VMBS Institutional Ownership & Shareholders
VANGUARD MORTGAGE-BACKED SEC (VMBS) is currently held by 697 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $13.71B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $2.69B, representing an estimated loss of -2.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% 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
697
Total Reported Value
$13.71B
Largest Holder
Bank Of America Corp
Largest Position
$2.76B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
23
Funds Exiting Positions
1
| 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 | $2,687,125,646 | -$71,303,103 | -2.58% | |
| Envestnet Asset Management Inc | 0.31% | 28,250,812 | $1,322,420,496 | $1,288,237,027 | -$34,183,469 | -2.58% | |
| Jpmorgan Chase & Co | 0.07% | 26,485,779 | $1,245,096,503 | $1,207,751,522 | -$37,344,981 | -3.00% | |
| Bank Of New York Mellon Corp | 0.08% | 10,605,591 | $496,447,715 | $483,614,950 | -$12,832,765 | -2.58% | |
| Stifel Financial Corp | 0.40% | 10,216,170 | $478,219,104 | $465,857,352 | -$12,361,752 | -2.58% | |
| Wells Fargo & Company/Mn | 0.08% | 9,746,512 | $456,234,204 | $444,440,947 | -$11,793,257 | -2.58% | |
| Mather Group, Llc. | 3.56% | 9,467,666 | $420,459,051 | $431,725,570 | +$11,266,519 | +2.68% | |
| Assetmark, Inc | 0.67% | 9,037,819 | $401,369,529 | $412,124,546 | +$10,755,017 | +2.68% | |
| Raymond James Financial Inc | 0.09% | 6,905,111 | $323,228,226 | $314,873,062 | -$8,355,164 | -2.58% | |
| Lpl Financial Llc | 0.07% | 6,295,640 | $294,698,856 | $287,081,184 | -$7,617,672 | -2.58% | |
| Td Private Client Wealth Llc | 4.80% | 5,992,091 | $266,108,754 | $273,239,350 | +$7,130,596 | +2.68% | |
| Morgan Stanley | 0.01% | 5,492,517 | $257,104,781 | $250,458,775 | -$6,646,006 | -2.58% | |
| Ameriprise Financial Inc | 0.05% | 5,108,101 | $239,012,242 | $232,929,406 | -$6,082,836 | -2.54% | |
| Ubs Group Ag | 0.04% | 4,833,728 | $226,266,807 | $220,417,997 | -$5,848,810 | -2.58% | |
| Lincoln National Corp | 4.65% | 3,880,622 | $181,651,916 | $176,956,363 | -$4,695,553 | -2.58% | |
| Clearstead Advisors, Llc | 1.39% | 3,144,439 | $147,191,139 | $143,386,418 | -$3,804,721 | -2.58% | |
| Charles Schwab Investment Management Inc | 0.02% | 2,500,178 | $117,033,332 | $114,008,117 | -$3,025,215 | -2.58% | |
| Focus Partners Wealth | 0.12% | 2,422,537 | $113,398,989 | $110,467,687 | -$2,931,302 | -2.58% | |
| Keybank National Association/Oh | 0.36% | 2,362,938 | $110,609,140 | $107,749,973 | -$2,859,167 | -2.58% | |
| Goldman Sachs Group Inc | 0.01% | 2,166,152 | $101,397,575 | $98,776,531 | -$2,621,044 | -2.58% | |
| Royal Bank Of Canada | 0.01% | 1,886,157 | $88,293,000 | $86,008,759 | -$2,284,241 | -2.59% | |
| Valmark Advisers, Inc. | 0.88% | 1,779,883 | $83,316,344 | $81,162,665 | -$2,153,679 | -2.58% | |
| Alesco Advisors, Llc, An Esl Co | 1.83% | 1,703,018 | $79,718,264 | $77,657,621 | -$2,060,643 | -2.58% | |
| Merit Financial Group, Llc | 0.47% | 1,619,728 | $75,819,443 | $73,859,597 | -$1,959,846 | -2.58% | |
| Ally Invest Advisors Inc. | 4.30% | 1,520,621 | $71,179,921 | $69,340,318 | -$1,839,603 | -2.58% | |
| Castleark Management Llc | 1.88% | 1,487,800 | $69,643,918 | $67,843,680 | -$1,800,238 | -2.58% | |
| First Interstate Bank | 3.51% | 1,483,366 | $65,876,284 | $67,641,490 | +$1,765,206 | +2.68% | |
| Financial Engines Advisors L.L.C. | 0.12% | 1,399,365 | $65,504,277 | $63,811,044 | -$1,693,233 | -2.58% | |
| Cetera Investment Advisers | 0.06% | 1,300,292 | $60,866,617 | $59,293,315 | -$1,573,302 | -2.58% | |
| Ep Wealth Advisors, Llc | 0.21% | 1,148,037 | $53,739,626 | $52,350,487 | -$1,389,139 | -2.58% | |
| Bell Investment Advisors, Inc | 7.17% | 1,104,218 | $49,038,332 | $50,352,341 | +$1,314,009 | +2.68% | |
| Janney Montgomery Scott Llc | 0.09% | 1,012,323 | $47,387,000 | $46,161,929 | -$1,225,071 | -2.59% | |
| Cantor Fitzgerald Investment Advisors L.P. | 2.61% | 1,064,853 | $47,290,142 | $48,557,297 | +$1,267,155 | +2.68% | |
| Bell Bank | 1.72% | 1,029,972 | $45,741,057 | $46,966,723 | +$1,225,666 | +2.68% | |
| Northrock Partners, Llc | 0.66% | 970,465 | $45,427,459 | $44,253,204 | -$1,174,255 | -2.58% | |
| Bank Of Hawaii | 2.16% | 936,753 | $43,849,412 | $42,715,937 | -$1,133,475 | -2.58% | |
| Osaic Holdings, Inc. | 0.05% | 914,540 | $42,826,297 | $41,703,024 | -$1,123,273 | -2.62% | |
| Angeles Investment Advisors, Llc | 2.55% | 950,270 | $42,201,491 | $43,332,312 | +$1,130,821 | +2.68% | |
| Truist Financial Corp | 0.05% | 906,930 | $40,276,749 | $41,356,008 | +$1,079,259 | +2.68% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.01% | 857,138 | $40,242,629 | $39,085,493 | -$1,157,136 | -2.88% | |
| Manning & Napier Advisors Llc | 0.50% | 836,947 | $39,344,892 | $38,164,783 | -$1,180,109 | -3.00% | |
| 1832 Asset Management L.P. | 0.05% | 821,240 | $38,442,244 | $37,448,544 | -$993,700 | -2.58% | |
| Rockefeller Capital Management L.P. | 0.06% | 816,589 | $38,224,558 | $37,236,458 | -$988,100 | -2.58% | |
| Orion Porfolio Solutions, Llc | 0.29% | 807,948 | $37,820,072 | $36,842,429 | -$977,643 | -2.58% | |
| Courier Capital Llc | 1.85% | 841,294 | $37,361,855 | $38,363,006 | +$1,001,151 | +2.68% | |
| Wealth Enhancement Advisory Services, Llc | 0.06% | 832,530 | $36,989,324 | $37,963,368 | +$974,044 | +2.63% | |
| Envestnet Portfolio Solutions, Inc. | 0.17% | 742,284 | $34,746,302 | $33,848,150 | -$898,152 | -2.58% | |
| Goodman Financial Corp | 5.30% | 732,842 | $34,304,334 | $33,417,595 | -$886,739 | -2.58% | |
| Diversify Advisory Services, Llc | 0.51% | 762,988 | $34,281,035 | $34,792,253 | +$511,218 | +1.49% | |
| Diversify Wealth Management, Llc | 0.51% | 762,988 | $34,281,035 | $34,792,253 | +$511,218 | +1.49% |
Frequently asked questions about VMBS
Who are the largest institutional holders of VMBS?
The largest institutional holders of VMBS reported in the latest SEC Form 13F filings include Bank Of America Corp, Envestnet Asset Management Inc, Jpmorgan Chase & Co, Bank Of New York Mellon Corp, and Stifel Financial Corp. InsiderSet ranks institutional holders by their latest reported VMBS position.
What is VMBS institutional ownership?
This page tracks VMBS positions reported by institutional investment managers through SEC Form 13F. VANGUARD MORTGAGE-BACKED SEC (VMBS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VMBS?
InsiderSet currently tracks 697 institutional managers reporting VMBS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VMBS shareholders.
How much VMBS stock do institutions own?
Institutional investment managers disclosed approximately $13.71B in VMBS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VMBS institutional ownership last updated?
The latest VMBS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VMBS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VMBS position after the reporting date.
Are institutions buying or selling VMBS?
Institutional buying and selling can be analyzed by comparing VMBS positions across consecutive 13F reporting periods. InsiderSet's VMBS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VMBS ownership changes.
How has VMBS institutional ownership changed over time?
InsiderSet tracks VMBS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.