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 674 institutions that hold shares in the stock, with a total of 394 Million shares, which have been reported (via 13F filing form) to have a value of $18.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
39,911
shares
|
$1.84 Million
3.43% of portfolio
|
Q4 2022
Added 27.02%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
38,975
shares
|
$1.8 Million
0.14% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Feb 20, 2025 Q4 2024 |
38,731
shares
|
$1.79 Million
1.12% of portfolio
|
Q4 2024
Added 111.19%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
38,635
shares
|
$1.79 Million
0.51% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
38,494
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
38,415
shares
|
$1.78 Million
0.05% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Feb 26, 2025 Q4 2024 |
37,631
shares
|
$1.74 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
37,546
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
37,350
shares
|
$1.73 Million
0.1% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
36,677
shares
|
$1.7 Million
1.13% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
36,326
shares
|
$1.68 Million
0.05% of portfolio
|
Q4 2024
Reduced 32.8%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
36,322
shares
|
$1.68 Million
0.13% of portfolio
|
Q4 2024
Added 59.19%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
34,448
shares
|
$1.59 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
34,253
shares
|
$1.58 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
34,193
shares
|
$1.58 Million
0.2% of portfolio
|
Q4 2024
Reduced 43.74%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
32,602
shares
|
$1.51 Million
0.63% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
31,663
shares
|
$1.46 Million
0.04% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
31,536
shares
|
$1.46 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
31,196
shares
|
$1.44 Million
0.8% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
31,161
shares
|
$1.44 Million
0.1% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
30,270
shares
|
$1.4 Million
0.38% of portfolio
|
Q4 2024
Added 489.25%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
30,087
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2025 Q4 2024 |
30,007
shares
|
$1.39 Million
1.13% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
29,986
shares
|
$1.39 Million
0.02% of portfolio
|
Q4 2024
Reduced 18.64%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
29,892
shares
|
$1.38 Million
0.42% of portfolio
|
Q4 2024
Reduced 17.1%
|