VANGUARD MORTGAGE-BACKED SEC VMBS
$46.61
+0.1% 52w: $43.95 – $47.20
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data43.9545.5847.20
Jun 20, 2025 Jul 2, 2026
Institutional holders
705
+15 QoQ
13F value
$13.35B
+3.0% QoQ
Smart-money holders
8
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$292K calls / — puts
Institutional value by quarter
Number of holders
Who owns VMBS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 56.3M | $2.64B | 0.2% | -5.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 27.3M | $1.28B | 0.3% | +22.0% |
| JPMORGAN CHASE & CO | Bank broker | 24.8M | $1.16B | 0.1% | +1.0% |
| Bank of New York Mellon Corp | Diversified mechanical | 10.4M | $489.2M | 0.1% | -0.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 9.4M | $440.7M | 0.1% | +4.2% |
| ASSETMARK, INC | Wealth advisor | 8.9M | $415.7M | 0.8% | +0.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 8.7M | $408.1M | 0.4% | +4.7% |
| MATHER GROUP, LLC. | Wealth advisor | 7.3M | $343.5M | 3.4% | +4.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 6.7M | $316.3M | 0.1% | +11.6% |
| LPL Financial LLC | Bank broker | 6.3M | $296.4M | 0.1% | +0.3% |
| TD PRIVATE CLIENT WEALTH LLC | Wealth advisor | 5.3M | $248.3M | 5.2% | +6.6% |
| UBS Group AG | Bank broker | 5.3M | $248.1M | 0.0% | +257.8% |
| MORGAN STANLEY | Bank broker | 5.3M | $248.1M | 0.0% | +3.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 5.1M | $238.2M | 0.1% | +2.8% |
| LINCOLN NATIONAL CORP | Wealth advisor | 3.8M | $178.0M | 5.2% | +1.1% |
| Clearstead Advisors, LLC | Wealth advisor | 3.0M | $141.7M | 1.3% | +9.8% |
| Focus Partners Wealth | Wealth advisor | 2.5M | $118.5M | 0.1% | +4.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 2.4M | $112.3M | 0.0% | -1.0% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 2.3M | $108.9M | 0.4% | +2.0% |
| ROYAL BANK OF CANADA | Bank broker | 1.8M | $85.6M | 0.0% | +7.6% |
| Alesco Advisors, LLC, An ESL Co | Wealth advisor | 1.6M | $75.0M | 1.9% | +4.5% |
| Valmark Advisers, Inc. | Wealth advisor | 1.6M | $74.7M | 0.9% | +2.5% |
| CASTLEARK MANAGEMENT LLC | Other | 1.5M | $69.9M | 2.3% | -12.8% |
| Ally Invest Advisors Inc. | Wealth advisor | 1.5M | $68.2M | 4.6% | +7.5% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 1.4M | $65.4M | 0.1% | -4.5% |
| Angeles Investment Advisors, LLC | Wealth advisor | 1.4M | $65.0M | 4.4% | -28.0% |
| First Interstate Bank | Wealth advisor | 1.4M | $64.8M | 3.6% | +3.3% |
| Merit Financial Group, LLC | Wealth advisor | 1.4M | $63.7M | 0.5% | +10.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.3M | $61.0M | 0.2% | +10.9% |
| HighTower Advisors, LLC | Diversified mechanical | 1.3M | $59.8M | 0.1% | +5.3% |
| Cetera Investment Advisers | Wealth advisor | 1.3M | $59.3M | 0.1% | +2.0% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | Other | 1.1M | $51.3M | 3.8% | +21.2% |
| Bell Investment Advisors, Inc | Wealth advisor | 1.1M | $49.4M | 7.7% | +1.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 971.7K | $45.6M | 0.1% | +5.6% |
| NorthRock Partners, LLC | Wealth advisor | 957.1K | $44.9M | 0.7% | -0.1% |
| First Financial Bankshares Inc ★2 | Fundamental diversified | 939.6K | $44.1M | 0.9% | -0.9% |
| BANK OF HAWAII | Wealth advisor | 926.6K | $43.5M | 2.3% | -7.2% |
| Bell Bank | Wealth advisor | 897.9K | $42.2M | 1.8% | +6.3% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 885.9K | $41.5M | 0.7% | +382.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 858.5K | $40.3M | 0.1% | +11.1% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 857.1K | $40.2M | 0.0% | +795.3% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 840.8K | $39.5M | 0.1% | +43.6% |
| SOFI WEALTH, LLC | Wealth advisor | 832.5K | $39.1M | 1.9% | +20.1% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 808.8K | $38.0M | 0.1% | +5.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 800.1K | $37.5M | 0.1% | -39.0% |
| 1832 Asset Management L.P. | Other | 792.5K | $37.2M | 0.0% | +2.1% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 723.0K | $33.9M | 0.2% | -80.7% |
| MANNING & NAPIER ADVISORS LLC | Other | 708.8K | $33.3M | 0.5% | -3.9% |
| Kestra Investment Management, LLC | Wealth advisor | 696.1K | $32.7M | 0.6% | +0.3% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 695.8K | $32.7M | 0.3% | +13.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.