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 672 institutions that hold shares in the stock, with a total of 391 Million shares, which have been reported (via 13F filing form) to have a value of $18.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
62,879
shares
|
$2.91 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
62,716
shares
|
$2.9 Million
0.06% of portfolio
|
Q4 2024
Added 248.44%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
61,237
shares
|
$2.83 Million
0.65% of portfolio
|
Q2 2023
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
59,377
shares
|
$2.75 Million
0.3% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
59,318
shares
|
$2.75 Million
0.36% of portfolio
|
Q4 2024
Added 151.53%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
59,248
shares
|
$2.74 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
58,386
shares
|
$2.7 Million
0.98% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
58,197
shares
|
$2.69 Million
0.07% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
57,487
shares
|
$2.66 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
56,142
shares
|
$2.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
55,541
shares
|
$2.57 Million
0.52% of portfolio
|
Q4 2024
Added 25.78%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
55,346
shares
|
$2.56 Million
0.06% of portfolio
|
Q4 2024
Reduced 13.78%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
55,024
shares
|
$2.55 Million
2.06% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
54,578
shares
|
$2.53 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
53,827
shares
|
$2.49 Million
0.27% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
53,795
shares
|
$2.49 Million
0.47% of portfolio
|
Q3 2024
Added 16.78%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
52,901
shares
|
$2.45 Million
0.8% of portfolio
|
Q1 2025
Added 13.55%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
52,762
shares
|
$2.44 Million
0.0% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
52,562
shares
|
$2.43 Million
0.15% of portfolio
|
Q1 2025
Reduced 95.02%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
51,917
shares
|
$2.4 Million
0.02% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Feb 12, 2025 Q4 2024 |
50,532
shares
|
$2.34 Million
1.3% of portfolio
|
Q4 2024
Reduced 20.05%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
50,262
shares
|
$2.33 Million
0.03% of portfolio
|
Q4 2024
Added 209.67%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
49,985
shares
|
$2.31 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
49,775
shares
|
$2.3 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
49,722
shares
|
$2.3 Million
0.06% of portfolio
|
Q4 2024
Added 5.44%
|