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 703 institutions that hold shares in the stock, with a total of 278 Million shares, which have been reported (via 13F filing form) to have a value of $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
53,150,304
shares
|
$2.49 Billion
0.19% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
50,924,140
shares
|
$2.39 Billion
0.16% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
22,220,955
shares
|
$1.04 Billion
0.32% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
8,839,027
shares
|
$414 Million
0.91% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,171,795
shares
|
$336 Million
0.07% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
6,778,519
shares
|
$318 Million
3.24% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
6,104,824
shares
|
$286 Million
0.1% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
5,854,616
shares
|
$274 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
5,688,769
shares
|
$267 Million
0.09% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
4,964,664
shares
|
$233 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,598,287
shares
|
$216 Million
0.01% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
4,470,696
shares
|
$210 Million
4.73% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
Lincoln National Corp
|
Nov 06, 2025 Q3 2025 |
3,654,220
shares
|
$171 Million
4.92% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
3,594,348
shares
|
$169 Million
0.71% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,431,563
shares
|
$161 Million
0.1% of portfolio
|
Q3 2024
Added 102.55%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
3,295,801
shares
|
$155 Million
0.03% of portfolio
|
Q1 2025
Added 3248.75%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
2,299,857
shares
|
$108 Million
0.49% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
2,246,461
shares
|
$105 Million
0.38% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
2,175,793
shares
|
$102 Million
1.45% of portfolio
|
Q2 2025
Added 18.79%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
1,923,500
shares
|
$90.2 Million
6.0% of portfolio
|
Q3 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
1,732,187
shares
|
$81.2 Million
3.97% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Castleark Management LLC
Chicago, IL |
Aug 15, 2025 Q2 2025 |
1,705,540
shares
|
$80 Million
2.85% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,576,376
shares
|
$73.9 Million
0.01% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
1,507,168
shares
|
$70.7 Million
0.93% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
1,491,066
shares
|
$69.9 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.48%
|