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 |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
17,563
shares
|
$813,518
0.26% of portfolio
|
Q3 2024
Reduced 21.12%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
17,327
shares
|
$802,586
0.04% of portfolio
|
Q4 2024
Added 56.01%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
17,294
shares
|
$801,058
0.37% of portfolio
|
Q1 2025
Added 20.41%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
17,256
shares
|
$799,297
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
17,165
shares
|
$795,082
0.92% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
16,842
shares
|
$780,121
0.06% of portfolio
|
Q4 2024
Added 22.29%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
16,724
shares
|
$774,655
0.32% of portfolio
|
Q1 2025
Added 39.24%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
16,554
shares
|
$766,781
0.06% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
16,534
shares
|
$765,854
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
16,302
shares
|
$755,108
0.6% of portfolio
|
Q1 2025
Added 221.98%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
16,226
shares
|
$751,588
0.03% of portfolio
|
Q1 2025
Reduced 52.9%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
16,096
shares
|
$745,566
0.8% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
16,064
shares
|
$744,084
0.47% of portfolio
|
Q4 2023
Reduced 11.72%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
15,995
shares
|
$740,888
0.02% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
15,979
shares
|
$740,147
0.4% of portfolio
|
Q4 2023
Added 8.39%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
15,513
shares
|
$718,562
0.09% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
15,463
shares
|
$716,246
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
15,288
shares
|
$708,140
0.06% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
15,221
shares
|
$705,036
0.11% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
15,221
shares
|
$705,036
0.01% of portfolio
|
Q4 2024
Added 42.75%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
15,002
shares
|
$694,892
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
14,376
shares
|
$665,896
0.21% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
14,263
shares
|
$660,662
0.38% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
14,215
shares
|
$658,438
0.04% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
14,057
shares
|
$651,120
2.55% of portfolio
|
Q3 2024
Reduced 8.05%
|