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 686 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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
64,420
shares
|
$2.97 Million
0.01% of portfolio
|
Q1 2025
Added 813.24%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
64,229
shares
|
$2.96 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Equity Investment Corp
Atlanta, GA |
May 02, 2025 Q1 2025 |
63,690
shares
|
$2.94 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
63,157
shares
|
$2.91 Million
0.3% of portfolio
|
Q2 2025
Reduced 14.38%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
61,915
shares
|
$2.86 Million
2.14% of portfolio
|
Q2 2025
Reduced 61.26%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
61,455
shares
|
$2.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
61,237
shares
|
$2.82 Million
0.65% of portfolio
|
Q2 2023
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
60,836
shares
|
$2.81 Million
0.49% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
60,563
shares
|
$2.79 Million
1.15% of portfolio
|
Q1 2025
Added 60.94%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
60,244
shares
|
$2.78 Million
0.09% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
59,044
shares
|
$2.72 Million
0.04% of portfolio
|
Q1 2025
Added 188.54%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
58,534
shares
|
$2.7 Million
0.41% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
57,603
shares
|
$2.66 Million
0.09% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
57,490
shares
|
$2.65 Million
0.31% of portfolio
|
Q1 2025
Added 36.96%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
57,486
shares
|
$2.65 Million
0.21% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
54,665
shares
|
$2.52 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
54,092
shares
|
$2.49 Million
2.22% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
54,072
shares
|
$2.49 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
53,795
shares
|
$2.48 Million
0.47% of portfolio
|
Q3 2024
Added 16.78%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
53,791
shares
|
$2.48 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
53,152
shares
|
$2.45 Million
1.8% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
52,901
shares
|
$2.44 Million
0.8% of portfolio
|
Q1 2025
Added 13.55%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
52,364
shares
|
$2.42 Million
0.79% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
52,243
shares
|
$2.41 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.82%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
50,940
shares
|
$2.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.88%
|