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 |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
1,064,487
shares
|
$48.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
1,028,551
shares
|
$47 Million
3.05% of portfolio
|
Q3 2024
Added 11.82%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
998,530
shares
|
$45.6 Million
1.69% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
929,056
shares
|
$42.4 Million
0.45% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
920,194
shares
|
$42 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.11%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
878,095
shares
|
$40.1 Million
7.65% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
863,344
shares
|
$39.4 Million
0.86% of portfolio
|
Q3 2024
Added 26.25%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
844,000
shares
|
$38.5 Million
0.04% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
816,601
shares
|
$37.3 Million
0.09% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
782,131
shares
|
$35.7 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
780,000
shares
|
$35.6 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
778,551
shares
|
$35.5 Million
0.1% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
776,829
shares
|
$35.5 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
751,595
shares
|
$34.3 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
703,258
shares
|
$32.1 Million
0.05% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
648,805
shares
|
$29.6 Million
1.32% of portfolio
|
Q3 2024
Added 42.08%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
627,716
shares
|
$28.7 Million
0.47% of portfolio
|
Q4 2023
Reduced 6.69%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
626,029
shares
|
$28.6 Million
4.26% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
620,518
shares
|
$28.3 Million
0.04% of portfolio
|
Q3 2024
Added 11.83%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
609,140
shares
|
$27.8 Million
1.21% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
573,634
shares
|
$26.2 Million
5.08% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
557,555
shares
|
$25.5 Million
0.1% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
554,253
shares
|
$25.3 Million
0.95% of portfolio
|
Q3 2024
Added 46.81%
|
|
|
Evergreen Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
552,364
shares
|
$25.2 Million
7.2% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
526,698
shares
|
$24 Million
5.92% of portfolio
|
Q3 2024
Added 5.64%
|