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Vanguard Mortgage-Backed Securities ETF (VMBS) Institutional Ownership

Vanguard Mortgage-Backed Securities ETF logo
$44.65 +0.09 (+0.20%)
Closing price 10/13/2026 04:00 PM Eastern
Extended Trading
$44.65 0.00 (0.00%)
As of 10/13/2026 07:30 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 Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
477
Total
Institutional Inflows
(last 12 months)
$2.07B
Number of
Institutional Sellers
(last 12 months)
250
Total
Institutional Outflows
(last 12 months)
$1.72B
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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
10/14/2026Signal Advisors Wealth LLC123,035$5.46M0.2%+7.5%0.035%
10/14/2026B. Riley Wealth Advisors Inc.34,815$1.55M0.1%-1.5%0.010%
10/13/2026Courier Capital LLC559,870$24.86M4.7%-9.0%0.160%
10/13/2026Accel Wealth Management34,972$1.55M0.3%+16.8%0.010%
10/13/2026Level Financial Advisors310,725$13.80M3.1%+8.2%0.089%
10/9/2026Balefire LLC7,896$351K0.1%-11.7%0.002%
10/9/2026Intelligence Driven Advisers LLC478,271$21.24M3.7%-3.6%0.137%
10/9/2026Insight Wealth Strategies LLC397,559$17.66M1.8%N/A0.114%
10/9/2026Legacy Wealth Asset Management LLC49,556$2.20M0.5%+171.4%0.014%
10/9/2026Emergent Wealth Advisors LLC6,656$296K0.2%-6.1%0.002%
10/9/2026Acropolis Investment Management LLC386,372$17.16M0.7%-10.5%0.111%
10/8/2026Hamilton Capital LLC470,933$20.91M1.2%+1.6%0.137%
10/8/2026Farther Finance Advisors LLC145,062$6.44M0.0%-33.6%0.042%
10/8/2026Brighton Securities CORP.33,187$1.47M0.6%+4.1%0.010%
10/8/2026CoreCap Advisors LLC10,243$455K0.0%+79.4%0.003%
10/8/2026Apella Capital LLC19,906$880K0.0%+54.7%0.006%
10/8/2026Avidian Wealth Enterprises LLC15,276$678K0.0%+4.8%0.004%
10/7/2026Whitcomb & Hess Inc.432,362$19.20M4.1%+2.8%0.125%
10/7/2026SigFig Wealth Management LLC150,631$6.69M0.2%+1.2%0.044%
10/7/2026Mendota Financial Group LLC220,376$9.79M6.1%+8.1%0.064%
10/6/2026Central Pacific Bank Trust Division45,094$2.00M0.2%+58.6%0.013%
10/5/2026Rosenberg Matthew Hamilton2,353$104K0.0%+214.6%0.001%
10/5/2026Ridgewood Investments LLC38,904$1.73M0.6%-13.9%0.011%
10/5/2026FC Advisory LLC81,471$3.62M0.9%+1.9%0.024%
10/5/2026MassMutual Private Wealth & Trust FSB188,884$8.39M0.2%-7.2%0.055%
10/2/2026 Versant Capital Management Inc3,525$157K0.0%-53.7%0.001%
9/25/2026Atomic Invest LLC3,266$154K0.0%+246.3%0.001%
9/23/2026Envestnet Portfolio Solutions Inc.742,284$34.75M0.2%+2.7%0.215%
9/23/2026Envestnet Asset Management Inc.28,250,812$1.32B0.2%+3.4%8.191%
9/11/2026Talon Private Wealth LLC26,744$1.25M0.1%+110.3%0.008%
9/9/2026The Manufacturers Life Insurance Company33,000$1.55M0.0%-31.3%0.010%
9/9/2026Tortoise Investment Management LLC14,489$678K0.1%-2.3%0.004%
9/9/2026Sequoia Financial Advisors LLC70,501$3.30M0.0%+1.4%0.021%
9/9/2026Capital Analysts LLC48,013$2.25M0.1%+16.1%0.014%
9/9/2026NorthRock Partners LLC970,465$45.43M0.7%+1.4%0.290%
9/9/2026Integrated Wealth Concepts LLC107,644$5.04M0.0%+27.0%0.032%
9/9/2026RFG Advisory LLC19,543$915K0.0%-10.4%0.006%
9/9/2026NewEdge Advisors LLC339,899$15.91M0.0%+3.6%0.102%
9/9/2026IFP Advisors Inc7,728$362K0.0%-24.9%0.002%
9/9/2026Baird Financial Group Inc.43,145$2.02M0.0%+84.6%0.013%
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9/9/2026XY Planning Network Inc.10,227$479K0.1%+99.4%0.003%
9/8/2026Allworth Financial LP337,411$15.79M0.1%-5.0%0.101%
9/8/2026Waverly Advisors LLC59,864$2.80M0.0%+1.6%0.018%
9/2/20261607 Capital Partners LLC265,040$12.41M0.6%-20.9%0.079%
8/31/2026Alternative Investment Advisors LLC.87,940$4.12M1.6%+10.6%0.026%
8/28/2026Cornerstone Financial Management LLC84,458$3.95M3.2%-2.1%0.025%
8/27/2026Corient Private Wealth LP9,346$437K0.0%-18.7%0.003%
8/26/2026HighTower Advisors LLC1,295,464$60.64M0.1%+1.6%0.388%
8/23/2026Ameritas Advisory Services LLC18,800$880K0.0%-41.1%0.006%
8/23/2026Sovereign Investment Advisors LLC173,909$8.14M1.5%+1.0%0.052%
8/23/2026Fortitude Advisory Group L.L.C.8,811$412K0.2%N/A0.003%
8/23/2026Unique Wealth LLC7,772$364K0.0%+80.0%0.002%
8/22/2026Noble Wealth Partners LLC27,482$1.29M1.1%N/A0.008%
8/22/2026Compass Financial Management LLC1,107$52K0.0%N/A0.000%
8/22/2026NI Acquisitions Company LLC13,240$620K0.2%N/A0.004%
8/22/2026Strive Financial Group LLC4,617$216K0.1%+436.9%0.001%
8/22/2026Cassilly Financial Group LLC7,076$331K0.2%-6.3%0.002%
8/22/2026Hopwood Nicholas Hunter54,870$2.57M0.7%+5.3%0.016%
8/22/2026BAM Wealth Management LLC13,541$634K0.4%+6.1%0.004%
8/22/2026Retirement Wealth Solutions LLC55,483$2.60M1.4%-0.6%0.017%
8/22/2026Syon Capital LLC698,411$32.69M1.4%+43.3%0.209%
8/22/2026Premier Path Wealth Partners LLC119,832$5.61M0.6%+7.3%0.036%
8/22/2026Concurrent Investment Advisors LLC99,321$4.65M0.0%+31.4%0.030%
8/22/2026Power Wealth Management LLC658,862$30.84M10.9%+3.6%0.197%
8/21/2026Greenspring Advisors LLC48,605$2.28M0.1%+43.2%0.015%
8/21/2026Continuum Advisory LLC3,089$145K0.0%N/A0.001%
8/21/2026Coppell Advisory Solutions LLC24,649$1.15M0.2%N/A0.007%
8/21/2026Emergent Wealth Advisors LLC7,089$332K0.2%-21.1%0.002%
8/21/2026Financial Life Advisors5,562$260K0.1%N/A0.002%
8/20/2026Nwam LLC8,346$391K0.0%-22.8%0.002%
8/20/2026M Holdings Securities Inc.38,990$1.83M0.2%-0.6%0.012%
8/20/2026Susquehanna International Group LLP141,706$6.63M0.0%-78.8%0.042%
8/20/2026Sigma Planning Corp20,759$972K0.0%+6.2%0.006%
8/20/2026Two Sigma Securities LLC6,831$320K0.0%+46.5%0.002%
8/20/2026Benjamin Edwards Inc.12,836$601K0.0%-2.9%0.004%
8/20/2026Northwestern Mutual Wealth Management Co.184,300$8.63M0.0%+168.2%0.055%
8/20/2026Rational Advisors Inc.84,165$3.94M0.4%+2.2%0.025%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC760,848$35.62M0.0%-11.2%0.228%
8/19/2026Hsbc Holdings PLC123,808$5.80M0.0%-1.0%0.037%
8/19/2026Archer Investment Corp2,514$118K0.0%-8.3%0.001%
8/18/2026WNY Asset Management LLC9,400$440K0.0%-25.5%0.003%
8/18/2026FSA Advisors Inc.4,668$218K0.1%-7.6%0.001%
8/17/2026Strive Financial Group LLC4,617$216K0.1%+436.9%0.001%
8/17/2026Redwood Investment Management LLC5,100$239K0.0%-7.2%0.002%
8/17/2026KM Capital Management Ltd.2,726$215.51M0.1%N/A0.001%
8/17/2026Ascent Advisors LLC3,455$203K0.2%N/A0.001%
8/12/2026Compass Financial Management LLC1,107$52K0.0%N/A0.000%
7/10/2026Accel Wealth Management29,933$1.40M0.3%+36.4%0.009%
7/10/2026City Holding Co.550$26K0.0%-41.6%0.000%
7/10/2026FC Advisory LLC79,930$3.74M1.0%-2.0%0.024%
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7/10/2026Mendota Financial Group LLC203,848$9.54M5.9%+10.4%0.061%
7/10/2026Wealthcare Advisory Partners LLC5,205$244K0.0%N/A0.002%
7/9/2026Centurion Wealth Management LLC28,714$1.34M0.3%-22.8%0.009%
7/9/2026DiPaolo Financial Group Inc.129,184$6.05M4.0%+4.4%0.039%
7/9/2026World Equity Group Inc.7,210$338K0.1%-6.9%0.002%
7/9/2026Legacy Wealth Asset Management LLC18,257$855K0.2%+12.0%0.005%
7/9/2026Sax Wealth Advisors LLC31,939$1.50M0.1%+0.9%0.010%
7/8/2026Rockland Trust Co.17,805$833K0.0%+25.9%0.005%
7/8/2026Quantum Financial Advisors LLC401,594$18.80M1.6%+3.7%0.120%
7/8/2026Chesley Taft & Associates LLC16,831$788K0.0%+172.3%0.005%


VMBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 757 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), Envestnet Asset Management Inc. ($1.32B), JPMorgan Chase & Co. ($1.16B), 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 690 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. ($6.92M), Raymond James Financial Inc. ($6.10M), Envestnet Asset Management Inc. ($3.28M), Wealthfront Advisers LLC ($3.10M), and Morningstar Investment Management LLC ($2.60M).

Institutional investors have bought a total of 44,258,161 shares in the last 24 months. This purchase volume represents approximately $2.08B in transactions.

Of the 250 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: JPMorgan Chase & Co. ($26.34M), Bank of America Corp DE ($3.46M), Acropolis Investment Management LLC ($1.04M), Susquehanna International Group LLP ($526.79K), Ameriprise Financial Inc. ($472.15K), Kestra Investment Management LLC ($411.54K), and Osaic Holdings Inc. ($352.90K).

Institutional investors have sold a total of 36,655,792 shares in the last 24 months. This volume of shares sold represents approximately $1.72B in transactions.



Institutional ownership data for NASDAQ:VMBS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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