VANGUARD MORTGAGE-BACKED SEC (VMBS) Institutional Ownership Changes & 13F Activity

VANGUARD MORTGAGE-BACKED SEC (VMBS) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, Matrix Private Capital Group, and Bares Capital Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2026Sequoia Financial AdvisorsBuy96570,501$3,300,156
Q1 2026Sequoia Financial AdvisorsSell-4,18069,536$3,264,694
Q4 2025Sequoia Financial AdvisorsSell-4,99573,716$3,470,544
Q3 2025Sequoia Financial AdvisorsSell-8,34278,711$3,696,270
Q2 2025Sequoia Financial AdvisorsSell-68,52487,053$4,034,059
Q1 2025Sequoia Financial AdvisorsSell-42,594155,577$7,204,772
Q4 2024Sequoia Financial AdvisorsBuy125,449198,171$8,985,069
Q3 2024Sequoia Financial AdvisorsSell-3,89972,722$3,433,222
Q2 2024Sequoia Financial AdvisorsSell-458,44676,621$3,478,612
Q1 2024Sequoia Financial AdvisorsBuy50,905535,067$24,404,401
Q4 2023Sequoia Financial AdvisorsBuy46,727484,162$22,445,760
Q3 2023Sequoia Financial AdvisorsBuy40,111437,435$19,150,896
Q2 2023Sequoia Financial AdvisorsBuy46,998397,324$18,272,953
Q1 2023Sequoia Financial AdvisorsBuy31,988350,326$16,307,696
Q4 2022Sequoia Financial AdvisorsBuy13,634318,338$14,490,731
Q3 2022Sequoia Financial AdvisorsSell-5,431304,704$13,739
Q2 2022Renaissance Technologies LLCSell-127,55994,041$4,496
Q2 2022Sequoia Financial AdvisorsBuy7,233310,135$14,828
Q1 2022Renaissance Technologies LLCSell-40,600221,600$11,102
Q1 2022Sequoia Financial AdvisorsBuy39,265302,902$15,175
Q4 2021Sequoia Financial AdvisorsBuy221,099263,637$13,931
Q3 2021Sequoia Financial AdvisorsSell-175,34642,538$2,267
Q2 2021Sequoia Financial AdvisorsBuy10,646217,884$11,628
Q1 2021Sequoia Financial AdvisorsBuy40,388207,238$11,060
Q4 2020Renaissance Technologies LLCBuy165,900262,200$14,177
Q4 2020Sequoia Financial AdvisorsBuy46,324166,850$9,022
Q3 2020Sequoia Financial AdvisorsBuy120,526120,526$6,541
Q3 2020Renaissance Technologies LLCBuy78,50096,300$5,226
Q2 2020Renaissance Technologies LLCSell-115,20617,800$968
Q2 2020Sequoia Financial AdvisorsSell-36,7290$2,855

Frequently asked questions about VMBS activity

  • Which institutional owners are buying VMBS?

    Institutional owners buying VMBS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in VMBS activity?

    "Buy" means an investor increased their reported position in VMBS compared to the prior reporting period. This reflects growing exposure to VANGUARD MORTGAGE-BACKED SEC (VMBS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in VMBS increasing?

    Institutional interest in VMBS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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