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 686 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 |
|---|---|---|---|---|---|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
14,376
shares
|
$663,021
0.21% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
14,320
shares
|
$660,438
0.03% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
14,263
shares
|
$657,809
0.38% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
14,215
shares
|
$655,595
0.04% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
14,057
shares
|
$648,308
2.55% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
13,975
shares
|
$644,527
0.02% of portfolio
|
Q1 2025
Reduced 55.86%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
13,962
shares
|
$643,927
0.41% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
13,923
shares
|
$642,128
0.42% of portfolio
|
Q1 2023
Reduced 11.88%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
13,890
shares
|
$640,606
0.66% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
13,849
shares
|
$638,715
0.16% of portfolio
|
Q1 2025
Added 18.78%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
13,746
shares
|
$633,965
0.01% of portfolio
|
Q1 2025
Reduced 29.54%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
13,718
shares
|
$632,674
0.48% of portfolio
|
Q1 2025
Reduced 82.64%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
13,540
shares
|
$624,464
0.28% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
12,925
shares
|
$596,101
0.09% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
12,900
shares
|
$594,948
0.35% of portfolio
|
Q1 2023
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
12,772
shares
|
$589,044
0.11% of portfolio
|
Q1 2025
Reduced 20.63%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
12,599
shares
|
$581,065
0.08% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
12,377
shares
|
$570,827
0.12% of portfolio
|
Q2 2025
Added 40.23%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
12,351
shares
|
$569,628
0.34% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Ignite Planners, LLC
|
Jul 23, 2025 Q2 2025 |
12,104
shares
|
$558,236
0.09% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
11,804
shares
|
$544,400
0.39% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
11,782
shares
|
$543,385
0.24% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
11,732
shares
|
$541,079
0.03% of portfolio
|
Q2 2025
Reduced 12.15%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
11,656
shares
|
$537,574
0.54% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
11,497
shares
|
$530,241
0.1% of portfolio
|
Q1 2025
Reduced 14.45%
|