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 727 institutions that hold shares in the stock, with a total of 291 Million shares, which have been reported (via 13F filing form) to have a value of $13.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
56,509
shares
|
$2.65 Million
0.02% of portfolio
|
Q4 2025
Added 32.44%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 27, 2026 Q4 2025 |
56,448
shares
|
$2.65 Million
0.76% of portfolio
|
Q4 2025
Reduced 0.64%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
55,958
shares
|
$2.63 Million
1.05% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
54,582
shares
|
$2.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.84%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
54,221
shares
|
$2.55 Million
1.61% of portfolio
|
Q4 2025
Added 1.1%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
53,795
shares
|
$2.53 Million
0.47% of portfolio
|
Q3 2024
Added 16.78%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 07, 2025 Q3 2025 |
52,333
shares
|
$2.46 Million
1.58% of portfolio
|
Q3 2025
Added 11.28%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
52,144
shares
|
$2.45 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
51,774
shares
|
$2.43 Million
0.1% of portfolio
|
Q3 2025
Reduced 9.72%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
50,977
shares
|
$2.39 Million
0.08% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
50,594
shares
|
$2.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
49,988
shares
|
$2.35 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
49,636
shares
|
$2.33 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
49,258
shares
|
$2.31 Million
0.55% of portfolio
|
Q3 2025
Reduced 7.4%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
49,159
shares
|
$2.31 Million
1.3% of portfolio
|
Q4 2025
Reduced 23.92%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
49,019
shares
|
$2.3 Million
0.2% of portfolio
|
Q4 2025
Added 0.78%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 29, 2026 Q4 2025 |
47,848
shares
|
$2.25 Million
0.03% of portfolio
|
Q4 2025
Added 14.87%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
47,810
shares
|
$2.25 Million
0.1% of portfolio
|
Q3 2025
Added 20.24%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Jan 27, 2026 Q4 2025 |
47,726
shares
|
$2.24 Million
0.06% of portfolio
|
Q4 2025
Reduced 17.4%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
47,466
shares
|
$2.23 Million
0.18% of portfolio
|
Q4 2025
Reduced 2.11%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
46,584
shares
|
$2.19 Million
0.35% of portfolio
|
Q3 2025
Added 17.92%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 20, 2026 Q4 2025 |
46,158
shares
|
$2.17 Million
1.67% of portfolio
|
Q4 2025
Added 1.48%
|
|
|
Brindle & Bay Financial Advisors, LLC
Frisco, TX |
Jan 29, 2026 Q4 2025 |
45,534
shares
|
$2.14 Million
1.43% of portfolio
|
Q4 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
45,459
shares
|
$2.13 Million
0.03% of portfolio
|
Q3 2025
Added 33.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
42,033
shares
|
$1.97 Million
0.04% of portfolio
|
Q3 2025
Added 0.25%
|
|