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 721 institutions that hold shares in the stock, with a total of 288 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 15, 2026 Q4 2025 |
8,853
shares
|
$415,736
0.18% of portfolio
|
Q4 2025
Added 19.7%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
8,850
shares
|
$415,596
0.01% of portfolio
|
Q3 2025
Added 157.49%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
8,827
shares
|
$414,515
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
8,746
shares
|
$410,712
0.03% of portfolio
|
Q1 2025
Added 28.47%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
8,735
shares
|
$410,195
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
8,733
shares
|
$410,101
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,683
shares
|
$407,753
0.0% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
8,560
shares
|
$401,977
0.06% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
8,470
shares
|
$397,751
0.36% of portfolio
|
Q4 2021
New holding
|
|
|
Shayne & Co., LLC
|
Nov 04, 2025 Q3 2025 |
8,390
shares
|
$393,994
0.12% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
8,380
shares
|
$393,524
0.01% of portfolio
|
Q4 2025
Reduced 9.65%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
8,146
shares
|
$382,536
0.01% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
8,032
shares
|
$377,182
0.08% of portfolio
|
Q4 2025
Added 7.52%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
7,995
shares
|
$375,445
0.06% of portfolio
|
Q3 2025
Added 40.09%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
7,935
shares
|
$372,627
0.01% of portfolio
|
Q3 2025
Added 20.39%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
7,903
shares
|
$371,124
0.1% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,885
shares
|
$370,279
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
7,741
shares
|
$363,517
0.11% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Cassilly Financial Group LLC
Severna Park, MD |
Jan 15, 2026 Q4 2025 |
7,727
shares
|
$362,859
0.32% of portfolio
|
Q4 2025
New holding
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jan 09, 2026 Q4 2025 |
7,605
shares
|
$357,130
0.37% of portfolio
|
Q4 2025
Reduced 11.16%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
7,562
shares
|
$355,111
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
7,534
shares
|
$353,796
0.03% of portfolio
|
Q4 2025
Added 24.2%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
7,486
shares
|
$351,542
0.01% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
7,408
shares
|
$347,879
0.1% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
7,355
shares
|
$345,390
0.0% of portfolio
|
Q3 2025
Reduced 36.83%
|
|