Go Pro
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free VMBS Stock Alerts

Vanguard Mortgage-Backed Securities ETF (VMBS) Institutional Ownership

Vanguard Mortgage-Backed Securities ETF logo
$46.17 -0.15 (-0.32%)
As of 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)
481
Total
Institutional Inflows
(last 12 months)
$2.07B
Number of
Institutional Sellers
(last 12 months)
254
Total
Institutional Outflows
(last 12 months)
$1.71B
Get VMBS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard Mortgage-Backed Securities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

VMBS Institutional Buying and Selling by Quarter

Vanguard Mortgage-Backed Securities ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
6/24/2026Redwood Investment Management LLC5,495$258K0.0%-8.2%0.002%
6/18/2026Western Wealth Management LLC37,161$1.75M0.1%+457.5%0.012%
6/9/2026 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%
5/22/2026WNY 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%
5/19/2026Western 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%
5/19/2026 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%
The cat is out the bag (Ad)

Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered separation packages to 8,500 workers, and Oracle is reportedly eliminating up to 30,000 positions. Goldman Sachs estimates 12,400 Americans are being financially displaced every single day. Analyst Porter Stansberry says the real driver runs deeper than AI - and two Nobel Prize winners have issued the same warning. He calls it the Final Displacement, and he's releasing a full investigation with specific companies to buy and sell before the next wave hits.tc pixel

Watch Porter Stansberry's full investigation into the Final Displacement now
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 Company48,000$2.25M0.0%+3.9%0.015%
5/16/2026 Quantinno 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%
5/15/2026 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%
5/15/2026Waverly Advisors LLC58,918$2.77M0.0%+70.6%0.018%
5/14/2026 Compound Planning Inc.13,876$651K0.0%+46.6%0.004%
5/14/2026Modern 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%
5/14/2026Sei 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%
5/7/2026Finhabits 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%
5/6/2026 Centennial Bank AR134,334$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%
5/5/2026Schwallier 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%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
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%
5/4/2026Lifeworks 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%


VMBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 751 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 684 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 44,156,527 shares in the last 24 months. This purchase volume represents approximately $2.07B in transactions.

Of the 249 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), Ameriprise Financial Inc. ($800.38K), Kestra Investment Management LLC ($411.54K), Osaic Holdings Inc. ($352.90K), and Obsidian Cio LLC ($312.24K).

Institutional investors have sold a total of 36,330,355 shares in the last 24 months. This volume of shares sold represents approximately $1.71B 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 8/12/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Buy These Stocks Before August 31st
Keith Kaplan has invested $17 million into his own AI research platform, now used by 180,000 investors worldwi...
TradeSmith | Sponsoredtc pixel
How a rare metal shortage sent gains up 2512 percent
In 2010, a rare earth metal called dysprosium surged 2,512 percent in two and a half years after China cut exp...
Awesomely | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel