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 691 institutions that hold shares in the stock, with a total of 271 Million shares, which have been reported (via 13F filing form) to have a value of $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,614
shares
|
$311,783
0.02% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
6,591
shares
|
$310,699
0.01% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
6,427
shares
|
$302,968
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,420
shares
|
$302,638
0.01% of portfolio
|
Q4 2024
Added 46.27%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
6,411
shares
|
$302,214
0.0% of portfolio
|
Q2 2025
Added 26.0%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
6,406
shares
|
$301,978
0.03% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
6,369
shares
|
$300,234
0.01% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
6,305
shares
|
$297,217
0.01% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,241
shares
|
$294,200
0.0% of portfolio
|
Q2 2022
Reduced 6.47%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
6,176
shares
|
$291,136
0.01% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
6,120
shares
|
$288,496
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
6,116
shares
|
$288,308
0.22% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
6,113
shares
|
$288,166
0.02% of portfolio
|
Q1 2025
Added 17.04%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
6,086
shares
|
$286,894
0.01% of portfolio
|
Q2 2025
Reduced 14.11%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
5,956
shares
|
$280,765
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
5,932
shares
|
$279,634
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
5,806
shares
|
$273,694
0.13% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
5,735
shares
|
$270,347
0.03% of portfolio
|
Q2 2025
Added 26.04%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
5,707
shares
|
$269,027
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
5,680
shares
|
$267,755
0.0% of portfolio
|
Q2 2025
Reduced 22.98%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
5,613
shares
|
$264,596
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
5,555
shares
|
$261,862
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
5,529
shares
|
$260,637
0.01% of portfolio
|
Q2 2025
Reduced 16.4%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
5,515
shares
|
$259,977
0.05% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
5,446
shares
|
$256,724
0.0% of portfolio
|
Q2 2025
Reduced 93.93%
|