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 628 institutions that hold shares in the stock, with a total of 342 Million shares, which have been reported (via 13F filing form) to have a value of $15.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shayne & Co., LLC
|
Oct 23, 2024 Q3 2024 |
8,390
shares
|
$383,003
0.1% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
8,263
shares
|
$377,205
0.03% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
8,167
shares
|
$372,823
0.0% of portfolio
|
Q3 2024
Added 28.13%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
7,988
shares
|
$364,652
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
7,903
shares
|
$360,771
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
7,861
shares
|
$358,854
0.01% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
7,833
shares
|
$357,576
0.02% of portfolio
|
Q3 2024
Added 29.58%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 26, 2024 Q2 2024 |
7,823
shares
|
$357,119
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
7,674
shares
|
$350,318
0.07% of portfolio
|
Q2 2024
Reduced 46.35%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
7,627
shares
|
$348,172
0.0% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
7,534
shares
|
$343,927
0.04% of portfolio
|
Q3 2024
Reduced 16.96%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
7,512
shares
|
$342,922
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
7,488
shares
|
$341,827
0.03% of portfolio
|
Q3 2024
Reduced 20.07%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
7,486
shares
|
$341,735
0.01% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
7,442
shares
|
$339,727
0.01% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
7,400
shares
|
$337,810
0.05% of portfolio
|
Q3 2024
Reduced 15.31%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,234
shares
|
$330,232
0.01% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
7,211
shares
|
$329,182
0.01% of portfolio
|
Q3 2024
Added 22.8%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
7,163
shares
|
$326,990
0.02% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
7,030
shares
|
$320,919
0.09% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
6,894
shares
|
$314,711
0.07% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
6,850
shares
|
$312,702
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
6,763
shares
|
$308,730
0.03% of portfolio
|
Q3 2022
Reduced 22.26%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
6,755
shares
|
$308,365
0.02% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,709
shares
|
$306,265
0.01% of portfolio
|
Q2 2020
Reduced 25.82%
|