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 |
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
243,933
shares
|
$11.3 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
236,561
shares
|
$11 Million
0.65% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
228,489
shares
|
$10.6 Million
7.82% of portfolio
|
Q1 2025
Added 385.86%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
227,969
shares
|
$10.6 Million
0.28% of portfolio
|
Q1 2025
Added 182.05%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
224,907
shares
|
$10.4 Million
7.64% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
222,196
shares
|
$10.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 71.04%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
221,674
shares
|
$10.3 Million
0.62% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
210,431
shares
|
$9.75 Million
0.06% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Feb 13, 2025 Q4 2024 |
210,213
shares
|
$9.74 Million
7.26% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
208,728
shares
|
$9.67 Million
0.02% of portfolio
|
Q4 2024
Added 37.12%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
208,322
shares
|
$9.65 Million
0.02% of portfolio
|
Q4 2024
Added 33.47%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
207,355
shares
|
$9.6 Million
10.57% of portfolio
|
Q3 2023
Reduced 3.45%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
200,906
shares
|
$9.31 Million
0.25% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
198,104
shares
|
$9.18 Million
0.87% of portfolio
|
Q1 2025
Reduced 15.69%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
198,088
shares
|
$9.18 Million
4.8% of portfolio
|
Q1 2025
Added 18.34%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
197,477
shares
|
$9.15 Million
1.67% of portfolio
|
Q1 2025
Reduced 58.88%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
196,152
shares
|
$9.09 Million
3.35% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
192,647
shares
|
$8.92 Million
0.26% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
191,872
shares
|
$8.89 Million
0.08% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
191,451
shares
|
$8.87 Million
0.94% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
191,306
shares
|
$8.86 Million
0.04% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
189,780
shares
|
$8.79 Million
0.42% of portfolio
|
Q2 2023
Reduced 1.08%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
189,395
shares
|
$8.77 Million
0.18% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
188,358
shares
|
$8.72 Million
1.09% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
186,101
shares
|
$8.62 Million
4.3% of portfolio
|
Q4 2024
Added 8.68%
|