Who Owns MFC Vanguard Mortgage-Backed Sec (VMBS)? -- Institutional Holders (2026-06-30)

774 institutions reported holding $14.13B of MFC Vanguard Mortgage-Backed Sec (VMBS) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($2.76B), ENVESTNET ASSET MANAGEMENT INC ($1.32B), JPMORGAN CHASE & CO ($1.25B), Bank of New York Mellon Corp ($496.4M), STIFEL FINANCIAL CORP ($478.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$2.76B	58.9M	Added
2	ENVESTNET ASSET MANAGEMENT INC	$1.32B	28.3M	Added
3	JPMORGAN CHASE & CO	$1.25B	26.5M	Added
4	Bank of New York Mellon Corp	$496.4M	10.6M	Added
5	STIFEL FINANCIAL CORP	$478.2M	10.2M	Added
6	WELLS FARGO & COMPANY/MN	$456.2M	9.7M	Added
7	ASSETMARK, INC	$412.1M	8.8M	Trimmed
8	MATHER GROUP, LLC.	$397.9M	8.5M	Added
9	RAYMOND JAMES FINANCIAL INC	$323.2M	6.9M	Added
10	LPL Financial LLC	$294.7M	6.3M	Trimmed
11	TD PRIVATE CLIENT WEALTH LLC	$266.5M	5.7M	Added
12	MORGAN STANLEY	$257.1M	5.5M	Added
13	AMERIPRISE FINANCIAL INC	$239.0M	5.1M	Added
14	UBS Group AG	$226.3M	4.8M	Trimmed
15	LINCOLN NATIONAL CORP	$181.7M	3.9M	Added
16	Clearstead Advisors, LLC	$147.2M	3.1M	Added
17	Sixth Street Partners Management Company, L.P.	$117.0M	2.5M	New
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$117.0M	2.5M	Added
19	Focus Partners Wealth	$113.4M	2.4M	Trimmed
20	KEYBANK NATIONAL ASSOCIATION/OH	$110.6M	2.4M	Added
21	GOLDMAN SACHS GROUP INC	$101.4M	2.2M	Added
22	Royal Bank of Canada	$88.3M	1.9M	Added
23	Valmark Advisers, Inc.	$83.3M	1.8M	Added
24	Alesco Advisors LLC	$79.7M	1.7M	Added
25	Merit Financial Group, LLC	$75.8M	1.6M	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30