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 |
|---|---|---|---|---|---|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
17,969
shares
|
$827,472
0.2% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
17,791
shares
|
$819,275
0.02% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
17,745
shares
|
$817,157
0.31% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
17,621
shares
|
$811,447
0.12% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
17,563
shares
|
$808,776
0.26% of portfolio
|
Q3 2024
Reduced 21.12%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
17,327
shares
|
$797,908
0.04% of portfolio
|
Q4 2024
Added 56.01%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
17,316
shares
|
$797,401
0.85% of portfolio
|
Q1 2025
Added 29.03%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
17,026
shares
|
$784,047
0.01% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
16,789
shares
|
$773,133
0.04% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
16,761
shares
|
$771,844
0.02% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
16,724
shares
|
$770,140
0.32% of portfolio
|
Q1 2025
Added 39.24%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
16,554
shares
|
$762,311
0.06% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
16,534
shares
|
$761,390
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
16,302
shares
|
$750,707
0.6% of portfolio
|
Q1 2025
Added 221.98%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
16,226
shares
|
$747,207
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
|
$741,220
0.8% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
16,064
shares
|
$739,747
0.47% of portfolio
|
Q4 2023
Reduced 11.72%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
15,995
shares
|
$736,569
0.02% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
15,979
shares
|
$735,832
0.4% of portfolio
|
Q4 2023
Added 8.39%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
15,513
shares
|
$714,373
0.09% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
15,463
shares
|
$712,071
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jul 15, 2025 Q2 2025 |
15,420
shares
|
$710,091
0.7% of portfolio
|
Q2 2025
Reduced 78.83%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
15,288
shares
|
$704,012
0.06% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
15,221
shares
|
$700,927
0.11% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
15,002
shares
|
$690,842
0.12% of portfolio
|
Q1 2025
New holding
|