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 654 institutions that hold shares in the stock, with a total of 355 Million shares, which have been reported (via 13F filing form) to have a value of $16.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
115,284,075
shares
|
$5.25 Billion
0.99% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
68,993,600
shares
|
$3.14 Billion
0.27% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
46,510,374
shares
|
$2.12 Billion
0.17% of portfolio
|
Q4 2024
Added 441.96%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
19,875,748
shares
|
$906 Million
0.31% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
8,115,991
shares
|
$370 Million
1.01% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
7,994,827
shares
|
$364 Million
0.09% of portfolio
|
Q3 2024
Added 131.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
6,047,503
shares
|
$276 Million
0.12% of portfolio
|
Q4 2024
Added 16.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
5,627,553
shares
|
$256 Million
0.29% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
4,467,810
shares
|
$204 Million
0.06% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
4,409,990
shares
|
$201 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,999,910
shares
|
$182 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
3,898,004
shares
|
$178 Million
0.64% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
3,617,793
shares
|
$165 Million
4.59% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
3,617,442
shares
|
$165 Million
1.75% of portfolio
|
Q3 2024
Added 20.84%
|
|
|
Lincoln National Corp
|
Feb 06, 2025 Q4 2024 |
3,456,910
shares
|
$157 Million
5.04% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,431,563
shares
|
$156 Million
0.1% of portfolio
|
Q3 2024
Added 102.55%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
3,095,900
shares
|
$141 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
2,564,973
shares
|
$117 Million
9.17% of portfolio
|
Q4 2024
New holding
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
2,296,423
shares
|
$105 Million
0.41% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
2,218,030
shares
|
$101 Million
4.4% of portfolio
|
Q3 2024
Added 62.22%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,036,034
shares
|
$92.8 Million
0.64% of portfolio
|
Q3 2024
Added 976.73%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
2,017,172
shares
|
$91.9 Million
0.19% of portfolio
|
Q4 2024
Added 41.05%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
1,670,069
shares
|
$76.1 Million
0.51% of portfolio
|
Q4 2024
Added 5824.12%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,599,764
shares
|
$72.9 Million
4.35% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,522,333
shares
|
$69.4 Million
1.07% of portfolio
|
Q4 2024
Added 48059.85%
|