5/2026 Sigma Planning Corp19,553$918K0.0%+42.4%0.006%
5/5/2026 Checchi Capital Advisers LLC81,095$3.81M0.2%-4.7%0.025%
5/4/2026 Retirement Planning Group LLC5,173$243K0.0%N/A0.002%
5/4/2026 Lutz Financial Services LLC41,719$1.96M0.1%-1.7%0.013%
5/4/2026 Archer Investment Corp2,741$129K0.0%-38.5%0.001%
5/4/2026 Parr Mcknight Wealth Management Group LLC153,389$7.20M0.9%+1.5%0.048%
5/4/2026 Brindle & Bay Financial Advisors LLC47,510$2.23M1.4%+4.3%0.015%
5/4/2026 Lifeworks Advisors LLC6,978$328K0.0%-5.4%0.002%
5/4/2026 Lincoln National Corp3,791,318$178.00M5.2%+1.1%1.189%
5/2/2026 International Assets Investment Management LLC3,633$170K0.0%+7.5%0.001%
5/2/2026 Diversify Wealth Management LLC885,936$41.47M0.8%+382.7%0.278%
5/2/2026 Valmark Advisers Inc.1,591,330$74.71M0.9%+2.5%0.499%
5/2/2026 Carnegie Investment Counsel10,997$516K0.0%-4.7%0.003%
5/1/2026 Citizens Financial Group Inc. RI31,991$1.50M0.0%-21.3%0.010%
5/1/2026 Midwest Trust Co4,351$204K0.0%N/A0.001%
5/1/2026 Fifth Third Bancorp65,922$3.10M0.0%+3,637.1%0.021%
5/1/2026 Simplicity Wealth LLC111,234$5.22M0.3%+4.2%0.035%
5/1/2026 Sequoia Financial Advisors LLC69,536$3.27M0.0%-5.7%0.022%
5/1/2026 Manning & Napier Advisors LLC708,755$33.28M0.5%-3.9%0.222%
4/30/2026 Hsbc Holdings PLC125,028$5.87M0.0%+40.2%0.039%
4/30/2026 Elevated Capital Advisors LLC67,791$3.18M0.8%+1.2%0.021%
4/30/2026 Graetz Wealth LLC51,816$2.43M2.2%-3.2%0.016%
4/30/2026 Kestra Advisory Services LLC257,027$12.07M0.0%+5.9%0.081%
4/30/2026 Money Concepts Capital Corp25,055$1.18M0.1%+8.9%0.008%
4/30/2026 First Interstate Bank1,379,528$64.77M3.6%+3.3%0.433%
4/30/2026 Seelaus Asset Management LLC15,905$747K0.5%+2.9%0.005%
4/30/2026 Greenwood Capital Associates LLC155,487$7.30M0.8%+4.4%0.049%
4/30/2026 Staley Capital Advisers Inc.331,425$15.56M0.7%+5.8%0.104%
4/29/2026 Axxcess Wealth Management LLC24,968$1.17M0.0%-25.7%0.008%
4/29/2026 Brighton 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%
You cannot escape this reality (Ad)

The last time something like this happened was 1974 - a secret deal that quietly determined the financial fate of an entire generation. According to Porter Stansberry, founder of one of the largest independent financial research firms in the world, it is happening again. Fortune calls it 'the biggest change to the world's relationship with the dollar' in a generation. Stansberry says Trump's money reset - enacted through executive orders and a treaty signed by 13 nations in December 2025 called Pax Silica - could determine whether you are enriched or quietly impoverished by the shift already underway.tc pixel

Read Porter Stansberry's full briefing and find out which moves to make now
4/29/2026 United Asset Strategies Inc.418,804$19.66M1.6%+0.9%0.131%
4/29/2026 Shayne & Jacobs LLC7,644$359K0.1%-8.9%0.002%
4/29/2026 Sage Rhino Capital LLC87,651$4.12M0.8%+1.3%0.027%
4/29/2026 Unison Advisors LLC125,265$5.88M0.4%+3.7%0.039%
4/29/2026 Family CFO Inc322,897$15.16M6.8%+3.0%0.101%
4/28/2026 Westfuller Advisors LLC33,581$1.58M0.7%-10.5%0.011%
4/28/2026 Ascentis Independent Advisors583$27K0.0%N/A0.000%
4/28/2026 Stephens Inc. AR58,494$2.75M0.0%+2.7%0.018%
4/28/2026 Walkner Condon Financial Advisors LLC5,861$275K0.0%-14.3%0.002%
4/28/2026 NBT Bank N A NY985$46K0.0%N/A0.000%


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 705 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 55,816,965 shares in the last 24 months. This purchase volume represents approximately $2.61B in transactions.

Of the 290 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 146,330,719 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 5/26/2026 by MarketBeat.com Staff.
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