Who owns Vanguard Mortgage-Backed Securities ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VMBS from SEC Form 13F filings across 720 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 720 institutions disclosed 299.4M shares of Vanguard Mortgage-Backed Securities ETF worth $14.02B — about 79.5% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
720
13F holders
$14.02B
value, 2026 filers
79.5%
of shares outstanding (299.4M sh)
74
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of VMBS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 58.9M | $2.76B | 0.2% | 15.6% | +4.7% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 28.3M | $1.32B | 0.3% | 7.5% | +3.4% |
| 3 | JPMORGAN CHASE & CO | 26.5M | $1.25B | 0.1% | 7% | +6.6% |
| 4 | Bank of New York Mellon Corp | 10.6M | $496.4M | 0.1% | 2.8% | +1.8% |
| 5 | STIFEL FINANCIAL CORP | 10.2M | $478.2M | 0.4% | 2.7% | +17.5% |
| 6 | WELLS FARGO & COMPANY/MN | 9.7M | $456.2M | 0.1% | 2.6% | +3.8% |
| 7 | ASSETMARK, INC | 8.8M | $412.1M | 0.7% | 2.3% | -0.5% |
| 8 | MATHER GROUP, LLC. | 8.5M | $397.9M | 3.5% | 2.3% | +16.2% |
| 9 | RAYMOND JAMES FINANCIAL INC | 6.9M | $323.2M | 0.1% | 1.8% | +2.5% |
| 10 | LPL Financial LLC | 6.3M | $294.7M | 0.1% | 1.7% | -0.3% |
| 11 | TD PRIVATE CLIENT WEALTH LLC | 5.7M | $266.5M | 4.9% | 1.5% | +7.6% |
| 12 | MORGAN STANLEY | 5.5M | $257.1M | 0.0% | 1.5% | +4.0% |
| 13 | AMERIPRISE FINANCIAL INC | 5.1M | $239.0M | 0.0% | 1.4% | +0.7% |
| 14 | UBS Group AG | 4.8M | $226.3M | 0.0% | 1.3% | -8.5% |
| 15 | LINCOLN NATIONAL CORP | 3.9M | $181.7M | 4.6% | 1% | +2.4% |
| 16 | Clearstead Advisors, LLC | 3.1M | $147.2M | 1.4% | 0.8% | +4.2% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.5M | $117.0M | 0.0% | 0.7% | +4.5% |
| 18 | Focus Partners Wealth | 2.4M | $113.4M | 0.1% | 0.6% | -4.0% |
| 19 | KEYBANK NATIONAL ASSOCIATION/OH | 2.4M | $110.6M | 0.4% | 0.6% | +1.8% |
| 20 | GOLDMAN SACHS GROUP INC | 2.2M | $101.4M | 0.0% | 0.6% | +813.2% |
| 21 | ROYAL BANK OF CANADA | 1.9M | $88.3M | 0.0% | 0.5% | +3.4% |
| 22 | Valmark Advisers, Inc. | 1.8M | $83.3M | 0.9% | 0.5% | +11.8% |
| 23 | Alesco Advisors, LLC, An ESL Co | 1.7M | $79.7M | 1.8% | 0.5% | +6.7% |
| 24 | Merit Financial Group, LLC | 1.6M | $75.8M | 0.5% | 0.4% | +19.3% |
| 25 | Ally Invest Advisors Inc. | 1.5M | $71.2M | 4.3% | 0.4% | +4.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.