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 691 institutions that hold shares in the stock, with a total of 271 Million shares, which have been reported (via 13F filing form) to have a value of $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
18,187
shares
|
$857,335
0.04% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
17,969
shares
|
$847,058
0.2% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
17,745
shares
|
$836,499
0.31% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
17,665
shares
|
$832,728
0.02% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
17,621
shares
|
$830,653
0.12% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
17,563
shares
|
$827,919
0.26% of portfolio
|
Q3 2024
Reduced 21.12%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
17,225
shares
|
$811,986
0.01% of portfolio
|
Q2 2025
Added 25.31%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
17,090
shares
|
$805,622
0.04% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
17,026
shares
|
$802,605
0.01% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
17,025
shares
|
$802,558
0.02% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
16,789
shares
|
$791,433
0.04% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
16,650
shares
|
$784,881
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Axecap Investments, LLC
Mason, OH |
Jul 30, 2025 Q2 2025 |
16,564
shares
|
$780,826
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
16,096
shares
|
$758,765
0.8% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
16,064
shares
|
$757,256
0.47% of portfolio
|
Q4 2023
Reduced 11.72%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
16,006
shares
|
$754,522
0.06% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
15,979
shares
|
$753,250
0.4% of portfolio
|
Q4 2023
Added 8.39%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
15,463
shares
|
$728,925
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jul 15, 2025 Q2 2025 |
15,420
shares
|
$726,898
0.7% of portfolio
|
Q2 2025
Reduced 78.83%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
15,288
shares
|
$720,676
0.06% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
15,221
shares
|
$717,517
0.03% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
15,110
shares
|
$712,285
0.0% of portfolio
|
Q2 2025
Added 96.18%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
14,862
shares
|
$700,594
0.02% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
14,853
shares
|
$700,170
0.11% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
14,847
shares
|
$699,887
0.34% of portfolio
|
Q2 2025
Added 4.09%
|