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 |
|---|---|---|---|---|---|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
850
shares
|
$40,069
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
818
shares
|
$38,560
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
812
shares
|
$38,277
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
800
shares
|
$37,712
0.01% of portfolio
|
Q2 2025
Reduced 39.07%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
791
shares
|
$37,287
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
761
shares
|
$35,873
0.02% of portfolio
|
Q1 2025
Reduced 97.84%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
748
shares
|
$35,260
0.01% of portfolio
|
Q2 2025
Reduced 30.42%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
736
shares
|
$34,695
0.01% of portfolio
|
Q2 2024
Added 59.65%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
732
shares
|
$34,506
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
726
shares
|
$34,223
0.01% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
692
shares
|
$32,620
0.03% of portfolio
|
Q2 2025
Added 25.59%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
692
shares
|
$32,620
0.03% of portfolio
|
Q2 2025
Added 29.35%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
680
shares
|
$32,055
0.0% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
680
shares
|
$32,055
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
590
shares
|
$27,812
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
551
shares
|
$25,974
0.0% of portfolio
|
Q1 2025
Reduced 79.37%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
525
shares
|
$24,748
0.01% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
524
shares
|
$24,701
0.0% of portfolio
|
Q2 2025
Reduced 70.71%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
520
shares
|
$24,512
0.0% of portfolio
|
Q3 2024
Added 23.22%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
513
shares
|
$24,182
0.0% of portfolio
|
Q2 2025
Added 440.0%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
471
shares
|
$22,202
0.0% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
470
shares
|
$22,155
0.01% of portfolio
|
Q4 2024
Reduced 68.2%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
465
shares
|
$21,920
0.0% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
459
shares
|
$21,637
0.01% of portfolio
|
Q2 2025
Reduced 13.07%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
423
shares
|
$19,940
0.0% of portfolio
|
Q2 2025
Added 1.44%
|