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 710 institutions that hold shares in the stock, with a total of 288 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
15,979
shares
|
$750,373
0.4% of portfolio
|
Q4 2023
Added 8.39%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
15,677
shares
|
$736,191
0.08% of portfolio
|
Q3 2025
Added 12.71%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 05, 2025 Q3 2025 |
15,626
shares
|
$733,796
1.24% of portfolio
|
Q3 2025
Added 88.88%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
15,501
shares
|
$727,926
0.03% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
15,463
shares
|
$726,142
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
15,393
shares
|
$722,855
0.61% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
15,298
shares
|
$718,394
0.1% of portfolio
|
Q3 2025
Reduced 14.86%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
15,288
shares
|
$717,924
0.06% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
15,029
shares
|
$705,761
0.01% of portfolio
|
Q3 2025
Reduced 14.92%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
14,990
shares
|
$703,930
0.21% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
14,942
shares
|
$701,676
0.6% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Bard Associates Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
14,872
shares
|
$698,389
0.21% of portfolio
|
Q3 2025
Reduced 63.62%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
14,748
shares
|
$692,566
0.02% of portfolio
|
Q3 2025
Added 58.91%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
14,215
shares
|
$667,536
0.04% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Oct 27, 2025 Q3 2025 |
14,091
shares
|
$661,713
1.04% of portfolio
|
Q3 2025
Added 22.72%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
14,057
shares
|
$660,116
2.55% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
13,923
shares
|
$653,824
0.42% of portfolio
|
Q1 2023
Reduced 11.88%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
13,830
shares
|
$649,456
0.27% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
13,717
shares
|
$644,150
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
13,702
shares
|
$643,445
0.03% of portfolio
|
Q3 2025
Added 13.1%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
13,621
shares
|
$639,642
0.02% of portfolio
|
Q3 2025
Reduced 8.35%
|
|
|
Surience Private Wealth LLC
|
Oct 09, 2025 Q3 2025 |
13,490
shares
|
$633,490
0.61% of portfolio
|
Q3 2025
Reduced 79.79%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
13,478
shares
|
$632,926
0.49% of portfolio
|
Q3 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
13,436
shares
|
$630,954
0.01% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
13,350
shares
|
$626,916
0.22% of portfolio
|
Q3 2025
Added 7.89%
|
|