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 |
---|---|---|---|---|---|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
30,916
shares
|
$1.42 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
30,864
shares
|
$1.42 Million
0.6% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
30,369
shares
|
$1.4 Million
0.39% of portfolio
|
Q2 2025
Reduced 31.9%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
30,064
shares
|
$1.38 Million
0.04% of portfolio
|
Q1 2025
Reduced 32.91%
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
30,001
shares
|
$1.38 Million
0.02% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
29,303
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 64.04%
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
29,060
shares
|
$1.34 Million
0.39% of portfolio
|
Q1 2025
Added 0.57%
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
28,654
shares
|
$1.32 Million
0.71% of portfolio
|
Q3 2024
Added 266.28%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
28,175
shares
|
$1.3 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
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
27,930
shares
|
$1.29 Million
0.16% of portfolio
|
Q1 2025
Added 45.99%
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
27,537
shares
|
$1.27 Million
0.38% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
27,440
shares
|
$1.26 Million
0.12% of portfolio
|
Q4 2024
Added 36.63%
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
27,417
shares
|
$1.26 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
26,940
shares
|
$1.24 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
26,682
shares
|
$1.23 Million
0.35% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
26,458
shares
|
$1.22 Million
0.49% of portfolio
|
Q1 2025
Reduced 98.42%
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
25,475
shares
|
$1.17 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
25,142
shares
|
$1.16 Million
0.1% of portfolio
|
Q2 2025
Added 202.88%
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
24,759
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2023
New holding
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
24,628
shares
|
$1.13 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
24,054
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
23,787
shares
|
$1.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
23,732
shares
|
$1.09 Million
0.16% of portfolio
|
Q2 2024
Added 15.87%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
23,648
shares
|
$1.09 Million
0.08% of portfolio
|
Q1 2025
Added 40.41%
|