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 395 Million shares, which have been reported (via 13F filing form) to have a value of $18.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
20,981
shares
|
$967,014
0.14% of portfolio
|
Q1 2023
Added 18.97%
|
|
|
Hohimer Wealth Management, LLC
|
Feb 14, 2025 Q4 2024 |
20,961
shares
|
$966,092
0.19% of portfolio
|
Q4 2024
Reduced 18.39%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
20,669
shares
|
$952,634
0.08% of portfolio
|
Q4 2023
Added 6.42%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
20,576
shares
|
$948,347
0.04% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
20,463
shares
|
$943,139
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
20,329
shares
|
$936,963
0.47% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
20,191
shares
|
$930,603
0.03% of portfolio
|
Q4 2024
Added 11.66%
|
|
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
20,000
shares
|
$921,800
4.23% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
19,509
shares
|
$899,169
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
19,401
shares
|
$894,192
0.45% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
19,260
shares
|
$887,693
0.24% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
19,160
shares
|
$883,084
0.06% of portfolio
|
Q2 2019
New holding
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
19,132
shares
|
$881,793
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
19,002
shares
|
$875,802
0.03% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Feb 13, 2025 Q4 2024 |
18,914
shares
|
$871,746
0.39% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
18,692
shares
|
$861,514
0.07% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
18,409
shares
|
$848,470
0.04% of portfolio
|
Q4 2024
Added 29.11%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
17,658
shares
|
$813,857
0.3% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
17,621
shares
|
$812,151
0.12% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
17,563
shares
|
$809,478
0.26% of portfolio
|
Q3 2024
Reduced 21.12%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
17,327
shares
|
$798,601
0.04% of portfolio
|
Q4 2024
Added 56.01%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
17,270
shares
|
$795,974
0.33% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
17,256
shares
|
$795,329
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
17,246
shares
|
$794,868
0.02% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
17,172
shares
|
$791,457
0.37% of portfolio
|
Q4 2024
Added 627.63%
|