Institutional Ownership Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS). We have compiled data on the 630 institutions that hold shares in the stock, with a total of 342 Million shares, which have been reported (via 13F filing form) to have a value of $15.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
120,664,879
shares
|
$5.4 Billion
1.11% of portfolio
|
Q3 2024
Reduced 14.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
68,993,600
shares
|
$3.09 Billion
0.27% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
19,875,748
shares
|
$890 Million
0.31% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
8,581,819
shares
|
$384 Million
0.03% of portfolio
|
Q3 2024
Added 26.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
7,994,827
shares
|
$358 Million
0.09% of portfolio
|
Q3 2024
Added 131.1%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
7,642,051
shares
|
$342 Million
1.03% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
5,627,553
shares
|
$252 Million
0.29% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
5,180,600
shares
|
$232 Million
0.11% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
4,467,810
shares
|
$200 Million
0.06% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,999,910
shares
|
$179 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
3,839,828
shares
|
$172 Million
0.65% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
3,617,442
shares
|
$162 Million
1.75% of portfolio
|
Q3 2024
Added 20.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,431,563
shares
|
$154 Million
0.1% of portfolio
|
Q3 2024
Added 102.55%
|
|
|
Lincoln National Corp
|
Oct 24, 2024 Q3 2024 |
3,267,933
shares
|
$146 Million
4.97% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
3,260,561
shares
|
$146 Million
4.43% of portfolio
|
Q3 2024
Added 13.09%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
2,218,030
shares
|
$99.3 Million
4.4% of portfolio
|
Q3 2024
Added 62.22%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
2,196,340
shares
|
$98.3 Million
0.41% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,036,034
shares
|
$91.2 Million
0.64% of portfolio
|
Q3 2024
Added 976.73%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,563,560
shares
|
$70 Million
4.45% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
1,430,096
shares
|
$64 Million
0.14% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,406,772
shares
|
$63 Million
0.01% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
1,337,866
shares
|
$59.9 Million
1.0% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,266,633
shares
|
$56.7 Million
0.12% of portfolio
|
Q4 2024
Added 63.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,249,644
shares
|
$55.9 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,126,204
shares
|
$50.4 Million
4.71% of portfolio
|
Q3 2024
Added 3.15%
|