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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
6,544
shares
|
$303,118
0.05% of portfolio
|
Q1 2025
Reduced 49.99%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
6,477
shares
|
$300,014
0.01% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,420
shares
|
$297,374
0.01% of portfolio
|
Q4 2024
Added 46.27%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
6,406
shares
|
$296,725
0.03% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
6,347
shares
|
$293,993
0.01% of portfolio
|
Q1 2025
Reduced 18.24%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,241
shares
|
$289,083
0.0% of portfolio
|
Q2 2022
Reduced 6.47%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
6,240
shares
|
$289,036
0.06% of portfolio
|
Q4 2024
Reduced 9.49%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
6,176
shares
|
$286,072
0.01% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
6,147
shares
|
$284,729
0.02% of portfolio
|
Q1 2025
Added 36.12%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
6,113
shares
|
$283,154
0.02% of portfolio
|
Q1 2025
Added 17.04%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
6,008
shares
|
$278,290
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
5,743
shares
|
$266,015
0.14% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
5,695
shares
|
$263,792
0.01% of portfolio
|
Q4 2024
Added 12.97%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Feb 11, 2025 Q4 2024 |
5,668
shares
|
$262,541
0.54% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
5,567
shares
|
$257,863
0.0% of portfolio
|
Q4 2024
Added 169.59%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
5,482
shares
|
$253,926
0.01% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
5,457
shares
|
$252,768
0.1% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Trust CO Of Virginia
|
Apr 24, 2025 Q1 2025 |
5,445
shares
|
$252,212
0.02% of portfolio
|
Q3 2024
Reduced 7.66%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
5,425
shares
|
$251,286
0.0% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
5,410
shares
|
$250,591
0.02% of portfolio
|
Q1 2025
Added 133.69%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,403
shares
|
$250,266
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
5,233
shares
|
$242,392
0.01% of portfolio
|
Q1 2025
Reduced 14.4%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
5,231
shares
|
$242,299
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
5,198
shares
|
$240,771
0.0% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
5,162
shares
|
$239,103
0.1% of portfolio
|
Q1 2025
Reduced 42.2%
|