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 |
|---|---|---|---|---|---|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
1,345
shares
|
$62,165
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,325
shares
|
$61,241
0.0% of portfolio
|
Q4 2024
Reduced 38.03%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
1,313
shares
|
$60,686
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,299
shares
|
$60,039
0.0% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,110
shares
|
$51,304
0.0% of portfolio
|
Q4 2024
Added 276.27%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,089
shares
|
$50,333
0.01% of portfolio
|
Q4 2024
Reduced 39.7%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,052
shares
|
$48,623
0.0% of portfolio
|
Q4 2024
Added 264.01%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,040
shares
|
$48,068
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
1,028
shares
|
$47,514
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,000
shares
|
$46,220
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
984
shares
|
$45,480
0.01% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
882
shares
|
$40,766
0.0% of portfolio
|
Q4 2024
Added 31.05%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
882
shares
|
$40,766
0.03% of portfolio
|
Q2 2022
Reduced 76.84%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
869
shares
|
$40,165
0.03% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
850
shares
|
$39,287
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
818
shares
|
$37,807
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
812
shares
|
$37,530
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
744
shares
|
$34,387
0.01% of portfolio
|
Q1 2024
Added 7.2%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
742
shares
|
$34,295
0.01% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
736
shares
|
$34,017
0.01% of portfolio
|
Q2 2024
Added 59.65%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
640
shares
|
$29,580
0.01% of portfolio
|
Q3 2024
Reduced 48.92%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
565
shares
|
$26,114
0.0% of portfolio
|
Q2 2024
Added 3666.67%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
554
shares
|
$25,605
0.01% of portfolio
|
Q1 2024
Reduced 4.97%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
551
shares
|
$25,467
0.02% of portfolio
|
Q4 2024
Added 519.1%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
551
shares
|
$25,467
0.02% of portfolio
|
Q4 2024
Added 519.1%
|