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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
16,842
shares
|
$776,247
0.06% of portfolio
|
Q4 2024
Added 22.29%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
16,593
shares
|
$764,771
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
16,477
shares
|
$759,424
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ht Partners LLC
|
Jan 23, 2025 Q4 2024 |
16,150
shares
|
$744,353
0.25% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
16,091
shares
|
$741,634
0.14% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
16,064
shares
|
$740,389
0.47% of portfolio
|
Q4 2023
Reduced 11.72%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
15,979
shares
|
$736,472
0.04% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
15,979
shares
|
$736,472
0.4% of portfolio
|
Q4 2023
Added 8.39%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
15,830
shares
|
$729,604
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
15,800
shares
|
$728,222
0.1% of portfolio
|
Q4 2024
Added 32.05%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
15,573
shares
|
$717,759
0.02% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
15,472
shares
|
$713,104
0.45% of portfolio
|
Q4 2024
Reduced 12.1%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
15,463
shares
|
$712,689
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
15,414
shares
|
$710,431
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
15,384
shares
|
$709,048
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
15,221
shares
|
$701,535
0.01% of portfolio
|
Q4 2024
Added 42.75%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
15,165
shares
|
$698,954
0.07% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
14,966
shares
|
$689,782
0.06% of portfolio
|
Q4 2024
Added 15.81%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
14,759
shares
|
$680,242
0.09% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
14,493
shares
|
$667,982
0.2% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
14,362
shares
|
$661,944
0.31% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
14,277
shares
|
$658,026
0.48% of portfolio
|
Q4 2024
Added 52.34%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
14,215
shares
|
$655,169
0.04% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
14,172
shares
|
$653,187
0.07% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
14,166
shares
|
$652,910
0.02% of portfolio
|
Q4 2024
Added 3.48%
|