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 687 institutions that hold shares in the stock, with a total of 378 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
40,925
shares
|
$1.88 Million
0.96% of portfolio
|
Q4 2024
Added 16.27%
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
40,714
shares
|
$1.87 Million
0.75% of portfolio
|
Q4 2022
Reduced 97.8%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
40,501
shares
|
$1.87 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
|
$1.84 Million
3.43% of portfolio
|
Q4 2022
Added 27.02%
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
39,662
shares
|
$1.83 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
39,539
shares
|
$1.82 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
|
$1.81 Million
1.49% of portfolio
|
Q1 2025
Added 6.97%
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
39,169
shares
|
$1.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
Family Wealth Group, LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
38,643
shares
|
$1.78 Million
2.81% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
38,494
shares
|
$1.77 Million
0.0% of portfolio
|
Q4 2023
New holding
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
38,396
shares
|
$1.77 Million
0.2% of portfolio
|
Q1 2025
Reduced 35.34%
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
37,039
shares
|
$1.71 Million
0.14% of portfolio
|
Q1 2025
Added 1.97%
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
36,709
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 94.62%
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
36,000
shares
|
$1.66 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
34,194
shares
|
$1.57 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
33,934
shares
|
$1.56 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
33,917
shares
|
$1.56 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
33,911
shares
|
$1.56 Million
0.33% of portfolio
|
Q1 2025
Added 7.53%
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
33,431
shares
|
$1.54 Million
0.09% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
32,981
shares
|
$1.52 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
32,182
shares
|
$1.48 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
31,545
shares
|
$1.45 Million
1.2% of portfolio
|
Q1 2025
Added 5.13%
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
31,382
shares
|
$1.45 Million
0.28% of portfolio
|
Q2 2025
Reduced 10.97%
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
31,160
shares
|
$1.43 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
|
$1.43 Million
0.02% of portfolio
|
Q1 2025
Added 3.44%
|