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 |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,913
shares
|
$226,440
0.08% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
4,912
shares
|
$226,394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
4,900
shares
|
$225,841
0.06% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
4,842
shares
|
$223,167
0.16% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
4,806
shares
|
$221,508
0.39% of portfolio
|
Q4 2024
Reduced 25.94%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
4,666
shares
|
$215,055
0.04% of portfolio
|
Q4 2024
Reduced 59.93%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
4,618
shares
|
$212,843
0.02% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
4,599
shares
|
$211,967
0.48% of portfolio
|
Q1 2022
Reduced 1.77%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
4,599
shares
|
$211,967
0.06% of portfolio
|
Q4 2024
Reduced 67.34%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
4,594
shares
|
$211,737
0.14% of portfolio
|
Q1 2024
Added 0.2%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
4,516
shares
|
$208,142
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
4,501
shares
|
$207,451
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
4,493
shares
|
$207,082
0.09% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
4,487
shares
|
$206,805
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Feb 10, 2025 Q4 2024 |
4,445
shares
|
$204,870
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
4,417
shares
|
$203,579
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
4,227
shares
|
$194,822
0.0% of portfolio
|
Q4 2024
Reduced 37.41%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
4,190
shares
|
$193,117
0.13% of portfolio
|
Q4 2024
Reduced 34.12%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
3,937
shares
|
$181,456
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,849
shares
|
$177,400
0.01% of portfolio
|
Q4 2024
Reduced 69.75%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
3,783
shares
|
$174,358
0.07% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,759
shares
|
$173,252
0.02% of portfolio
|
Q4 2024
Reduced 30.74%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,631
shares
|
$167,352
0.02% of portfolio
|
Q4 2024
Added 100.72%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
3,606
shares
|
$166,200
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
3,574
shares
|
$164,725
0.02% of portfolio
|
Q4 2024
Added 0.9%
|