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 669 institutions that hold shares in the stock, with a total of 388 Million shares, which have been reported (via 13F filing form) to have a value of $18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
40,714
shares
|
$1.89 Million
0.75% of portfolio
|
Q4 2022
Reduced 97.8%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
40,501
shares
|
$1.88 Million
0.15% of portfolio
|
Q1 2025
Added 41.54%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
39,911
shares
|
$1.85 Million
3.43% of portfolio
|
Q4 2022
Added 27.02%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
39,662
shares
|
$1.84 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
39,539
shares
|
$1.83 Million
0.18% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
39,233
shares
|
$1.82 Million
1.49% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
39,169
shares
|
$1.81 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
38,975
shares
|
$1.81 Million
0.14% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
38,635
shares
|
$1.79 Million
0.51% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
38,494
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
38,396
shares
|
$1.78 Million
0.2% of portfolio
|
Q1 2025
Reduced 35.34%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
37,546
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
37,039
shares
|
$1.72 Million
0.14% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
36,000
shares
|
$1.67 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
35,250
shares
|
$1.63 Million
0.29% of portfolio
|
Q1 2025
Added 29.23%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
33,965
shares
|
$1.57 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
33,917
shares
|
$1.57 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
33,911
shares
|
$1.57 Million
0.33% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
33,431
shares
|
$1.55 Million
0.09% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
32,981
shares
|
$1.53 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
32,182
shares
|
$1.49 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
31,545
shares
|
$1.46 Million
1.2% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
31,160
shares
|
$1.44 Million
0.1% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
31,017
shares
|
$1.44 Million
0.02% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
30,916
shares
|
$1.43 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.9%
|