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 |
|---|---|---|---|---|---|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
10,988
shares
|
$506,436
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
10,766
shares
|
$496,204
0.09% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
10,630
shares
|
$489,936
0.0% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
10,588
shares
|
$488,000
0.03% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
10,502
shares
|
$484,037
0.11% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
10,285
shares
|
$474,035
0.4% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
10,185
shares
|
$469,426
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
10,099
shares
|
$465,462
0.0% of portfolio
|
Q4 2024
Added 99.31%
|
|
|
Sofi Wealth, LLC
|
Feb 04, 2025 Q4 2024 |
10,000
shares
|
$460,900
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,939
shares
|
$458,088
0.01% of portfolio
|
Q4 2023
Reduced 2.53%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
9,734
shares
|
$448,640
0.03% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
9,599
shares
|
$442,417
0.13% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
9,489
shares
|
$437,348
0.07% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
9,428
shares
|
$434,536
0.02% of portfolio
|
Q4 2024
Reduced 31.71%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
9,372
shares
|
$431,955
0.19% of portfolio
|
Q4 2024
Added 52.84%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
9,224
shares
|
$425,134
0.02% of portfolio
|
Q4 2024
Reduced 14.93%
|
|
|
Tran Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
9,179
shares
|
$423,060
0.05% of portfolio
|
Q1 2024
Reduced 64.7%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
9,061
shares
|
$417,621
0.01% of portfolio
|
Q1 2024
Reduced 6.18%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
8,950
shares
|
$412,505
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
8,934
shares
|
$411,768
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
8,931
shares
|
$411,629
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
8,925
shares
|
$411,353
0.32% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Feb 12, 2025 Q4 2024 |
8,729
shares
|
$402,319
0.34% of portfolio
|
Q4 2024
Reduced 42.14%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
8,659
shares
|
$399,093
0.13% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jan 23, 2025 Q4 2024 |
8,560
shares
|
$394,530
0.34% of portfolio
|
Q4 2023
New holding
|