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 672 institutions that hold shares in the stock, with a total of 391 Million shares, which have been reported (via 13F filing form) to have a value of $18.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
20,669
shares
|
$956,561
0.08% of portfolio
|
Q4 2023
Added 6.42%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
20,576
shares
|
$952,257
0.04% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
20,463
shares
|
$947,027
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
20,191
shares
|
$934,439
0.03% of portfolio
|
Q4 2024
Added 11.66%
|
|
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
20,000
shares
|
$925,600
4.23% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
19,509
shares
|
$902,876
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
19,401
shares
|
$897,878
0.45% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
19,260
shares
|
$891,352
0.24% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
19,160
shares
|
$886,724
0.06% of portfolio
|
Q2 2019
New holding
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
19,132
shares
|
$885,428
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
19,002
shares
|
$879,412
0.03% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Feb 13, 2025 Q4 2024 |
18,914
shares
|
$875,339
0.39% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
18,692
shares
|
$865,065
0.07% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
18,554
shares
|
$858,679
0.41% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
18,409
shares
|
$851,968
0.04% of portfolio
|
Q4 2024
Added 29.11%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
17,790
shares
|
$823,321
0.31% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
17,621
shares
|
$815,499
0.12% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
17,563
shares
|
$812,815
0.26% of portfolio
|
Q3 2024
Reduced 21.12%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
17,327
shares
|
$801,893
0.04% of portfolio
|
Q4 2024
Added 56.01%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
17,270
shares
|
$799,255
0.33% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
17,256
shares
|
$798,607
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
17,246
shares
|
$798,144
0.02% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
17,172
shares
|
$794,720
0.37% of portfolio
|
Q4 2024
Added 627.63%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
16,842
shares
|
$779,447
0.06% of portfolio
|
Q4 2024
Added 22.29%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
16,593
shares
|
$767,924
0.03% of portfolio
|
Q4 2024
New holding
|