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 712 institutions that hold shares in the stock, with a total of 287 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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
57,618,720
shares
|
$2.71 Billion
0.19% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
50,924,140
shares
|
$2.39 Billion
0.16% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
22,220,955
shares
|
$1.04 Billion
0.32% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
8,839,027
shares
|
$415 Million
0.91% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
8,164,127
shares
|
$383 Million
0.08% of portfolio
|
Q3 2025
Added 13.84%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
6,778,519
shares
|
$318 Million
3.24% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
6,271,666
shares
|
$295 Million
0.28% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
6,154,440
shares
|
$289 Million
0.09% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
5,627,644
shares
|
$264 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
4,741,151
shares
|
$223 Million
0.01% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
4,492,511
shares
|
$211 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.51%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
4,470,696
shares
|
$210 Million
4.73% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
Lincoln National Corp
|
Nov 06, 2025 Q3 2025 |
3,654,220
shares
|
$172 Million
4.92% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
3,594,348
shares
|
$169 Million
0.71% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,431,563
shares
|
$161 Million
0.1% of portfolio
|
Q3 2024
Added 102.55%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
2,550,703
shares
|
$120 Million
1.62% of portfolio
|
Q3 2025
Added 17.23%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
2,469,744
shares
|
$116 Million
0.02% of portfolio
|
Q3 2025
Reduced 25.06%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
2,271,932
shares
|
$107 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
2,246,461
shares
|
$105 Million
0.38% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
1,923,500
shares
|
$90.3 Million
6.0% of portfolio
|
Q3 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
1,732,187
shares
|
$81.3 Million
3.97% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,705,540
shares
|
$80.1 Million
2.67% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
1,637,230
shares
|
$76.9 Million
0.15% of portfolio
|
Q3 2025
Added 9.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,633,388
shares
|
$76.7 Million
0.01% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
1,507,168
shares
|
$70.8 Million
0.93% of portfolio
|
Q3 2025
Added 4.46%
|
|