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 |
|---|---|---|---|---|---|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
49,884
shares
|
$2.35 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
48,670
shares
|
$2.29 Million
0.18% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
48,296
shares
|
$2.28 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
47,661
shares
|
$2.25 Million
0.15% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
47,390
shares
|
$2.23 Million
0.63% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
47,029
shares
|
$2.22 Million
1.47% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
46,837
shares
|
$2.21 Million
0.04% of portfolio
|
Q2 2025
Added 113.12%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
46,616
shares
|
$2.2 Million
1.23% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
46,427
shares
|
$2.19 Million
0.19% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
46,201
shares
|
$2.18 Million
1.21% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
44,571
shares
|
$2.1 Million
1.71% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
43,927
shares
|
$2.07 Million
0.65% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
41,972
shares
|
$1.98 Million
0.15% of portfolio
|
Q4 2023
Added 6.76%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
41,930
shares
|
$1.98 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
41,921
shares
|
$1.98 Million
0.1% of portfolio
|
Q2 2025
Reduced 41.91%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
41,269
shares
|
$1.95 Million
0.05% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
40,914
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Added 11.45%
|
|
|
Bard Associates Inc
Chicago, IL |
Aug 05, 2025 Q2 2025 |
40,880
shares
|
$1.93 Million
0.71% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
40,876
shares
|
$1.93 Million
0.15% of portfolio
|
Q2 2025
Added 10.36%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
40,714
shares
|
$1.92 Million
0.75% of portfolio
|
Q4 2022
Reduced 97.8%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
40,456
shares
|
$1.91 Million
0.03% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
40,427
shares
|
$1.91 Million
0.68% of portfolio
|
Q2 2025
Reduced 45.02%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
39,911
shares
|
$1.88 Million
3.43% of portfolio
|
Q4 2022
Added 27.02%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
39,763
shares
|
$1.87 Million
0.08% of portfolio
|
Q2 2025
Added 45.03%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
39,700
shares
|
$1.87 Million
0.02% of portfolio
|
Q2 2025
Reduced 95.56%
|