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 |
|---|---|---|---|---|---|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
326,149
shares
|
$14.8 Million
1.4% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
325,874
shares
|
$14.8 Million
0.02% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 22, 2025 Q4 2024 |
324,011
shares
|
$14.7 Million
4.91% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
321,432
shares
|
$14.6 Million
0.55% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
320,350
shares
|
$14.5 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
315,334
shares
|
$14.3 Million
2.45% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
314,393
shares
|
$14.2 Million
1.08% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
313,269
shares
|
$14.2 Million
4.48% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
312,184
shares
|
$14.1 Million
1.3% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
310,797
shares
|
$14.1 Million
5.64% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
294,697
shares
|
$13.4 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
294,454
shares
|
$13.3 Million
0.18% of portfolio
|
Q3 2024
Added 20.96%
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
283,764
shares
|
$12.9 Million
0.66% of portfolio
|
Q4 2024
Reduced 9.65%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
281,016
shares
|
$12.7 Million
0.88% of portfolio
|
Q4 2024
Reduced 16.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
276,509
shares
|
$12.5 Million
0.09% of portfolio
|
Q3 2024
Added 71.03%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
263,996
shares
|
$12 Million
2.77% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
259,547
shares
|
$11.8 Million
0.03% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
248,706
shares
|
$11.3 Million
8.78% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
244,175
shares
|
$11.1 Million
2.57% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
239,710
shares
|
$10.9 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
232,317
shares
|
$10.5 Million
0.07% of portfolio
|
Q3 2024
Added 24.94%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
229,530
shares
|
$10.4 Million
0.99% of portfolio
|
Q2 2024
Reduced 21.67%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
228,769
shares
|
$10.4 Million
0.42% of portfolio
|
Q3 2024
Added 14.8%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
222,667
shares
|
$10.1 Million
0.71% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
220,658
shares
|
$10 Million
0.65% of portfolio
|
Q4 2024
Added 3.62%
|