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Vanguard Mortgage-Backed Securities ETF (VMBS) Institutional Ownership

Vanguard Mortgage-Backed Securities ETF logo
$46.68 +0.09 (+0.19%)
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)
540
Total
Institutional Inflows
(last 12 months)
$2.89B
Number of
Institutional Sellers
(last 12 months)
312
Total
Institutional Outflows
(last 12 months)
$6.99B
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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
5/5/2026Bank 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%
5/5/2026 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%
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%
4/28/2026 Koshinski Asset Management Inc.11,275$529K0.0%+10.3%0.004%
4/27/2026 Arcadia Wealth Management LLC94,973$4.46M1.6%+2.2%0.030%
4/27/2026 Integrity Wealth Partners LLC7,884$370K0.3%N/A0.002%
4/27/2026 World Investment Advisors129,110$6.06M0.1%+27.8%0.040%
4/27/2026 Carter Financial Group INC.4,738$222K0.1%-4.7%0.001%
4/27/2026 Private Advisor Group LLC265,919$12.49M0.1%-10.5%0.083%
4/27/2026 Financial Plan Inc.18,704$878K0.1%N/A0.006%
4/27/2026 Elevation Point Wealth Partners LLC165,640$7.78M0.2%+11.0%0.052%
4/27/2026 Sound Income Strategies LLC2,116$99K0.0%+28.3%0.001%
4/25/2026 Keybank National Association OH2,320,540$108.95M0.4%+2.0%0.728%
4/25/2026 rebel Financial LLC14,860$698K0.3%+9.4%0.005%
4/24/2026 RKL Wealth Management LLC397,350$18.66M1.7%-3.0%0.125%
4/24/2026 Keystone Global Partners LLC83,397$3.92M1.7%-21.6%0.026%
4/24/2026 Merited Wealth LLC6,581$309K0.3%+30.1%0.002%
4/24/2026 Columbia Advisory Partners LLC7,378$346K0.2%+10.7%0.002%
4/23/2026 Premier Path Wealth Partners LLC111,664$5.24M0.7%-15.5%0.035%
4/23/2026 Oregon Pacific Wealth Management LLC4,260$200K0.2%N/A0.001%
4/23/2026 Pinnacle Bancorp Inc.9,995$469K0.1%+36.0%0.003%
4/23/2026 Apollon Wealth Management LLC58,214$2.73M0.0%+117.7%0.018%
4/22/2026 Aspire Private Capital LLC99,049$4.65M1.0%-1.5%0.031%
4/22/2026 Seneca Financial Advisors LLC82,957$3.90M1.1%+5.5%0.026%
4/22/2026 Janney Montgomery Scott LLC971,693$45.62M0.1%+5.6%0.305%
4/22/2026 Midwest Financial Group LLC24,638$1.16M0.5%+5.5%0.008%
4/22/2026 Onyx Bridge Wealth Group LLC311,483$14.62M1.6%+50.2%0.098%
4/22/2026 WT Wealth Management11,535$542K0.2%+3.0%0.004%
4/22/2026 Econ Financial Services Corp7,049$331K0.2%N/A0.002%
4/21/2026 Laurel Oak Wealth Management LLC8,978$422K0.1%-34.8%0.003%
4/21/2026 VCI Wealth Management LLC221,809$10.41M2.9%+10.4%0.070%
4/21/2026 Sequent Planning LLC6,206$291K0.1%N/A0.002%
4/21/2026 Columbus Macro LLC96,023$4.51M0.5%-1.1%0.030%
4/21/2026 RCS Financial Planning LLC11,353$533K0.3%+28.2%0.004%
4/21/2026 Parker Financial LLC131,690$6.17M2.5%+5.5%0.041%
4/21/2026 Unique Wealth LLC4,317$203K0.0%N/A0.001%
4/21/2026 AA Financial Advisors LLC4,514$212K0.0%-67.2%0.001%
4/21/2026 Decker Retirement Planning Inc.4,365$205K0.1%-5.9%0.001%
4/21/2026 Grey Ledge Advisors LLC67,886$3.19M0.7%+520.2%0.021%
4/21/2026 OLD National Bancorp IN327,169$15.36M0.3%+19.7%0.103%
4/21/2026 Silver Oak Securities Incorporated6,119$287K0.0%+21.2%0.002%
4/20/2026 Kestra Private Wealth Services LLC55,297$2.60M0.0%+15.6%0.017%
4/20/2026 Leeward Financial Partners LLC97,082$4.56M1.4%-0.4%0.030%
4/20/2026 Blue Trust Inc.68,140$3.20M0.0%-7.7%0.021%
4/20/2026 RFG Advisory LLC21,809$1.02M0.0%-3.5%0.007%
4/18/2026 Faithward Advisors LLC11,334$532K0.1%+13.7%0.004%
4/18/2026 Legacy Wealth Partners LLC26,648$1.25M0.3%+9.6%0.008%
4/17/2026 Certified Advisory Corp44,082$2.07M0.2%+16.8%0.014%
4/17/2026 Signal Advisors Wealth LLC89,461$4.20M0.3%+88.5%0.028%
4/17/2026 Essex Bank4,556$214K0.0%-21.2%0.001%
4/17/2026 Worth Asset Management LLC127,361$5.98M2.2%+248.8%0.040%
4/17/2026 Sovereign Financial Group Inc.127,838$6.00M1.0%+15.8%0.040%
4/17/2026 AdvisorNet Financial Inc32,964$1.55M0.1%-12.0%0.010%
4/17/2026 Bell Investment Advisors Inc1,052,213$49.40M7.7%+1.3%0.330%
4/17/2026 Outlook Wealth Advisors LLC26,051$1.22M0.3%N/A0.008%
4/17/2026 SWP Financial LLC116,533$5.47M2.8%+1.6%0.037%
4/17/2026 Clark Asset Management LLC387,238$18.18M1.7%+9.3%0.121%
4/17/2026 Flywheel Private Wealth LLC7,200$338K0.2%+12.5%0.002%


VMBS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VMBS shares?

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 Charles Schwab Investment Advisory Inc. ($6.16B), Bank of America Corp DE ($2.81B), 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), and Assetmark Inc. ($413.97M).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 703 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 Charles Schwab Investment Advisory Inc. ($2.86M).

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

Institutional investors have bought a total of 61,841,561 shares in the last 24 months. This purchase volume represents approximately $2.89B in transactions.

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

Of the 306 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. ($112.04M), JPMorgan Chase & Co. ($26.34M), Advisory Alpha LLC ($1.03M), Acropolis Investment Management LLC ($995.78K), AE Wealth Management LLC ($911.76K), Ameriprise Financial Inc. ($800.38K), and Financial Engines Advisors L.L.C. ($600.97K).

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

Institutional investors have sold a total of 150,342,697 shares in the last 24 months. This volume of shares sold represents approximately $6.99B in transactions.


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