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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
50,240
shares
|
$2.31 Million
0.06% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
50,166
shares
|
$2.31 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
50,039
shares
|
$2.3 Million
1.05% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
49,977
shares
|
$2.3 Million
0.88% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
49,601
shares
|
$2.28 Million
0.19% of portfolio
|
Q4 2024
Added 73.91%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
48,670
shares
|
$2.24 Million
0.18% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
48,037
shares
|
$2.21 Million
0.75% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
47,661
shares
|
$2.19 Million
0.15% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
47,484
shares
|
$2.19 Million
0.04% of portfolio
|
Q1 2025
Reduced 24.29%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
47,390
shares
|
$2.18 Million
0.63% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
47,309
shares
|
$2.18 Million
1.93% of portfolio
|
Q3 2024
Added 22.71%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
46,616
shares
|
$2.15 Million
1.23% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
46,427
shares
|
$2.14 Million
0.19% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
46,201
shares
|
$2.13 Million
1.21% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
46,124
shares
|
$2.12 Million
0.01% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
May 13, 2025 Q1 2025 |
44,740
shares
|
$2.06 Million
1.47% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
44,571
shares
|
$2.05 Million
1.71% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
43,964
shares
|
$2.02 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
43,904
shares
|
$2.02 Million
0.05% of portfolio
|
Q1 2025
Added 53.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
43,391
shares
|
$2 Million
0.0% of portfolio
|
Q1 2025
Added 15.57%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
May 15, 2025 Q1 2025 |
42,424
shares
|
$1.95 Million
0.99% of portfolio
|
Q1 2025
New holding
|
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
42,113
shares
|
$1.94 Million
1.82% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
41,972
shares
|
$1.93 Million
0.15% of portfolio
|
Q4 2023
Added 6.76%
|
|
|
Bard Associates Inc
Chicago, IL |
May 09, 2025 Q1 2025 |
41,880
shares
|
$1.93 Million
0.83% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
40,986
shares
|
$1.89 Million
0.05% of portfolio
|
Q1 2025
Reduced 25.95%
|