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 |
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
353,531
shares
|
$16.4 Million
1.54% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
349,085
shares
|
$16.2 Million
1.07% of portfolio
|
Q1 2025
Added 24.22%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
336,925
shares
|
$15.6 Million
0.1% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
332,871
shares
|
$15.4 Million
0.5% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
330,999
shares
|
$15.3 Million
1.39% of portfolio
|
Q4 2024
Added 24.18%
|
|
|
Whitcomb & Hess, Inc.
|
Apr 08, 2025 Q1 2025 |
326,005
shares
|
$15.1 Million
4.92% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
323,700
shares
|
$15 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Windward Private Wealth Management Inc.
|
May 08, 2025 Q1 2025 |
321,309
shares
|
$14.9 Million
5.81% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
316,604
shares
|
$14.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 15.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
311,494
shares
|
$14.4 Million
0.09% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
309,160
shares
|
$14.3 Million
1.07% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
303,507
shares
|
$14.1 Million
0.09% of portfolio
|
Q1 2025
Added 21.36%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
302,864
shares
|
$14 Million
2.42% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
298,221
shares
|
$13.8 Million
4.84% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
289,193
shares
|
$13.4 Million
0.18% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
286,100
shares
|
$13.3 Million
0.54% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
282,711
shares
|
$13.1 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
272,759
shares
|
$12.6 Million
0.03% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
260,696
shares
|
$12.1 Million
2.68% of portfolio
|
Q1 2025
Added 35.79%
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
260,032
shares
|
$12 Million
4.19% of portfolio
|
Q1 2025
Added 31.15%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
259,099
shares
|
$12 Million
2.72% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
258,422
shares
|
$12 Million
2.01% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Apr 28, 2025 Q1 2025 |
249,288
shares
|
$11.5 Million
2.3% of portfolio
|
Q1 2025
Added 15.76%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
249,113
shares
|
$11.5 Million
1.49% of portfolio
|
Q1 2025
Added 19.74%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
244,375
shares
|
$11.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 29.34%
|