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 629 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 |
|---|---|---|---|---|---|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
39,911
shares
|
$1.83 Million
3.43% of portfolio
|
Q4 2022
Added 27.02%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
39,717
shares
|
$1.82 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
39,441
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
39,324
shares
|
$1.8 Million
0.23% of portfolio
|
Q3 2024
Reduced 16.05%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
38,850
shares
|
$1.78 Million
1.43% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
38,635
shares
|
$1.77 Million
0.51% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
38,494
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
37,728
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
37,683
shares
|
$1.73 Million
0.22% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
37,592
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2024
Reduced 87.47%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
36,854
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
36,590
shares
|
$1.68 Million
1.14% of portfolio
|
Q3 2024
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
36,058
shares
|
$1.65 Million
0.42% of portfolio
|
Q3 2024
Added 14.32%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
35,198
shares
|
$1.61 Million
0.97% of portfolio
|
Q3 2024
Added 18.85%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
34,434
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
34,400
shares
|
$1.57 Million
0.1% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
34,136
shares
|
$1.56 Million
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
33,245
shares
|
$1.52 Million
0.57% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
32,316
shares
|
$1.48 Million
0.65% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
31,579
shares
|
$1.45 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
31,160
shares
|
$1.43 Million
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
30,768
shares
|
$1.41 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
30,125
shares
|
$1.38 Million
0.07% of portfolio
|
Q3 2024
Added 26.55%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
30,065
shares
|
$1.38 Million
0.78% of portfolio
|
Q3 2024
Reduced 21.69%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
30,026
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2024
Added 3.38%
|