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 |
|---|---|---|---|---|---|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
1,614
shares
|
$74,760
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
1,576
shares
|
$73,000
0.01% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
1,570
shares
|
$72,722
0.02% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,465
shares
|
$67,858
0.0% of portfolio
|
Q4 2024
Added 290.67%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,463
shares
|
$67,766
0.01% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
1,345
shares
|
$62,300
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,325
shares
|
$61,374
0.0% of portfolio
|
Q4 2024
Reduced 38.03%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
1,313
shares
|
$60,818
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,110
shares
|
$51,415
0.0% of portfolio
|
Q4 2024
Added 276.27%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,089
shares
|
$50,442
0.01% of portfolio
|
Q4 2024
Reduced 39.7%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,075
shares
|
$49,794
0.01% of portfolio
|
Q1 2025
Added 9.25%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
1,040
shares
|
$48,172
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
1,028
shares
|
$47,616
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,000
shares
|
$46,320
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
882
shares
|
$40,854
0.03% of portfolio
|
Q2 2022
Reduced 76.84%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
869
shares
|
$40,252
0.03% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
850
shares
|
$39,372
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
812
shares
|
$37,611
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
761
shares
|
$35,249
0.02% of portfolio
|
Q1 2025
Reduced 97.84%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
742
shares
|
$34,369
0.01% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
736
shares
|
$34,091
0.01% of portfolio
|
Q2 2024
Added 59.65%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
731
shares
|
$33,859
0.0% of portfolio
|
Q1 2025
Added 138.89%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
713
shares
|
$33,026
0.01% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
680
shares
|
$31,497
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
590
shares
|
$27,328
0.01% of portfolio
|
Q1 2025
New holding
|