Vanguard Mortgage-Backed SecVMBSETF
13F holders, Q4 2025 (December 31)694holders +66
72new positions
44sold out
3famous investors
$47.07avg. 13F price*
At the end of Q4 2025, 694 institutions reported holding Vanguard Mortgage-Backed Sec (VMBS) in their 13F filings, up 66 from Q3 2025. 72 opened new positions and 44 sold out. The largest holders were Bank of America Corp. ($2.8B), JPMorgan Chase & Co. ($1.2B) and Envestnet Asset Management Inc. ($1.1B). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vanguard Mortgage-Backed Sec
- CUSIP
- 92206C771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $292.0M |
| Exits | 44 | $187.2M |
All 13F filers, Q3 2025 → Q4 2025: 21,285,879 shares bought and 34,009,535 shares sold, net −12,723,656 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 694 holders
| Bank of America Corp. | 0.20% | Add +3.7% | 59,766,080 | $2.8B |
| JPMorgan Chase & Co. | 0.08% | Reduce -51.7% | 24,580,902 | $1.2B |
| Envestnet Asset Management Inc. | 0.31% | Add +0.8% | 22,406,134 | $1.1B |
| Bank of New York Mellon Corp | 0.09% | Add +1.4% | 10,478,686 | $493.3M |
| Wells Fargo & Company | 0.08% | Add +10.3% | 9,007,305 | $424.1M |
| Assetmark, Inc. | 0.84% | Reduce -0.5% | 8,792,867 | $414.0M |
| Stifel Financial Corp. | 0.35% | Add +32.3% | 8,298,375 | $390.7M |
| Mather Group, Llc. | 3.41% | Add +3.6% | 7,024,424 | $330.7M |
| LPL Financial LLC | 0.08% | Add +2.2% | 6,291,178 | $296.2M |
| Raymond James Financial Inc. | 0.09% | Add +7.2% | 6,035,361 | $284.1M |
| Morgan Stanley | 0.01% | Add +7.5% | 5,097,662 | $240.0M |
| TD Private Client Wealth LLC | 4.97% | Add +10.9% | 4,959,574 | $233.5M |
| Ameriprise Financial Inc. | 0.05% | Add +9.8% | 4,935,160 | $232.4M |
| Lincoln National Corp. | 5.16% | Add +2.6% | 3,750,726 | $176.6M |
| Envestnet Portfolio Solutions, Inc. | 0.62% | Add +4.2% | 3,745,032 | $176.3M |
| Clearstead Advisors, LLC | 1.63% | Add +7.7% | 2,747,637 | $129.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -2.2% | 2,415,095 | $113.7M |
| Focus Partners Wealth | 0.13% | New | 2,409,074 | $113.4M |
| Keybank National Association | 0.38% | Add +1.3% | 2,274,493 | $107.1M |
| Angeles Investment Advisors, LLC | 6.04% | No change | 1,923,500 | $90.6M |
| Castleark Management LLC | 2.36% | No change | 1,705,540 | $80.3M |
| Royal Bank of Canada | 0.01% | Add +3.8% | 1,695,004 | $79.8M |
| Valmark Advisers, Inc. | 0.90% | Add +3.0% | 1,552,952 | $73.1M |
| Alesco Advisors, LLC, An ESL Co | 1.86% | New | 1,527,417 | $71.9M |
| UBS Group AG | 0.01% | Add +63.2% | 1,477,107 | $69.5M |
| Financial Engines Advisors L.L.C. | 0.13% | Reduce -10.9% | 1,459,018 | $68.7M |
| Ally Invest Advisors Inc. | 4.39% | Add +4.1% | 1,350,779 | $63.6M |
| First Interstate Bank | 3.37% | Add +5.3% | 1,334,964 | $62.9M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +7.1% | 1,311,166 | $61.8M |
| Cetera Investment Advisers | 0.06% | Add +1.9% | 1,238,878 | $58.3M |
| Merit Financial Group, LLC | 0.47% | Add +35.6% | 1,234,060 | $58.1M |
| HighTower Advisors, LLC | 0.06% | Add +5.3% | 1,210,171 | $57.0M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -4.8% | 1,172,495 | $55.2M |
| Bell Investment Advisors, Inc | 7.74% | Add +3.8% | 1,038,999 | $48.9M |
| Bank of Hawaii | 2.32% | Add +0.4% | 998,548 | $47.0M |
| NorthRock Partners, LLC | 0.76% | Add +229.7% | 957,676 | $45.1M |
| First Financial Bankshares Inc | 0.90% | Add +1.4% | 948,531 | $44.7M |
| Janney Montgomery Scott LLC | 0.10% | Add +2.6% | 920,586 | $43.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.14% | Add +3.4% | 901,880 | $42.5M |
| Bell Bank | 1.70% | Add +8.5% | 844,957 | $39.8M |
| 1832 Asset Management L.P. | 0.05% | Add +0.7% | 775,882 | $36.5M |
| Osaic Holdings, Inc. | 0.05% | Reduce -31.4% | 772,505 | $36.4M |
| Victory Capital Management Inc. | 0.02% | Reduce -18.4% | 769,772 | $36.2M |
| Truist Financial Corp. | 0.05% | Add +38.6% | 769,271 | $36.2M |
| Manning & Napier Advisors LLC | 0.45% | Add +20.5% | 737,258 | $34.8M |
| Acropolis Investment Management, LLC | 1.56% | Reduce -57.5% | 736,411 | $34.7M |
| Kestra Investment Management, LLC | 0.80% | Reduce -37.2% | 694,210 | $32.7M |
| Power Wealth Management LLC | 11.49% | Add +4.0% | 692,918 | $32.6M |
| Sofi Wealth, LLC | 1.63% | Add +6.0% | 692,870 | $32.6M |
| Woodard & Co. Asset Management Group Inc. | 5.02% | Reduce -2.2% | 673,751 | $31.7M |
| Evergreen Advisors, LLC | 7.64% | — | 665,812 | $31.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Reduce -19.7% | 661,700 | $31.2M |
| Bartlett & Co. Wealth Management LLC | 0.39% | Add +7.0% | 632,336 | $29.8M |
| Orion Porfolio Solutions, LLC | 0.21% | Add +2.2% | 613,466 | $28.9M |
| Seven Mile Advisory | 5.00% | Add +7.2% | 608,490 | $28.6M |
| HBK Sorce Advisory LLC | 0.65% | Add +13.6% | 600,200 | $28.3M |
| Rockefeller Capital Management L.P. | 0.05% | Add +8.0% | 585,669 | $27.6M |
| Employees' Retirement Fund of the City of Fort Worth | 11.20% | Add +27.1% | 531,600 | $25.0M |
| MML Investors Services, LLC | 0.06% | Add +7.3% | 530,638 | $25.0M |
| Courier Capital LLC | 1.38% | Add +22.5% | 522,686 | $24.6M |
| Pathstone Holdings, LLC | 0.09% | Add +0.8% | 510,482 | $24.0M |
| Goodman Financial Corp | 4.47% | New | 501,461 | $23.6M |
| Intelligence Driven Advisers, LLC | 3.36% | Reduce -7.4% | 499,573 | $23.5M |
| Baker Avenue Asset Management, LP | 0.53% | Add +651.1% | 488,931 | $23.0M |
| St Germain D J Co. Inc. | 0.89% | Add +3.9% | 486,346 | $22.9M |
| US Bancorp \de | 0.03% | Reduce -0.8% | 474,605 | $22.3M |
| Savvy Advisors, Inc. | 0.72% | Add +44.4% | 470,520 | $22.2M |
| Zurich Insurance Group Ltd | 0.15% | No change | 467,648 | $22.0M |
| Diversify Advisory Services, LLC | 0.70% | Add +37.7% | 465,412 | $22.0M |
| Hamilton Capital, LLC | 1.07% | — | 454,796 | $21.4M |
| SeaBridge Investment Advisors LLC | 3.43% | Reduce -7.1% | 441,809 | $20.8M |
| Jaffetilchin Investment Partners, LLC | 1.21% | Add +1.8% | 440,664 | $20.7M |
| United Asset Strategies, Inc. | 1.51% | Add +2.8% | 415,274 | $19.6M |
| Proffitt & Goodson Inc. | 2.72% | Add +5.4% | 414,097 | $19.5M |
| RKL Wealth Management LLC | 1.58% | Add +3.6% | 409,756 | $19.3M |
| Alliancebernstein L.P. | 0.01% | Add +4.9% | 398,842 | $18.8M |
| Whitcomb & Hess, Inc. | 4.42% | Add +8.8% | 396,602 | $18.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.8% | 397,068 | $18.7M |
| Connecticut Wealth Management, LLC | 0.81% | Reduce -0.5% | 394,875 | $18.6M |
| Rialto Wealth Management, LLC | 4.37% | Add +57.0% | 387,799 | $18.3M |
| CreativeOne Wealth, LLC | 0.43% | Add +6.4% | 381,034 | $17.9M |
| Quantum Financial Advisors, LLC | 2.01% | Add +1.8% | 379,844 | $17.9M |
| Allworth Financial LP | 0.07% | Reduce -1.7% | 370,876 | $17.5M |
| 1607 Capital Partners, LLC | 1.19% | Reduce -20.9% | 370,155 | $17.4M |
| Clark Asset Management, LLC | 1.73% | Add +14.5% | 354,406 | $16.7M |
| Lido Advisors, LLC | 0.07% | New | 352,908 | $16.6M |
| Capital Insight Partners, LLC | 3.47% | Add +3.3% | 347,920 | $16.4M |
| Zevin Asset Management LLC | 2.18% | New | 345,206 | $16.3M |
| NewEdge Advisors, LLC | 0.06% | Add +4.2% | 337,542 | $15.9M |
| Windward Private Wealth Management Inc. | 5.39% | Reduce -0.2% | 330,748 | $15.6M |
| Sterling Investment Management, LLC | 8.70% | Add +0.6% | 325,874 | $15.3M |
| Vectors Research Management, LLC | 4.66% | Reduce -0.1% | 324,552 | $15.3M |
| Robinswood Financial LLC | 4.81% | Add +4.3% | 319,327 | $15.0M |
| Federated Hermes, Inc. | 0.03% | Add +25.3% | 318,620 | $15.0M |
| Family CFO Inc | 6.60% | Add +5.5% | 313,409 | $14.8M |
| Staley Capital Advisers Inc. | 0.61% | Reduce -1.8% | 313,225 | $14.7M |
| Alps Advisors Inc. | 0.09% | Add +31.4% | 313,063 | $14.7M |
| Betterment LLC | 0.03% | Add +3.6% | 312,948 | $14.7M |
| MA Private Wealth | 2.40% | Add +0.2% | 305,648 | $14.4M |
| First National Trust Co | 0.47% | Add +4.0% | 301,928 | $14.2M |
"% of holder's portfolio" is VMBS's weight in each manager's 13F, not the share of Vanguard Mortgage-Backed Sec the manager owns.