13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
VMBS

Vanguard Mortgage-Backed Secur

759 institutions still hold Vanguard Mortgage-Backed Secur as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92206c771·759 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.8%
vs prior quarter
13F value held
$9.5B
47.0% inst. owned
of float
Holders
759
-62 QoQ
filers reporting
Activity
+94 / −39
+932 added · −804 reduced
this quarter
Concentration
27.77%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

759 institutions reported VMBS in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 27.8% of the visible book. -62 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2.6B56.3M0.19%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1.3B27.3M0.34%Q1 202603
JPMORGAN CHASE & CO
CIK 0000019617
$1.2B24.8M0.07%Q1 202604
Bank of New York Mellon Corp
CIK 0001390777
$489M10.4M0.09%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$441M9.4M0.08%Q1 202606
ASSETMARK, INC
CIK 0001344551
$414M8.8M0.84%Q4 202507
STIFEL FINANCIAL CORP
CIK 0000720672
$408M8.7M0.38%Q1 202608
MATHER GROUP, LLC.
CIK 0001527641
$343M7.3M3.43%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$316M6.7M0.10%Q1 202610
LPL Financial LLC
CIK 0001403438
$296M6.3M0.08%Q1 202611
TD PRIVATE CLIENT WEALTH LLC
CIK 0001551017
$248M5.3M5.15%Q1 202612
UBS Group AG
CIK 0001610520
$248M5.3M0.04%Q1 202613
MORGAN STANLEY
CIK 0000895421
$248M5.3M0.01%Q1 202614
AMERIPRISE FINANCIAL INC
CIK 0000820027
$238M5.1M0.06%Q1 202615
LINCOLN NATIONAL CORP
CIK 0000059558
$178M3.8M5.15%Q1 202616
Clearstead Advisors, LLC
CIK 0000842775
$142M3.0M1.29%Q1 202617
Focus Partners Wealth
CIK 0001542153
$113M2.4M0.13%Q4 202518
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$112M2.4M0.02%Q1 202619
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$109M2.3M0.40%Q1 202620
ROYAL BANK OF CANADA
CIK 0001000275
$86M1.8M0.01%Q1 2026
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