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 |
|---|---|---|---|---|---|
|
Clifford Group, LLC
Wayland, MA |
Aug 14, 2025 Q2 2025 |
39,604
shares
|
$1.87 Million
1.51% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
39,505
shares
|
$1.86 Million
0.32% of portfolio
|
Q2 2025
Reduced 32.51%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
39,466
shares
|
$1.86 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
39,240
shares
|
$1.85 Million
1.15% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
38,494
shares
|
$1.81 Million
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
36,241
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 43.74%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
36,000
shares
|
$1.7 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
35,877
shares
|
$1.69 Million
0.18% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
35,806
shares
|
$1.69 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
34,889
shares
|
$1.64 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
34,410
shares
|
$1.62 Million
0.09% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
34,238
shares
|
$1.61 Million
0.75% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
34,194
shares
|
$1.61 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
34,146
shares
|
$1.61 Million
0.3% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
34,047
shares
|
$1.6 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
33,934
shares
|
$1.6 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
33,390
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.05%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
33,170
shares
|
$1.56 Million
0.2% of portfolio
|
Q2 2025
Added 18.76%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
32,841
shares
|
$1.55 Million
0.04% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
31,465
shares
|
$1.48 Million
0.89% of portfolio
|
Q2 2025
Added 58.92%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
31,382
shares
|
$1.48 Million
0.28% of portfolio
|
Q2 2025
Reduced 10.97%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
31,160
shares
|
$1.47 Million
0.09% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
30,830
shares
|
$1.45 Million
0.04% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
30,369
shares
|
$1.43 Million
0.39% of portfolio
|
Q2 2025
Reduced 31.9%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
29,858
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2025
Added 17.21%
|