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 674 institutions that hold shares in the stock, with a total of 394 Million shares, which have been reported (via 13F filing form) to have a value of $18.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
29,142
shares
|
$1.35 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
28,896
shares
|
$1.34 Million
0.38% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
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%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
28,614
shares
|
$1.32 Million
0.1% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
28,556
shares
|
$1.32 Million
0.04% of portfolio
|
Q4 2024
Added 142.08%
|
|
|
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
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
28,091
shares
|
$1.3 Million
0.05% 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%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
27,344
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Added 9.07%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
27,277
shares
|
$1.26 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
27,269
shares
|
$1.26 Million
0.31% of portfolio
|
Q4 2024
Reduced 24.58%
|
|
|
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
|
|
|
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%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
25,460
shares
|
$1.18 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
24,914
shares
|
$1.15 Million
0.37% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
24,836
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
24,779
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2024
Added 80.7%
|
|
|
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
|
|
|
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%
|
|
|
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%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
23,283
shares
|
$1.08 Million
0.44% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
22,973
shares
|
$1.06 Million
0.4% of portfolio
|
Q4 2024
Added 19.44%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
22,150
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
21,773
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Added 85.21%
|