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 708 institutions that hold shares in the stock, with a total of 288 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
112,208
shares
|
$5.27 Million
0.99% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Swp Financial LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
111,601
shares
|
$5.24 Million
2.67% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
110,380
shares
|
$5.18 Million
0.97% of portfolio
|
Q4 2025
Added 6.08%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
108,132
shares
|
$5.08 Million
0.05% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
107,995
shares
|
$5.07 Million
2.31% of portfolio
|
Q2 2024
Added 3.32%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
107,093
shares
|
$5.03 Million
5.83% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
104,574
shares
|
$4.91 Million
0.97% of portfolio
|
Q3 2025
Added 17.22%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
104,088
shares
|
$4.89 Million
0.01% of portfolio
|
Q3 2025
Added 24.66%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
103,094
shares
|
$4.84 Million
0.3% of portfolio
|
Q3 2025
Reduced 45.55%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
102,600
shares
|
$4.82 Million
0.08% of portfolio
|
Q3 2025
Reduced 35.34%
|
|
|
Aspire Private Capital, LLC
|
Nov 19, 2025 Q3 2025 |
101,152
shares
|
$4.75 Million
1.12% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Nov 04, 2025 Q3 2025 |
100,521
shares
|
$4.72 Million
3.36% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Security Benefit Life Insurance CO
Topeka, KS |
Nov 12, 2025 Q3 2025 |
100,000
shares
|
$4.7 Million
15.53% of portfolio
|
Q1 2025
Added 15.43%
|
|
|
Leeward Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
99,353
shares
|
$4.67 Million
1.36% of portfolio
|
Q3 2025
Added 16.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
97,427
shares
|
$4.58 Million
0.89% of portfolio
|
Q2 2025
Added 14.31%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
94,759
shares
|
$4.45 Million
1.33% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
93,405
shares
|
$4.39 Million
0.77% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
93,344
shares
|
$4.38 Million
2.35% of portfolio
|
Q3 2025
Reduced 23.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
93,314
shares
|
$4.38 Million
0.11% of portfolio
|
Q3 2025
Added 12.16%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
92,851
shares
|
$4.36 Million
0.36% of portfolio
|
Q4 2025
Added 1.36%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
92,658
shares
|
$4.35 Million
1.73% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
92,180
shares
|
$4.33 Million
0.52% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
91,337
shares
|
$4.29 Million
0.53% of portfolio
|
Q3 2025
Reduced 12.25%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
89,737
shares
|
$4.21 Million
0.05% of portfolio
|
Q3 2025
Added 54.29%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
89,190
shares
|
$4.19 Million
0.08% of portfolio
|
Q3 2025
Added 3.33%
|
|