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 722 institutions that hold shares in the stock, with a total of 290 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Nov 12, 2025 Q3 2025 |
68,003
shares
|
$3.19 Million
2.54% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
67,313
shares
|
$3.16 Million
0.11% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 27, 2026 Q4 2025 |
67,002
shares
|
$3.15 Million
0.87% of portfolio
|
Q4 2025
Reduced 3.7%
|
|
|
Prudent Man Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
66,384
shares
|
$3.12 Million
1.19% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
66,019
shares
|
$3.1 Million
0.8% of portfolio
|
Q4 2024
Added 48.05%
|
|
|
Mas Advisors LLC
Miami, FL |
Oct 28, 2025 Q3 2025 |
65,945
shares
|
$3.1 Million
5.07% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
65,099
shares
|
$3.06 Million
0.06% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
65,079
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Equity Investment Corp
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
64,830
shares
|
$3.04 Million
0.07% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 17, 2025 Q3 2025 |
64,027
shares
|
$3.01 Million
1.37% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
63,661
shares
|
$2.99 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
62,200
shares
|
$2.92 Million
0.01% of portfolio
|
Q3 2025
Added 1973.33%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
61,285
shares
|
$2.88 Million
0.0% of portfolio
|
Q3 2025
Added 49.79%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
61,266
shares
|
$2.88 Million
0.05% of portfolio
|
Q3 2025
Added 9.57%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
61,237
shares
|
$2.88 Million
0.65% of portfolio
|
Q2 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
60,859
shares
|
$2.86 Million
0.04% of portfolio
|
Q3 2025
Added 29.94%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 20, 2026 Q4 2025 |
59,970
shares
|
$2.82 Million
1.95% of portfolio
|
Q4 2025
Reduced 3.14%
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
59,107
shares
|
$2.78 Million
2.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
59,020
shares
|
$2.77 Million
0.52% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
58,094
shares
|
$2.73 Million
0.01% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Tran Capital Management, L.P.
|
Jan 20, 2026 Q4 2025 |
57,746
shares
|
$2.71 Million
0.4% of portfolio
|
Q4 2025
Added 578.89%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
57,706
shares
|
$2.71 Million
2.02% of portfolio
|
Q2 2025
Added 21.98%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
57,165
shares
|
$2.68 Million
0.54% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
56,811
shares
|
$2.67 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Phillips Financial Management, LLC
|
Jan 26, 2026 Q4 2025 |
56,748
shares
|
$2.66 Million
0.18% of portfolio
|
Q4 2025
Reduced 0.23%
|
|