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 674 institutions that hold shares in the stock, with a total of 394 Million shares, which have been reported (via 13F filing form) to have a value of $18.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
14,166
shares
|
$655,177
0.02% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
14,057
shares
|
$650,136
2.55% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
14,000
shares
|
$647,500
0.0% of portfolio
|
Q4 2024
Reduced 96.39%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
13,923
shares
|
$643,938
0.42% of portfolio
|
Q1 2023
Reduced 11.88%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
13,439
shares
|
$621,553
0.11% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
13,420
shares
|
$620,675
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
13,418
shares
|
$620,582
0.08% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
13,365
shares
|
$618,131
0.58% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
12,900
shares
|
$596,625
0.35% of portfolio
|
Q1 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
12,866
shares
|
$595,052
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
12,853
shares
|
$594,451
0.03% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
12,777
shares
|
$590,936
0.36% of portfolio
|
Q4 2024
Added 18.59%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Feb 12, 2025 Q4 2024 |
12,212
shares
|
$564,805
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
12,037
shares
|
$556,711
0.05% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
12,011
shares
|
$555,508
0.22% of portfolio
|
Q4 2024
Reduced 22.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
11,817
shares
|
$546,536
0.02% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
11,731
shares
|
$542,558
0.01% of portfolio
|
Q4 2024
Added 43.64%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
11,659
shares
|
$539,228
0.13% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
11,495
shares
|
$531,643
0.3% of portfolio
|
Q4 2024
Added 15.21%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
11,284
shares
|
$521,885
0.0% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
11,252
shares
|
$520,405
0.01% of portfolio
|
Q4 2024
Added 106.38%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
11,219
shares
|
$518,878
0.03% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
11,204
shares
|
$518,185
0.12% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
11,201
shares
|
$518,046
0.12% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
11,187
shares
|
$517,398
0.1% of portfolio
|
Q3 2022
Added 6.07%
|