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 628 institutions that hold shares in the stock, with a total of 342 Million shares, which have been reported (via 13F filing form) to have a value of $15.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
52,993
shares
|
$2.42 Million
2.04% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
51,842
shares
|
$2.37 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
51,175
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
50,234
shares
|
$2.29 Million
0.19% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
49,822
shares
|
$2.27 Million
0.22% of portfolio
|
Q3 2024
Added 33.14%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
48,620
shares
|
$2.22 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
48,259
shares
|
$2.2 Million
0.25% of portfolio
|
Q3 2024
Added 11.13%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
47,524
shares
|
$2.17 Million
1.58% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
47,309
shares
|
$2.16 Million
1.93% of portfolio
|
Q3 2024
Added 22.71%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
47,158
shares
|
$2.15 Million
0.07% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
46,379
shares
|
$2.12 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
44,837
shares
|
$2.05 Million
0.78% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
44,729
shares
|
$2.04 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Bard Associates Inc
Chicago, IL |
Nov 06, 2024 Q3 2024 |
44,613
shares
|
$2.04 Million
0.79% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
44,591
shares
|
$2.04 Million
0.54% of portfolio
|
Q3 2024
Added 54.48%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
44,157
shares
|
$2.02 Million
0.45% of portfolio
|
Q3 2024
Added 32.12%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
44,121
shares
|
$2.01 Million
0.09% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
43,366
shares
|
$1.98 Million
1.76% of portfolio
|
Q3 2024
Added 12.08%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
42,736
shares
|
$1.95 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Security Benefit Life Insurance CO
Topeka, KS |
Oct 22, 2024 Q3 2024 |
42,700
shares
|
$1.95 Million
1.03% of portfolio
|
Q3 2023
Added 51.42%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
42,443
shares
|
$1.94 Million
0.05% of portfolio
|
Q3 2024
Added 21.18%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
42,065
shares
|
$1.92 Million
0.15% of portfolio
|
Q3 2024
Reduced 6.58%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
41,972
shares
|
$1.92 Million
0.15% of portfolio
|
Q4 2023
Added 6.76%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
41,657
shares
|
$1.9 Million
2.12% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
41,589
shares
|
$1.9 Million
0.72% of portfolio
|
Q3 2024
Added 3.45%
|