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 |
|---|---|---|---|---|---|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
4,599
shares
|
$216,796
0.48% of portfolio
|
Q1 2022
Reduced 1.77%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
4,594
shares
|
$216,561
0.19% of portfolio
|
Q1 2024
Added 0.2%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
4,567
shares
|
$215,288
0.02% of portfolio
|
Q1 2025
Added 1677.04%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
4,533
shares
|
$213,685
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
4,489
shares
|
$211,611
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Aug 12, 2025 Q2 2025 |
4,445
shares
|
$209,537
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Aug 13, 2025 Q2 2025 |
4,353
shares
|
$205,200
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
4,347
shares
|
$204,917
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
4,003
shares
|
$188,701
0.04% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
3,946
shares
|
$186,014
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
3,823
shares
|
$180,216
0.08% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
3,687
shares
|
$173,805
0.01% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,631
shares
|
$171,165
0.02% of portfolio
|
Q4 2024
Added 100.72%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
3,587
shares
|
$169,091
0.0% of portfolio
|
Q2 2025
Added 82.92%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,437
shares
|
$162,020
0.0% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
3,216
shares
|
$151,602
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,097
shares
|
$145,992
0.0% of portfolio
|
Q2 2025
Reduced 48.92%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
3,000
shares
|
$141,420
0.0% of portfolio
|
Q2 2025
Reduced 71.7%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
2,718
shares
|
$128,126
0.05% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
2,680
shares
|
$126,335
0.17% of portfolio
|
Q2 2025
Reduced 14.38%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
2,515
shares
|
$118,557
0.03% of portfolio
|
Q2 2025
Reduced 90.57%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
2,329
shares
|
$109,789
0.04% of portfolio
|
Q2 2025
Added 20.86%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
2,311
shares
|
$108,940
0.02% of portfolio
|
Q2 2025
Reduced 31.87%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
2,287
shares
|
$107,809
0.04% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,257
shares
|
$106,394
0.01% of portfolio
|
Q2 2023
Reduced 17.9%
|