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 670 institutions that hold shares in the stock, with a total of 387 Million shares, which have been reported (via 13F filing form) to have a value of $17.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,184,156
shares
|
$54.9 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
1,183,604
shares
|
$54.8 Million
4.65% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,168,797
shares
|
$54.1 Million
0.11% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,120,199
shares
|
$51.9 Million
4.41% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,009,656
shares
|
$46.8 Million
0.1% of portfolio
|
Q1 2025
Added 19.97%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
943,031
shares
|
$43.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
938,164
shares
|
$43.5 Million
2.37% of portfolio
|
Q4 2024
Reduced 57.7%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
894,980
shares
|
$41.5 Million
0.4% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
887,248
shares
|
$41.1 Million
7.55% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
872,878
shares
|
$40.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
870,000
shares
|
$40.3 Million
0.02% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
860,651
shares
|
$39.9 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
837,896
shares
|
$38.8 Million
0.05% of portfolio
|
Q4 2024
Added 19.14%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
820,982
shares
|
$38 Million
5.18% of portfolio
|
Q1 2025
Added 33.39%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
818,800
shares
|
$37.9 Million
0.04% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
816,552
shares
|
$37.8 Million
0.11% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
775,541
shares
|
$35.9 Million
1.38% of portfolio
|
Q4 2024
Added 19.53%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
754,863
shares
|
$35 Million
0.07% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Evergreen Advisors, LLC
|
May 07, 2025 Q1 2025 |
644,467
shares
|
$29.9 Million
8.29% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
632,629
shares
|
$29.3 Million
1.67% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
627,716
shares
|
$29.1 Million
0.47% of portfolio
|
Q4 2023
Reduced 6.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
620,518
shares
|
$28.7 Million
0.04% of portfolio
|
Q3 2024
Added 11.83%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
593,385
shares
|
$27.5 Million
5.19% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
591,635
shares
|
$27.4 Million
0.4% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
570,439
shares
|
$26.4 Million
6.36% of portfolio
|
Q1 2025
Added 2.43%
|