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 691 institutions that hold shares in the stock, with a total of 271 Million shares, which have been reported (via 13F filing form) to have a value of $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
61,915
shares
|
$2.92 Million
2.14% of portfolio
|
Q2 2025
Reduced 61.26%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
61,914
shares
|
$2.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
61,739
shares
|
$2.91 Million
0.0% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
61,237
shares
|
$2.89 Million
0.65% of portfolio
|
Q2 2023
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
60,836
shares
|
$2.87 Million
0.49% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
60,231
shares
|
$2.84 Million
0.05% of portfolio
|
Q2 2025
Added 19.89%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
59,569
shares
|
$2.81 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
58,162
shares
|
$2.74 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
57,875
shares
|
$2.73 Million
0.53% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
57,706
shares
|
$2.72 Million
2.02% of portfolio
|
Q2 2025
Added 21.98%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
57,351
shares
|
$2.7 Million
0.11% of portfolio
|
Q2 2025
Added 15.62%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 08, 2025 Q2 2025 |
56,925
shares
|
$2.68 Million
1.31% of portfolio
|
Q2 2025
Added 15.21%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
56,879
shares
|
$2.68 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
56,247
shares
|
$2.65 Million
0.04% of portfolio
|
Q2 2025
Added 18.45%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
55,915
shares
|
$2.64 Million
0.04% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
55,740
shares
|
$2.63 Million
1.16% of portfolio
|
Q2 2025
Added 36.2%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
54,092
shares
|
$2.55 Million
2.22% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
53,795
shares
|
$2.54 Million
0.47% of portfolio
|
Q3 2024
Added 16.78%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
53,791
shares
|
$2.54 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
53,152
shares
|
$2.51 Million
1.8% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
52,980
shares
|
$2.5 Million
0.01% of portfolio
|
Q2 2025
Added 14.86%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
52,364
shares
|
$2.47 Million
0.79% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
50,594
shares
|
$2.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
50,543
shares
|
$2.38 Million
0.23% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
50,039
shares
|
$2.36 Million
1.05% of portfolio
|
Q2 2024
Added 0.04%
|