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 |
|---|---|---|---|---|---|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
1,218,719
shares
|
$56.1 Million
3.48% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
1,206,860
shares
|
$55.6 Million
4.79% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,184,156
shares
|
$54.5 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,183,612
shares
|
$54.5 Million
0.1% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,120,199
shares
|
$51.6 Million
4.41% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,009,656
shares
|
$46.5 Million
0.1% of portfolio
|
Q1 2025
Added 19.97%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
972,083
shares
|
$44.8 Million
2.6% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
943,031
shares
|
$43.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
940,628
shares
|
$43.3 Million
0.06% of portfolio
|
Q1 2025
Added 12.26%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
913,358
shares
|
$42.1 Million
7.86% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
894,980
shares
|
$41.2 Million
0.4% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
890,813
shares
|
$41 Million
0.89% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
870,000
shares
|
$40.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
849,464
shares
|
$39.1 Million
1.51% of portfolio
|
Q1 2025
Added 9.53%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
831,647
shares
|
$38.3 Million
0.1% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
820,982
shares
|
$37.8 Million
5.18% of portfolio
|
Q1 2025
Added 33.39%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
818,800
shares
|
$37.7 Million
0.04% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
776,844
shares
|
$35.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
740,695
shares
|
$34.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
720,045
shares
|
$33.2 Million
1.78% of portfolio
|
Q2 2025
Added 13.82%
|
|
|
Evergreen Advisors, LLC
|
May 07, 2025 Q1 2025 |
644,467
shares
|
$29.7 Million
8.29% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
627,716
shares
|
$28.9 Million
0.47% of portfolio
|
Q4 2023
Reduced 6.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
620,518
shares
|
$28.6 Million
0.04% of portfolio
|
Q3 2024
Added 11.83%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
609,976
shares
|
$28.1 Million
11.43% of portfolio
|
Q1 2025
Added 13.42%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
607,738
shares
|
$28 Million
0.39% of portfolio
|
Q2 2025
Added 2.72%
|