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 |
|---|---|---|---|---|---|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
5,111
shares
|
$236,741
0.16% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
5,088
shares
|
$235,676
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
5,078
shares
|
$235,212
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
5,051
shares
|
$233,962
0.34% of portfolio
|
Q4 2024
Reduced 42.14%
|
|
|
Elite Life Management LLC
Erie, PA |
Apr 24, 2025 Q1 2025 |
5,040
shares
|
$233,452
0.73% of portfolio
|
Q1 2025
Reduced 93.17%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
5,024
shares
|
$232,711
0.02% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
5,014
shares
|
$232,248
0.18% of portfolio
|
Q1 2025
Reduced 9.07%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
4,983
shares
|
$230,812
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
4,887
shares
|
$226,365
0.01% of portfolio
|
Q1 2025
Reduced 16.23%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
4,887
shares
|
$226,365
0.0% of portfolio
|
Q1 2025
Reduced 17.7%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
4,855
shares
|
$224,883
0.08% of portfolio
|
Q1 2025
Reduced 14.15%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
4,762
shares
|
$220,575
0.01% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
4,711
shares
|
$218,213
0.02% of portfolio
|
Q1 2025
Reduced 12.84%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
4,599
shares
|
$213,025
0.48% of portfolio
|
Q1 2022
Reduced 1.77%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
4,594
shares
|
$212,794
0.14% of portfolio
|
Q1 2024
Added 0.2%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
4,586
shares
|
$212,423
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,550
shares
|
$210,756
0.02% of portfolio
|
Q1 2025
Added 21.04%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
4,515
shares
|
$209,134
0.09% of portfolio
|
Q1 2025
Reduced 43.41%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
4,487
shares
|
$207,837
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
4,476
shares
|
$207,328
0.16% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
4,445
shares
|
$205,892
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
4,427
shares
|
$205,058
0.01% of portfolio
|
Q1 2025
Reduced 14.6%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
4,417
shares
|
$204,595
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
4,404
shares
|
$203,993
0.23% of portfolio
|
Q1 2025
Reduced 20.42%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
3,964
shares
|
$183,612
0.09% of portfolio
|
Q1 2025
Added 4.78%
|