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 |
---|---|---|---|---|---|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
8,517
shares
|
$392,548
0.22% of portfolio
|
Q4 2024
New holding
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
8,470
shares
|
$390,382
0.36% of portfolio
|
Q4 2021
New holding
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
8,448
shares
|
$389,368
0.0% of portfolio
|
Q4 2024
Reduced 29.71%
|
|
Shayne & Co., LLC
|
Feb 04, 2025 Q4 2024 |
8,390
shares
|
$386,695
0.1% of portfolio
|
Q3 2024
Added 8.12%
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
8,369
shares
|
$385,727
0.31% of portfolio
|
Q4 2024
New holding
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
8,345
shares
|
$384,621
0.0% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
8,299
shares
|
$382,500
0.13% of portfolio
|
Q4 2024
Added 5.01%
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
8,224
shares
|
$379,044
0.01% of portfolio
|
Q4 2024
Added 4.62%
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
8,180
shares
|
$377,016
0.0% of portfolio
|
Q4 2024
Added 7.25%
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
8,169
shares
|
$376,509
0.0% of portfolio
|
Q4 2024
Reduced 14.59%
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
8,035
shares
|
$370,333
0.1% of portfolio
|
Q4 2024
Added 25.61%
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
8,012
shares
|
$369,273
0.04% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
7,988
shares
|
$368,166
0.02% of portfolio
|
Q1 2024
New holding
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
7,979
shares
|
$367,752
0.16% of portfolio
|
Q4 2024
Reduced 11.37%
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
7,933
shares
|
$365,631
0.18% of portfolio
|
Q4 2024
New holding
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
7,850
shares
|
$361,806
0.21% of portfolio
|
Q4 2024
Added 14.6%
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
7,833
shares
|
$361,022
0.01% of portfolio
|
Q4 2024
Added 4.64%
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
7,821
shares
|
$360,469
0.06% of portfolio
|
Q4 2024
Added 29.34%
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
7,764
shares
|
$357,842
0.07% of portfolio
|
Q4 2024
Added 3.35%
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
7,763
shares
|
$357,796
0.02% of portfolio
|
Q4 2024
Reduced 23.68%
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
7,756
shares
|
$357,474
0.12% of portfolio
|
Q4 2024
Added 17.73%
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
7,674
shares
|
$353,694
0.07% of portfolio
|
Q2 2024
Reduced 46.35%
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
7,661
shares
|
$353,095
0.05% of portfolio
|
Q4 2024
Reduced 78.34%
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
7,471
shares
|
$344,338
0.26% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
7,409
shares
|
$341,480
0.04% of portfolio
|
Q4 2024
Added 0.12%
|