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 670 institutions that hold shares in the stock, with a total of 387 Million shares, which have been reported (via 13F filing form) to have a value of $17.9 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 |
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
80,199
shares
|
$3.71 Million
1.27% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
80,035
shares
|
$3.71 Million
1.39% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
79,873
shares
|
$3.7 Million
0.36% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
79,346
shares
|
$3.68 Million
0.19% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
79,173
shares
|
$3.67 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
78,287
shares
|
$3.63 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
75,332
shares
|
$3.49 Million
1.14% of portfolio
|
Q1 2025
Reduced 14.58%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
74,256
shares
|
$3.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 40.22%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
73,765
shares
|
$3.42 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
73,117
shares
|
$3.39 Million
0.44% of portfolio
|
Q1 2025
Reduced 45.03%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
73,079
shares
|
$3.39 Million
0.14% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
72,884
shares
|
$3.38 Million
2.95% of portfolio
|
Q4 2024
Added 37.54%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
May 06, 2025 Q1 2025 |
72,851
shares
|
$3.37 Million
2.67% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
72,328
shares
|
$3.35 Million
5.61% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
72,165
shares
|
$3.34 Million
0.11% of portfolio
|
Q4 2024
Reduced 19.29%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
72,001
shares
|
$3.34 Million
0.68% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
69,987
shares
|
$3.24 Million
0.37% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
67,869
shares
|
$3.14 Million
0.28% of portfolio
|
Q4 2024
Reduced 78.26%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
66,331
shares
|
$3.07 Million
0.01% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
66,019
shares
|
$3.06 Million
0.8% of portfolio
|
Q4 2024
Added 48.05%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
65,821
shares
|
$3.05 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
65,610
shares
|
$3.04 Million
0.0% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
64,984
shares
|
$3.01 Million
1.12% of portfolio
|
Q1 2025
Added 11.3%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
64,688
shares
|
$3 Million
1.21% of portfolio
|
Q4 2024
Reduced 16.78%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
64,420
shares
|
$2.98 Million
0.01% of portfolio
|
Q1 2025
Added 813.24%
|