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 |
|---|---|---|---|---|---|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
11,656
shares
|
$536,758
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
|
$529,436
0.1% of portfolio
|
Q1 2025
Reduced 14.45%
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Jul 09, 2025 Q2 2025 |
11,482
shares
|
$528,746
0.81% of portfolio
|
Q2 2025
New holding
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
11,437
shares
|
$526,673
0.41% of portfolio
|
Q1 2025
Reduced 80.11%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
11,255
shares
|
$518,292
0.07% of portfolio
|
Q1 2025
Added 13.82%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
11,201
shares
|
$515,806
0.11% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
11,187
shares
|
$515,161
0.1% of portfolio
|
Q3 2022
Added 6.07%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
11,143
shares
|
$513,135
0.04% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
10,903
shares
|
$502,083
0.05% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
10,819
shares
|
$498,214
0.04% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
10,778
shares
|
$496,326
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
10,767
shares
|
$495,820
0.11% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
10,713
shares
|
$493,333
0.01% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
10,644
shares
|
$490,156
0.07% of portfolio
|
Q1 2025
Added 45.11%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
10,600
shares
|
$488,129
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
10,485
shares
|
$482,834
0.03% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
10,419
shares
|
$479,794
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,939
shares
|
$457,690
0.01% of portfolio
|
Q4 2023
Reduced 2.53%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
9,686
shares
|
$446,040
0.0% of portfolio
|
Q1 2025
Reduced 13.92%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
9,617
shares
|
$442,862
0.01% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
9,615
shares
|
$442,770
0.07% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
9,499
shares
|
$437,428
0.15% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
9,428
shares
|
$434,159
0.02% of portfolio
|
Q4 2024
Reduced 31.71%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
9,313
shares
|
$428,863
0.34% of portfolio
|
Q2 2025
Added 35.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
9,262
shares
|
$426,515
0.0% of portfolio
|
Q1 2025
Reduced 8.29%
|