VANGUARD MORTGAGE-BACKED SEC (VMBS) Institutional Shareholders
VANGUARD MORTGAGE-BACKED SEC (VMBS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $13.81B in VMBS holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of VMBS tracked by InsiderSet, reporting ownership valued at approximately $2.76B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.68B, representing an estimated loss of -2.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed VMBS value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Envestnet Asset Management Inc, Jpmorgan Chase & Co, and several other long-term asset managers with concentrated positions in VANGUARD MORTGAGE-BACKED SEC (VMBS).
This page ranks the largest institutional VMBS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
704
Total Reported Value
$13.81B
Largest Holder
Bank Of America Corp
Largest Position
$2.76B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
2
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.18% | 58,928,194 | $2,758,428,749 | $2,681,232,827 | -$77,195,922 | -2.80% | |
| Envestnet Asset Management Inc | 0.31% | 28,250,812 | $1,322,420,496 | $1,285,411,946 | -$37,008,550 | -2.80% | |
| Jpmorgan Chase & Co | 0.07% | 26,485,779 | $1,245,096,503 | $1,205,102,945 | -$39,993,559 | -3.21% | |
| Bank Of New York Mellon Corp | 0.08% | 10,605,591 | $496,447,715 | $482,554,391 | -$13,893,325 | -2.80% | |
| Stifel Financial Corp | 0.40% | 10,216,170 | $478,219,104 | $464,835,735 | -$13,383,369 | -2.80% | |
| Wells Fargo & Company/Mn | 0.08% | 9,746,512 | $456,234,204 | $443,466,296 | -$12,767,908 | -2.80% | |
| Assetmark, Inc | 0.71% | 8,804,599 | $412,143,258 | $400,609,255 | -$11,534,004 | -2.80% | |
| Mather Group, Llc. | 3.47% | 8,499,381 | $397,856,035 | $386,721,836 | -$11,134,200 | -2.80% | |
| Raymond James Financial Inc | 0.09% | 6,905,111 | $323,228,226 | $314,182,551 | -$9,045,676 | -2.80% | |
| Lpl Financial Llc | 0.07% | 6,295,640 | $294,698,856 | $286,451,620 | -$8,247,236 | -2.80% | |
| Td Private Client Wealth Llc | 4.90% | 5,693,728 | $266,523,424 | $259,064,624 | -$7,458,800 | -2.80% | |
| Morgan Stanley | 0.01% | 5,492,517 | $257,104,781 | $249,909,524 | -$7,195,258 | -2.80% | |
| Ameriprise Financial Inc | 0.05% | 5,108,101 | $239,012,242 | $232,418,596 | -$6,593,647 | -2.76% | |
| Ubs Group Ag | 0.04% | 4,833,728 | $226,266,807 | $219,934,624 | -$6,332,183 | -2.80% | |
| Lincoln National Corp | 4.65% | 3,880,622 | $181,651,916 | $176,568,301 | -$5,083,615 | -2.80% | |
| Clearstead Advisors, Llc | 1.39% | 3,144,439 | $147,191,139 | $143,071,975 | -$4,119,165 | -2.80% | |
| Charles Schwab Investment Management Inc | 0.02% | 2,500,178 | $117,033,332 | $113,758,099 | -$3,275,233 | -2.80% | |
| Focus Partners Wealth | 0.12% | 2,422,537 | $113,398,989 | $110,225,434 | -$3,173,556 | -2.80% | |
| Keybank National Association/Oh | 0.36% | 2,362,938 | $110,609,140 | $107,513,679 | -$3,095,461 | -2.80% | |
| Goldman Sachs Group Inc | 0.01% | 2,166,152 | $101,397,575 | $98,559,916 | -$2,837,659 | -2.80% | |
| Royal Bank Of Canada | 0.01% | 1,886,157 | $88,293,000 | $85,820,144 | -$2,472,857 | -2.80% | |
| Valmark Advisers, Inc. | 0.88% | 1,779,883 | $83,316,344 | $80,984,677 | -$2,331,668 | -2.80% | |
| Alesco Advisors, Llc, An Esl Co | 1.83% | 1,703,018 | $79,718,264 | $77,487,319 | -$2,230,945 | -2.80% | |
| Merit Financial Group, Llc | 0.47% | 1,619,728 | $75,819,443 | $73,697,624 | -$2,121,819 | -2.80% | |
| Ally Invest Advisors Inc. | 4.30% | 1,520,621 | $71,179,921 | $69,188,256 | -$1,991,666 | -2.80% | |
| Castleark Management Llc | 1.88% | 1,487,800 | $69,643,918 | $67,694,900 | -$1,949,018 | -2.80% | |
| First Interstate Bank | 3.59% | 1,467,793 | $68,707,390 | $66,784,582 | -$1,922,809 | -2.80% | |
| Financial Engines Advisors L.L.C. | 0.12% | 1,399,365 | $65,504,277 | $63,671,108 | -$1,833,170 | -2.80% | |
| Angeles Investment Advisors, Llc | 4.37% | 1,385,500 | $65,049,225 | $63,040,250 | -$2,008,975 | -3.09% | |
| Cetera Investment Advisers | 0.06% | 1,300,292 | $60,866,617 | $59,163,286 | -$1,703,331 | -2.80% | |
| Ep Wealth Advisors, Llc | 0.21% | 1,148,037 | $53,739,626 | $52,235,684 | -$1,503,943 | -2.80% | |
| Cantor Fitzgerald Investment Advisors L.P. | 3.43% | 1,087,794 | $50,919,640 | $49,494,627 | -$1,425,013 | -2.80% | |
| Garde Capital, Inc. | 2.14% | 1,020,835 | $47,785,265 | $46,447,993 | -$1,337,273 | -2.80% | |
| Janney Montgomery Scott Llc | 0.09% | 1,012,323 | $47,387,000 | $46,060,697 | -$1,326,304 | -2.80% | |
| Northrock Partners, Llc | 0.66% | 970,465 | $45,427,459 | $44,156,158 | -$1,271,302 | -2.80% | |
| Bell Bank | 1.73% | 967,430 | $45,285,398 | $44,018,065 | -$1,267,333 | -2.80% | |
| Bank Of Hawaii | 2.16% | 936,753 | $43,849,412 | $42,622,262 | -$1,227,151 | -2.80% | |
| Osaic Holdings, Inc. | 0.05% | 914,540 | $42,826,297 | $41,611,570 | -$1,214,727 | -2.84% | |
| Sofi Wealth, Llc | 1.63% | 867,101 | $40,589,013 | $39,453,096 | -$1,135,918 | -2.80% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.01% | 857,138 | $40,242,629 | $38,999,779 | -$1,242,850 | -3.09% | |
| Diversify Advisory Services, Llc | 0.67% | 867,745 | $40,159,255 | $39,482,398 | -$676,858 | -1.69% | |
| Diversify Wealth Management, Llc | 0.67% | 867,745 | $40,159,255 | $39,482,398 | -$676,858 | -1.69% | |
| Manning & Napier Advisors Llc | 0.50% | 836,947 | $39,344,892 | $38,081,089 | -$1,263,804 | -3.21% | |
| Wealth Enhancement Advisory Services, Llc | 0.07% | 840,336 | $39,025,188 | $38,235,288 | -$789,900 | -2.02% | |
| Truist Financial Corp | 0.05% | 822,300 | $38,491,875 | $37,414,650 | -$1,077,225 | -2.80% | |
| 1832 Asset Management L.P. | 0.05% | 821,240 | $38,442,244 | $37,366,420 | -$1,075,824 | -2.80% | |
| Rockefeller Capital Management L.P. | 0.06% | 816,589 | $38,224,558 | $37,154,800 | -$1,069,759 | -2.80% | |
| Orion Porfolio Solutions, Llc | 0.29% | 807,948 | $37,820,072 | $36,761,634 | -$1,058,438 | -2.80% | |
| Envestnet Portfolio Solutions, Inc. | 0.17% | 742,284 | $34,746,302 | $33,773,922 | -$972,380 | -2.80% | |
| Goodman Financial Corp | 5.30% | 732,842 | $34,304,334 | $33,344,311 | -$960,023 | -2.80% |
Frequently asked questions about VMBS
Who owns the most VMBS stock?
The largest holders of VMBS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD MORTGAGE-BACKED SEC (VMBS).
Is VMBS widely held by superinvestors?
Many widely followed stocks like VMBS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VMBS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.