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 687 institutions that hold shares in the stock, with a total of 378 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 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
|
$5.08 Billion
0.98% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
52,506,795
shares
|
$2.42 Billion
0.2% of portfolio
|
Q1 2025
Reduced 28.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
48,706,894
shares
|
$2.24 Billion
0.18% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
20,860,251
shares
|
$961 Million
0.32% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
8,292,988
shares
|
$382 Million
1.06% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
7,013,812
shares
|
$323 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
6,470,848
shares
|
$298 Million
3.23% of portfolio
|
Q2 2025
Added 6012.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
5,915,853
shares
|
$272 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
5,879,233
shares
|
$271 Million
0.3% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
5,517,380
shares
|
$254 Million
0.1% of portfolio
|
Q1 2025
Added 25.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
5,292,892
shares
|
$244 Million
0.07% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,537,564
shares
|
$209 Million
0.02% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,141,363
shares
|
$191 Million
4.71% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,857,241
shares
|
$178 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Lincoln National Corp
|
Apr 29, 2025 Q1 2025 |
3,500,919
shares
|
$161 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
|
$158 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
|
$120 Million
10.26% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
2,260,858
shares
|
$104 Million
0.58% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
2,221,640
shares
|
$102 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,831,622
shares
|
$84.3 Million
1.35% of portfolio
|
Q1 2025
Added 20.32%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
1,658,973
shares
|
$76.4 Million
4.29% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,609,080
shares
|
$74.1 Million
3.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
1,594,414
shares
|
$73.4 Million
0.16% of portfolio
|
Q1 2025
Reduced 20.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,546,152
shares
|
$71.2 Million
0.02% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
1,394,052
shares
|
$64.2 Million
0.99% of portfolio
|
Q1 2025
Added 2.96%
|