13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
VMBS

VANGUARD MORTGAGE-BACKED SEC

760 institutions still hold VANGUARD MORTGAGE-BACKED SEC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92206C771·Exchange Traded Fund·760 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$9.9B
visible holders
Holders
760
filers reporting
Concentration
27.74%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

760 institutions reported VMBS in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 27.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2.8B58.9M0.18%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1.3B28.3M0.31%Q2 202603
JPMORGAN CHASE & CO
CIK 0000019617
$1.2B26.5M0.07%Q2 202604
Bank of New York Mellon Corp
CIK 0001390777
$496M10.6M0.08%Q2 202605
STIFEL FINANCIAL CORP
CIK 0000720672
$478M10.2M0.40%Q2 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$456M9.7M0.07%Q2 202607
ASSETMARK, INC
CIK 0001344551
$412M8.8M0.71%Q2 202608
MATHER GROUP, LLC.
CIK 0001527641
$398M8.5M3.47%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$323M6.9M0.09%Q2 202610
LPL Financial LLC
CIK 0001403438
$295M6.3M0.07%Q2 202611
TD PRIVATE CLIENT WEALTH LLC
CIK 0001551017
$267M5.7M4.90%Q2 202612
MORGAN STANLEY
CIK 0000895421
$257M5.5M0.01%Q2 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$239M5.1M0.05%Q2 202614
UBS Group AG
CIK 0001610520
$226M4.8M0.03%Q2 202615
LINCOLN NATIONAL CORP
CIK 0000059558
$182M3.9M4.65%Q2 202616
Clearstead Advisors, LLC
CIK 0000842775
$147M3.1M1.39%Q2 202617
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$117M2.5M0.02%Q2 202618
Focus Partners Wealth
CIK 0001542153
$113M2.4M0.12%Q2 202619
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$111M2.4M0.36%Q2 202620
GOLDMAN SACHS GROUP INC
CIK 0000886982
$101M2.2M0.01%Q2 2026
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