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 |
|---|---|---|---|---|---|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
14,750
shares
|
$695,315
0.65% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
14,734
shares
|
$694,560
0.3% of portfolio
|
Q2 2025
Reduced 20.59%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
14,678
shares
|
$691,920
0.1% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
14,592
shares
|
$687,866
0.14% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
14,470
shares
|
$682,115
0.2% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
14,215
shares
|
$670,095
0.04% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
14,057
shares
|
$662,646
2.55% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
13,923
shares
|
$656,330
0.42% of portfolio
|
Q1 2023
Reduced 11.88%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
13,909
shares
|
$655,670
0.08% of portfolio
|
Q2 2025
Added 30.67%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
13,718
shares
|
$646,666
0.48% of portfolio
|
Q1 2025
Reduced 82.64%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
13,549
shares
|
$638,699
0.02% of portfolio
|
Q2 2025
Reduced 26.29%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
13,400
shares
|
$631,676
0.36% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
12,925
shares
|
$609,284
0.09% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
12,900
shares
|
$608,106
0.35% of portfolio
|
Q1 2023
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
12,787
shares
|
$602,779
0.11% of portfolio
|
Q2 2025
Added 11.22%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
12,401
shares
|
$584,583
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
12,377
shares
|
$583,451
0.12% of portfolio
|
Q2 2025
Added 40.23%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
12,374
shares
|
$583,310
0.22% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
12,351
shares
|
$582,226
0.34% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
12,140
shares
|
$572,279
0.08% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
12,129
shares
|
$571,761
0.48% of portfolio
|
Q2 2025
Added 21558.93%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
12,115
shares
|
$571,101
0.02% of portfolio
|
Q2 2025
Added 32.45%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
12,111
shares
|
$570,912
0.11% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,974
shares
|
$564,454
0.07% of portfolio
|
Q2 2025
Added 78.53%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
11,804
shares
|
$556,440
0.39% of portfolio
|
Q2 2025
Reduced 2.49%
|