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Vanguard Mortgage-Backed Securities ETF (VMBS) Institutional Ownership

Vanguard Mortgage-Backed Securities ETF logo
$45.93 +0.12 (+0.26%)
As of 04:00 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)
477
Total
Institutional Inflows
(last 12 months)
$2.04B
Number of
Institutional Sellers
(last 12 months)
252
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 1607 Capital Partners LLC265,040$12.41M0.6%-20.9%0.079%
8/31/2026 Alternative Investment Advisors LLC.87,940$4.12M1.6%+10.6%0.026%
8/28/2026 Cornerstone Financial Management LLC84,458$3.95M3.2%-2.1%0.025%
8/27/2026 Corient Private Wealth LP9,346$437K0.0%-18.7%0.003%
8/26/2026 HighTower Advisors LLC1,295,464$60.64M0.1%+1.6%0.388%
8/23/2026 Ameritas Advisory Services LLC18,800$880K0.0%-41.1%0.006%
8/23/2026 Sovereign Investment Advisors LLC173,909$8.14M1.5%+1.0%0.052%
8/23/2026 Fortitude Advisory Group L.L.C.8,811$412K0.2%N/A0.003%
8/23/2026 Unique Wealth LLC7,772$364K0.0%+80.0%0.002%
8/22/2026 Noble Wealth Partners LLC27,482$1.29M1.1%N/A0.008%
8/22/2026 Compass Financial Management LLC1,107$52K0.0%N/A0.000%
8/22/2026 NI Acquisitions Company LLC13,240$620K0.2%N/A0.004%
8/22/2026 Strive Financial Group LLC4,617$216K0.1%+436.9%0.001%
8/22/2026 Cassilly Financial Group LLC7,076$331K0.2%-6.3%0.002%
8/22/2026 Hopwood Nicholas Hunter54,870$2.57M0.7%+5.3%0.016%
8/22/2026 BAM Wealth Management LLC13,541$634K0.4%+6.1%0.004%
8/22/2026 Retirement Wealth Solutions LLC55,483$2.60M1.4%-0.6%0.017%
8/22/2026 Syon Capital LLC698,411$32.69M1.4%+43.3%0.209%
8/22/2026 Premier Path Wealth Partners LLC119,832$5.61M0.6%+7.3%0.036%
8/22/2026 Concurrent Investment Advisors LLC99,321$4.65M0.0%+31.4%0.030%
8/22/2026 Power Wealth Management LLC658,862$30.84M10.9%+3.6%0.197%
8/21/2026 Greenspring Advisors LLC48,605$2.28M0.1%+43.2%0.015%
8/21/2026 Continuum Advisory LLC3,089$145K0.0%N/A0.001%
8/21/2026 Coppell Advisory Solutions LLC24,649$1.15M0.2%N/A0.007%
8/21/2026 Emergent Wealth Advisors LLC7,089$332K0.2%-21.1%0.002%
8/21/2026 Financial Life Advisors5,562$260K0.1%N/A0.002%
8/20/2026 Nwam LLC8,346$391K0.0%-22.8%0.002%
8/20/2026 M Holdings Securities Inc.38,990$1.83M0.2%-0.6%0.012%
8/20/2026 Susquehanna International Group LLP141,706$6.63M0.0%-78.8%0.042%
8/20/2026 Sigma Planning Corp20,759$972K0.0%+6.2%0.006%
8/20/2026 Two Sigma Securities LLC6,831$320K0.0%+46.5%0.002%
8/20/2026 Benjamin Edwards Inc.12,836$601K0.0%-2.9%0.004%
8/20/2026 Northwestern Mutual Wealth Management Co.184,300$8.63M0.0%+168.2%0.055%
8/20/2026 Rational Advisors Inc.84,165$3.94M0.4%+2.2%0.025%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC760,848$35.62M0.0%-11.2%0.228%
8/19/2026 Hsbc Holdings PLC123,808$5.80M0.0%-1.0%0.037%
8/19/2026 Archer Investment Corp2,514$118K0.0%-8.3%0.001%
8/18/2026 WNY Asset Management LLC9,400$440K0.0%-25.5%0.003%
8/18/2026 FSA Advisors Inc.4,668$218K0.1%-7.6%0.001%
8/17/2026 Strive Financial Group LLC4,617$216K0.1%+436.9%0.001%
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8/17/2026 Redwood Investment Management LLC5,100$239K0.0%-7.2%0.002%
8/17/2026 KM Capital Management Ltd.2,726$215.51M0.1%N/A0.001%
8/17/2026 Ascent Advisors LLC3,455$203K0.2%N/A0.001%
8/12/2026 Compass Financial Management LLC1,107$52K0.0%N/A0.000%
7/10/2026 Accel Wealth Management29,933$1.40M0.3%+36.4%0.009%
7/10/2026 City Holding Co.550$26K0.0%-41.6%0.000%
7/10/2026 FC Advisory LLC79,930$3.74M1.0%-2.0%0.024%
7/10/2026 Mendota Financial Group LLC203,848$9.54M5.9%+10.4%0.061%
7/10/2026 Wealthcare Advisory Partners LLC5,205$244K0.0%N/A0.002%
7/9/2026 Centurion Wealth Management LLC28,714$1.34M0.3%-22.8%0.009%
7/9/2026 DiPaolo Financial Group Inc.129,184$6.05M4.0%+4.4%0.039%
7/9/2026 World Equity Group Inc.7,210$338K0.1%-6.9%0.002%
7/9/2026 Legacy Wealth Asset Management LLC18,257$855K0.2%+12.0%0.005%
7/9/2026 Sax Wealth Advisors LLC31,939$1.50M0.1%+0.9%0.010%
7/8/2026 Rockland Trust Co.17,805$833K0.0%+25.9%0.005%
7/8/2026 Quantum Financial Advisors LLC401,594$18.80M1.6%+3.7%0.120%
7/8/2026 Chesley Taft & Associates LLC16,831$788K0.0%+172.3%0.005%
7/8/2026 Whitcomb & Hess Inc.420,735$19.70M4.3%+3.4%0.126%
7/8/2026 Clark Asset Management LLC419,593$19.64M1.5%+8.4%0.127%
7/7/2026 Balefire LLC8,940$418K0.1%-3.7%0.003%
7/7/2026 Dynamic Advisor Solutions LLC10,373$486K0.0%+9.5%0.003%
7/7/2026 Brighton Securities CORP.31,886$1.49M0.6%+7.9%0.010%
7/7/2026 CGN Advisors LLC51,138$2.39M0.2%-2.0%0.016%
7/7/2026 CoreCap Advisors LLC5,711$267K0.0%+4.9%0.002%
7/6/2026 Bulwark Capital Corp63,273$2.96M1.7%-2.9%0.019%
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%
6/24/2026 Redwood Investment Management LLC5,495$258K0.0%-8.2%0.002%
6/18/2026 Western Wealth Management LLC37,161$1.75M0.1%+457.5%0.012%
6/9/2026 Robinswood Financial LLC333,647$15.67M19.7%N/A0.105%
6/3/2026 NewEdge Advisors LLC328,103$15.40M0.1%-2.8%0.103%
5/27/2026 Security Financial Services INC.40,671$1.91M0.3%+4.4%0.013%
5/22/2026 WNY Asset Management LLC12,622$593K0.1%N/A0.004%
5/22/2026 Verus 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%
5/18/2026Talon 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 Company48,000$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%
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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%


VMBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 761 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 691 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), Wealthfront Advisers LLC ($3.10M), Morningstar Investment Management LLC ($2.60M), and Focus Partners Wealth ($2.43M).

Institutional investors have bought a total of 43,493,604 shares in the last 24 months. This purchase volume represents approximately $2.04B in transactions.

Of the 252 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 ($995.78K), 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 36,493,201 shares in the last 24 months. This volume of shares sold represents approximately $1.72B in transactions.


Related Companies

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 9/2/2026. New 13F filings are added each quarter as they're published.
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