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 |
|---|---|---|---|---|---|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
30,864
shares
|
$1.43 Million
0.6% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
30,087
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
30,064
shares
|
$1.39 Million
0.04% of portfolio
|
Q1 2025
Reduced 32.91%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
30,001
shares
|
$1.39 Million
0.02% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
29,892
shares
|
$1.38 Million
0.42% of portfolio
|
Q4 2024
Reduced 17.1%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
29,060
shares
|
$1.35 Million
0.39% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
28,654
shares
|
$1.33 Million
0.71% of portfolio
|
Q3 2024
Added 266.28%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
28,175
shares
|
$1.31 Million
0.05% of portfolio
|
Q1 2025
Added 69.8%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
28,155
shares
|
$1.3 Million
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
27,440
shares
|
$1.27 Million
0.13% of portfolio
|
Q4 2024
Added 36.63%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
27,417
shares
|
$1.27 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
27,344
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Added 9.07%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
27,322
shares
|
$1.27 Million
0.37% of portfolio
|
Q1 2025
Reduced 9.74%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
26,965
shares
|
$1.25 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
26,962
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2025
Added 41.89%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
26,458
shares
|
$1.23 Million
0.49% of portfolio
|
Q1 2025
Reduced 98.42%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
26,189
shares
|
$1.21 Million
0.01% of portfolio
|
Q4 2024
Added 291.23%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
25,475
shares
|
$1.18 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
25,460
shares
|
$1.18 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
24,759
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
24,721
shares
|
$1.15 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
24,231
shares
|
$1.12 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
24,054
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
24,045
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2024
Added 77.14%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
23,732
shares
|
$1.1 Million
0.16% of portfolio
|
Q2 2024
Added 15.87%
|