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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
87,269
shares
|
$4.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 17.86%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
85,604
shares
|
$4.02 Million
0.21% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
85,325
shares
|
$4.01 Million
0.44% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
85,245
shares
|
$4 Million
0.79% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
83,702
shares
|
$3.93 Million
0.47% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
82,816
shares
|
$3.89 Million
0.0% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
82,623
shares
|
$3.88 Million
0.0% of portfolio
|
Q3 2025
Added 16.04%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
80,633
shares
|
$3.79 Million
1.15% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
80,506
shares
|
$3.78 Million
0.57% of portfolio
|
Q3 2025
Added 32.33%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
78,711
shares
|
$3.7 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
77,720
shares
|
$3.65 Million
0.18% of portfolio
|
Q3 2025
Added 125.86%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
77,548
shares
|
$3.64 Million
0.36% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
76,803
shares
|
$3.61 Million
0.45% of portfolio
|
Q3 2025
Reduced 19.65%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
75,450
shares
|
$3.54 Million
0.12% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
74,801
shares
|
$3.51 Million
0.32% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
74,212
shares
|
$3.48 Million
0.1% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
72,010
shares
|
$3.38 Million
0.37% of portfolio
|
Q3 2025
Reduced 20.01%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
71,508
shares
|
$3.36 Million
1.12% of portfolio
|
Q3 2025
Added 76.88%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
69,579
shares
|
$3.27 Million
0.97% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
69,245
shares
|
$3.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.03%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
69,016
shares
|
$3.24 Million
1.06% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
68,983
shares
|
$3.24 Million
0.41% of portfolio
|
Q3 2025
Added 9.77%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
68,623
shares
|
$3.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 46.34%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
68,025
shares
|
$3.19 Million
0.02% of portfolio
|
Q3 2025
Added 40.85%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Nov 12, 2025 Q3 2025 |
68,003
shares
|
$3.19 Million
2.54% of portfolio
|
Q3 2025
Added 1.6%
|
|