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 631 institutions that hold shares in the stock, with a total of 343 Million shares, which have been reported (via 13F filing form) to have a value of $15.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
63
shares
|
$2,855
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
63
shares
|
$2,855
0.0% of portfolio
|
Q3 2024
Reduced 29.21%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
60
shares
|
$2,719
0.0% of portfolio
|
Q4 2022
Reduced 97.01%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
55
shares
|
$2,492
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
54
shares
|
$2,447
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
46
shares
|
$2,084
0.0% of portfolio
|
Q1 2024
Reduced 51.58%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
37
shares
|
$1,676
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
36
shares
|
$1,631
0.0% of portfolio
|
Q3 2024
Reduced 91.41%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
32
shares
|
$1,450
0.0% of portfolio
|
Q3 2024
Reduced 59.49%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
30
shares
|
$1,359
0.0% of portfolio
|
Q3 2024
Added 275.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
24
shares
|
$1,087
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
22
shares
|
$997
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
21
shares
|
$951
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
20
shares
|
$906
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
18
shares
|
$815
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
13
shares
|
$589
0.0% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
13
shares
|
$589
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
8
shares
|
$362
0.03% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
7
shares
|
$317
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
7
shares
|
$317
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
7
shares
|
$317
0.0% of portfolio
|
Q4 2024
Reduced 83.33%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
6
shares
|
$271
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
4
shares
|
$181
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
2
shares
|
$90
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1
shares
|
$45
0.0% of portfolio
|
Q3 2023
New holding
|