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 669 institutions that hold shares in the stock, with a total of 388 Million shares, which have been reported (via 13F filing form) to have a value of $18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
7,786
shares
|
$360,647
0.08% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
7,610
shares
|
$352,495
0.08% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
7,533
shares
|
$348,928
0.08% of portfolio
|
Q1 2025
Added 61.44%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
7,490
shares
|
$346,936
0.01% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
7,471
shares
|
$346,056
0.26% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
7,413
shares
|
$343,370
0.11% of portfolio
|
Q1 2025
Added 12.42%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
7,355
shares
|
$340,683
0.04% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
7,335
shares
|
$339,757
0.05% of portfolio
|
Q4 2024
Reduced 25.05%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
7,329
shares
|
$339,479
0.02% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
7,165
shares
|
$331,882
0.0% of portfolio
|
Q4 2024
Added 207.12%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
7,147
shares
|
$331,049
0.02% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,113
shares
|
$329,474
0.01% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
7,090
shares
|
$328,408
0.1% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
7,086
shares
|
$328,223
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
7,070
shares
|
$327,482
0.03% of portfolio
|
Q1 2025
Added 19.51%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
6,870
shares
|
$318,218
0.26% of portfolio
|
Q1 2025
Added 25.48%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
6,856
shares
|
$317,569
0.08% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
6,780
shares
|
$314,049
0.02% of portfolio
|
Q4 2024
Reduced 13.44%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,709
shares
|
$310,760
0.01% of portfolio
|
Q2 2020
Reduced 25.82%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
6,650
shares
|
$308,028
0.18% of portfolio
|
Q1 2025
Reduced 15.29%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
6,638
shares
|
$307,472
0.01% of portfolio
|
Q1 2025
Added 57.04%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
6,632
shares
|
$307,194
0.13% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
6,614
shares
|
$306,360
0.02% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
6,612
shares
|
$306,267
0.26% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
6,609
shares
|
$306,128
0.01% of portfolio
|
Q1 2025
Reduced 19.64%
|