Skip to main content
Equibles
VMBS logo

VMBS · VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND ETF

Alerts for VMBS

Use VMBS with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$45.92 -0.01 (-0.02%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 7
Total Value: $21,048,769
Total Shares: 449,664

Institutional Ownership Trend

23 quarters

Holder Concentration

Across 7 13F filers · Δ vs Mar 31, 2026
Top Holder
58.9%
Dec 2022 → Jun 2026 · range 37.7% – 100.0%
−38.3 pts
Top 5
99.9%
Dec 2022 → Jun 2026 · range 67.9% – 100.0%
−0.1 pts
Top 10
100.0%
Dec 2022 → Jun 2026 · range 76.0% – 100.0%
0.0 pts
HHI
4,214
Dec 2022 → Jun 2026 · range 1,836 – 10,000
Highly concentrated−5,249

Quarterly Activity

vs Mar 31, 2026
New
5
Increased
1
Decreased
1
Sold Out
0
Unchanged
0
Holder count: +5
Institutional value: +405.4%
Shares held: +406.9%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
TUCKER ASSET MANAGEMENT LLC +14 2,463

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Cornerstone Financial Management LLC −1,808 84,458

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
1607 Capital Partners, LLC 265,040 $12,406,522
Alternative Investment Advisors, LLC. 87,940 $4,116,471
Corient Private Wealth LLC 9,346 $437,486
Parkside Financial Bank & Trust 362 $16,945
BROWN, LISLE/CUMMINGS, INC. 55 $2,574

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 5 Increased 1 Reduced 1 Sold out 0 Unchanged 0
Showing 7 of 7
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
1607 Capital Partners, LLC VMBS $12,406,522 58.94% 265,040
Alternative Investment Advisors, LLC. VMBS $4,116,471 19.56% 87,940
Cornerstone Financial Management LLC VMBS $3,953,478 18.78% 84,458
Corient Private Wealth LLC VMBS $437,486 2.08% 9,346
TUCKER ASSET MANAGEMENT LLC VMBS $115,293 0.55% 2,463
Parkside Financial Bank & Trust VMBS $16,945 0.08% 362
BROWN, LISLE/CUMMINGS, INC. VMBS $2,574 0.01% 55