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 669 institutions that hold shares in the stock, with a total of 388 Million shares, which have been reported (via 13F filing form) to have a value of $18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
110,368,157
shares
|
$5.11 Billion
0.98% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
73,174,421
shares
|
$3.39 Billion
0.28% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
48,706,894
shares
|
$2.26 Billion
0.18% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
20,860,251
shares
|
$966 Million
0.32% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
8,292,988
shares
|
$384 Million
1.06% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
7,057,114
shares
|
$327 Million
0.07% of portfolio
|
Q4 2024
Reduced 11.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
5,915,853
shares
|
$274 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
5,664,014
shares
|
$262 Million
0.27% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
5,112,685
shares
|
$237 Million
0.06% of portfolio
|
Q4 2024
Added 14.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
4,409,990
shares
|
$204 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,362,311
shares
|
$202 Million
0.01% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
3,923,459
shares
|
$182 Million
5.0% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,857,241
shares
|
$179 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Lincoln National Corp
|
Apr 29, 2025 Q1 2025 |
3,500,919
shares
|
$162 Million
5.22% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,431,563
shares
|
$159 Million
0.1% of portfolio
|
Q3 2024
Added 102.55%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
May 07, 2025 Q1 2025 |
2,603,165
shares
|
$121 Million
10.26% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
2,221,640
shares
|
$103 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
2,114,301
shares
|
$97.9 Million
0.33% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
1,627,307
shares
|
$75.4 Million
4.54% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,609,080
shares
|
$74.5 Million
2.67% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
1,594,414
shares
|
$73.9 Million
0.16% of portfolio
|
Q1 2025
Reduced 20.96%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,522,333
shares
|
$70.5 Million
1.07% of portfolio
|
Q4 2024
Added 48059.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,452,394
shares
|
$67.3 Million
0.01% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
1,394,052
shares
|
$64.6 Million
0.99% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
1,218,719
shares
|
$56.5 Million
3.48% of portfolio
|
Q1 2025
Added 9.91%
|