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 669 institutions that hold shares in the stock, with a total of 388 Million shares, which have been reported (via 13F filing form) to have a value of $18 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 |
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
545,827
shares
|
$25.3 Million
2.2% of portfolio
|
Q1 2025
Added 5358.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
542,732
shares
|
$25.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
537,799
shares
|
$24.9 Million
10.18% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
534,622
shares
|
$24.8 Million
0.04% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
528,522
shares
|
$24.5 Million
0.25% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
527,883
shares
|
$24.5 Million
0.38% of portfolio
|
Q1 2025
Added 40.59%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
527,755
shares
|
$24.4 Million
0.83% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Intelligence Driven Advisers, LLC
|
Apr 25, 2025 Q1 2025 |
508,149
shares
|
$23.5 Million
4.57% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
483,774
shares
|
$22.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
481,620
shares
|
$22.3 Million
0.03% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
480,930
shares
|
$22.3 Million
1.09% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
477,375
shares
|
$22.1 Million
0.25% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
468,971
shares
|
$21.7 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Feb 14, 2025 Q4 2024 |
467,648
shares
|
$21.7 Million
0.18% of portfolio
|
Q4 2021
Added 58.25%
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
462,997
shares
|
$21.4 Million
1.16% of portfolio
|
Q1 2025
Added 95.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
451,084
shares
|
$20.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 40.4%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
428,257
shares
|
$19.8 Million
5.59% of portfolio
|
Q1 2023
Added 14.63%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
415,055
shares
|
$19.2 Million
1.52% of portfolio
|
Q4 2024
Added 80.83%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
411,565
shares
|
$19.1 Million
0.75% of portfolio
|
Q1 2025
Reduced 17.48%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
405,090
shares
|
$18.8 Million
1.39% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
394,987
shares
|
$18.3 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
385,029
shares
|
$17.8 Million
0.03% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
378,170
shares
|
$17.5 Million
3.09% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
370,263
shares
|
$17.2 Million
2.83% of portfolio
|
Q1 2025
Added 18.59%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
364,825
shares
|
$16.9 Million
4.06% of portfolio
|
Q1 2025
Added 5.13%
|