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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
9,147
shares
|
$421,219
0.02% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
9,109
shares
|
$419,469
0.0% of portfolio
|
Q1 2025
Added 11.51%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
9,061
shares
|
$417,259
0.01% of portfolio
|
Q1 2024
Reduced 6.18%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
9,010
shares
|
$414,910
0.15% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
8,925
shares
|
$410,996
0.32% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
8,761
shares
|
$403,444
0.19% of portfolio
|
Q1 2025
Reduced 48.98%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
8,746
shares
|
$402,753
0.03% of portfolio
|
Q1 2025
Added 28.47%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
8,599
shares
|
$395,983
0.0% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jul 07, 2025 Q2 2025 |
8,560
shares
|
$394,188
0.43% of portfolio
|
Q4 2023
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
8,534
shares
|
$392,990
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
8,533
shares
|
$392,944
0.25% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
8,524
shares
|
$392,530
0.04% of portfolio
|
Q1 2025
Reduced 29.19%
|
|
|
Tran Capital Management, L.P.
|
Jul 14, 2025 Q2 2025 |
8,506
shares
|
$391,701
0.06% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
8,478
shares
|
$390,411
0.04% of portfolio
|
Q2 2025
Added 15.27%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
8,470
shares
|
$390,043
0.36% of portfolio
|
Q4 2021
New holding
|
|
|
Shayne & Co., LLC
|
May 02, 2025 Q1 2025 |
8,390
shares
|
$386,359
0.1% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
8,282
shares
|
$381,386
0.07% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
8,233
shares
|
$379,129
0.07% of portfolio
|
Q1 2025
Reduced 23.53%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
8,081
shares
|
$372,130
0.13% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
8,057
shares
|
$371,024
0.0% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
8,021
shares
|
$369,367
0.11% of portfolio
|
Q2 2025
Reduced 14.84%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
7,925
shares
|
$364,946
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
7,832
shares
|
$360,663
0.11% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
7,786
shares
|
$358,545
0.08% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
7,702
shares
|
$354,677
0.0% of portfolio
|
Q1 2025
Reduced 8.83%
|