Vanguard Mortgage-Backed SecVMBSETF
13F holders, Q1 2025 (March 31)618holders −13
56new positions
61sold out
3famous investors
$46.31avg. 13F price*
At the end of Q1 2025, 618 institutions reported holding Vanguard Mortgage-Backed Sec (VMBS) in their 13F filings, down 13 from Q4 2024. 56 opened new positions and 61 sold out. The largest holders were Charles Schwab Investment Management Inc. ($5.1B), Bank of America Corp. ($2.4B) and JPMorgan Chase & Co. ($2.3B). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard Mortgage-Backed Sec
- CUSIP
- 92206C771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $86.8M |
| Exits | 61 | $42.8M |
All 13F filers, Q4 2024 → Q1 2025: 13,718,492 shares bought and 33,994,247 shares sold, net −20,275,755 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 618 holders
| Charles Schwab Investment Management Inc. | 0.96% | Reduce -4.3% | 110,368,157 | $5.1B |
| Bank of America Corp. | 0.22% | Reduce -28.2% | 52,506,795 | $2.4B |
| JPMorgan Chase & Co. | 0.17% | Add +4.7% | 48,706,894 | $2.3B |
| Envestnet Asset Management Inc. | 0.31% | Add +5.0% | 20,860,251 | $966.0M |
| Bank of New York Mellon Corp | 0.09% | Reduce -2.4% | 10,050,689 | $465.4M |
| Assetmark, Inc. | 1.05% | Add +2.2% | 8,292,988 | $384.0M |
| Wells Fargo & Company | 0.08% | Reduce -0.6% | 7,013,812 | $324.8M |
| LPL Financial LLC | 0.11% | Reduce -2.2% | 5,915,853 | $274.0M |
| Stifel Financial Corp. | 0.29% | Add +3.8% | 5,879,233 | $272.3M |
| Raymond James Financial Inc. | 0.10% | Add +25.1% | 5,517,380 | $255.5M |
| Ameriprise Financial Inc. | 0.07% | Add +3.5% | 5,292,892 | $245.1M |
| Morgan Stanley | 0.01% | Add +4.0% | 4,537,564 | $210.1M |
| TD Private Client Wealth LLC | 5.00% | Add +8.4% | 3,923,459 | $181.7M |
| Envestnet Portfolio Solutions, Inc. | 0.68% | Reduce -1.1% | 3,857,241 | $178.6M |
| Lincoln National Corp. | 5.22% | Add +1.3% | 3,500,919 | $162.1M |
| Morningstar Investment Management LLC | 10.26% | Add +1.5% | 2,603,165 | $120.6M |
| NorthCoast Asset Management LLC | 0.53% | Add +6.9% | 2,260,858 | $104.7M |
| Keybank National Association | 0.41% | Reduce -3.3% | 2,221,640 | $102.9M |
| Clearstead Advisors, LLC | 1.32% | Add +20.3% | 1,831,622 | $84.8M |
| Kestra Investment Management, LLC | 1.52% | Add +119.1% | 1,698,928 | $78.6M |
| Acropolis Investment Management, LLC | 4.47% | Add +1.7% | 1,627,307 | $75.4M |
| Castleark Management LLC | 2.58% | No change | 1,609,080 | $74.5M |
| Financial Engines Advisors L.L.C. | 0.16% | Reduce -21.0% | 1,594,414 | $73.8M |
| Royal Bank of Canada | 0.02% | Add +6.5% | 1,546,152 | $71.6M |
| Valmark Advisers, Inc. | 0.98% | Add +3.0% | 1,394,052 | $64.6M |
| First Interstate Bank | 3.37% | Add +9.9% | 1,218,719 | $56.4M |
| Ally Invest Advisors Inc. | 4.79% | Add +2.0% | 1,206,860 | $55.9M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Reduce -2.9% | 1,184,156 | $54.8M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +4.1% | 1,168,797 | $54.1M |
| Cetera Investment Advisers | 0.09% | Add +20.0% | 1,009,656 | $46.8M |
| Bank of Hawaii | 2.59% | Add +3.6% | 972,083 | $45.0M |
| Victory Capital Management Inc. | 0.05% | Reduce -1.2% | 943,031 | $43.7M |
| HighTower Advisors, LLC | 0.06% | Add +12.3% | 940,628 | $43.6M |
| Bell Investment Advisors, Inc | 7.82% | Add +2.9% | 913,358 | $42.3M |
| AE Wealth Management LLC | 0.35% | Reduce -5.9% | 894,980 | $41.4M |
| First Financial Bankshares Inc | 0.89% | Add +3.5% | 890,813 | $41.3M |
| Deutsche Bank AG | 0.02% | Add +11.5% | 870,000 | $40.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 2.92% | Add +5.8% | 866,352 | $40.1M |
| BlueStem Wealth Partners, LLC | 5.18% | Add +33.4% | 820,982 | $38.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +1.5% | 818,800 | $37.9M |
| Janney Montgomery Scott LLC | 0.11% | Add +3.8% | 816,552 | $37.8M |
| UBS Group AG | 0.01% | Reduce -11.0% | 776,844 | $36.0M |
| 1832 Asset Management L.P. | 0.07% | Reduce -1.9% | 740,695 | $34.3M |
| Evergreen Advisors, LLC | 8.28% | Add +1.6% | 644,467 | $29.8M |
| Garde Capital, Inc. | 1.68% | New | 632,629 | $29.3M |
| Power Wealth Management LLC | 11.43% | Add +13.4% | 609,976 | $28.2M |
| MA Private Wealth | 5.17% | Add +0.5% | 593,385 | $27.5M |
| Bartlett & Co. Wealth Management LLC | 0.40% | Add +9.0% | 591,635 | $27.4M |
| Orion Porfolio Solutions, LLC | 0.26% | Add +10.1% | 581,926 | $26.9M |
| Orion Portfolio Solutions, LLC | 0.26% | Add +10.1% | 581,926 | $26.9M |
| Parkside Advisors LLC | 6.36% | Add +2.4% | 570,439 | $26.4M |
| Sofi Wealth, LLC | 1.90% | Add +5358.3% | 545,827 | $25.3M |
| Truist Financial Corp. | 0.04% | Add +3.2% | 534,622 | $24.8M |
| MML Investors Services, LLC | 0.08% | Reduce -2.5% | 528,886 | $24.5M |
| Merit Financial Group, LLC | 0.37% | Add +40.6% | 527,883 | $24.4M |
| 1607 Capital Partners, LLC | 1.90% | Add +22.5% | 508,455 | $23.5M |
| Intelligence Driven Advisers, LLC | 4.53% | Reduce -4.5% | 508,149 | $23.5M |
| Manning & Napier Advisors LLC | 0.28% | Reduce -0.7% | 483,774 | $22.4M |
| US Bancorp \de | 0.03% | Add +2.6% | 481,620 | $22.3M |
| St Germain D J Co. Inc. | 1.05% | Add +0.1% | 480,930 | $22.3M |
| Atria Wealth Solutions, Inc. | 0.26% | Reduce -1.3% | 468,971 | $21.7M |
| Zurich Insurance Group Ltd | 0.18% | No change | 467,648 | $21.7M |
| Bell Bank | 1.16% | Add +95.7% | 462,997 | $21.4M |
| Osaic Holdings, Inc. | 0.05% | Reduce -41.8% | 451,084 | $20.9M |
| Connecticut Wealth Management, LLC | 1.05% | New | 434,975 | $20.1M |
| HBK Sorce Advisory LLC | 0.56% | Reduce -17.5% | 411,565 | $19.1M |
| Jaffetilchin Investment Partners, LLC | 1.36% | Reduce -8.7% | 405,090 | $18.8M |
| Allworth Financial LP | 0.10% | Reduce -6.8% | 394,987 | $18.1M |
| Pathstone Holdings, LLC | 0.08% | Add +104.0% | 390,261 | $18.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +11.1% | 385,029 | $17.8M |
| Capital Insight Partners, LLC | 3.06% | Add +4.5% | 378,170 | $17.5M |
| Proffitt & Goodson Inc. | 2.82% | Add +18.6% | 370,263 | $17.1M |
| Quantum Financial Advisors, LLC | 2.52% | Add +5.1% | 364,825 | $16.9M |
| RKL Wealth Management LLC | 1.54% | Add +2.6% | 353,531 | $16.4M |
| Courier Capital LLC | 1.06% | Add +24.2% | 349,085 | $16.2M |
| CreativeOne Wealth, LLC | 0.48% | Add +3.3% | 343,783 | $15.9M |
| United Asset Strategies, Inc. | 1.46% | Add +2.6% | 339,582 | $15.7M |
| Sanctuary Advisors, LLC | 0.11% | Reduce -3.0% | 326,740 | $15.1M |
| Whitcomb & Hess, Inc. | 4.57% | Add +0.6% | 326,005 | $15.1M |
| Rockefeller Capital Management L.P. | 0.04% | Add +2.9% | 325,851 | $15.1M |
| Staley Capital Advisers Inc. | 0.68% | Reduce -1.2% | 323,700 | $15.0M |
| Windward Private Wealth Management Inc. | 5.80% | Add +1.4% | 321,309 | $14.9M |
| Private Advisor Group, LLC | 0.09% | Add +21.4% | 303,507 | $14.1M |
| Obsidian Cio, LLC | 2.28% | Add +6.3% | 302,864 | $14.0M |
| NewEdge Advisors, LLC | 0.08% | Reduce -2.9% | 302,552 | $14.0M |
| Robinswood Financial LLC | 5.15% | Add +5.8% | 300,767 | $13.9M |
| Vectors Research Management, LLC | 4.83% | Add +7.9% | 298,221 | $13.8M |
| Alliancebernstein L.P. | 0.00% | Add +101.5% | 291,156 | $13.5M |
| Atria Investments, Inc | 0.17% | Add +4.7% | 289,193 | $13.4M |
| First National Trust Co | 0.53% | Add +10.0% | 286,100 | $13.2M |
| Money Design Co.,Ltd. | 0.65% | Reduce -0.4% | 282,711 | $13.1M |
| Betterment LLC | 0.03% | Add +3.6% | 282,478 | $13.1M |
| Jane Street Group, LLC | 0.02% | Add +55.5% | 268,994 | $12.5M |
| Hamilton Capital, LLC | 0.74% | Reduce -14.3% | 264,874 | $12.3M |
| Family CFO Inc | 6.72% | Add +1.0% | 264,601 | $12.3M |
| SeaBridge Investment Advisors LLC | 2.61% | Add +35.8% | 260,696 | $12.1M |
| Websterrogers Financial Advisors, LLC | 4.11% | Add +31.1% | 260,032 | $12.0M |
| FLC Capital Advisors | 2.69% | Add +6.1% | 259,099 | $12.0M |
| Clark Asset Management, LLC | 2.01% | Add +12.5% | 258,422 | $12.0M |
| Mercer Global Advisors Inc. | 0.03% | Add +2.6% | 250,773 | $11.6M |
"% of holder's portfolio" is VMBS's weight in each manager's 13F, not the share of Vanguard Mortgage-Backed Sec the manager owns.