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 688 institutions that hold shares in the stock, with a total of 378 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
363
shares
|
$16,741
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
344
shares
|
$15,865
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
342
shares
|
$15,773
0.01% of portfolio
|
Q1 2025
Added 12.13%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
293
shares
|
$13,513
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
293
shares
|
$13,513
0.0% of portfolio
|
Q2 2022
Reduced 72.15%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
290
shares
|
$13,374
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
284
shares
|
$13,098
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
280
shares
|
$12,913
0.0% of portfolio
|
Q1 2025
Added 22.81%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
272
shares
|
$12,544
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
270
shares
|
$12,452
0.0% of portfolio
|
Q2 2025
Reduced 11.48%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
256
shares
|
$11,806
0.0% of portfolio
|
Q3 2024
Added 24.27%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
251
shares
|
$11,576
0.0% of portfolio
|
Q1 2025
Added 3485.71%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
251
shares
|
$11,576
0.0% of portfolio
|
Q1 2025
Reduced 31.61%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
241
shares
|
$11,114
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
239
shares
|
$11,022
0.0% of portfolio
|
Q1 2025
Added 14.35%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
225
shares
|
$10,377
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
200
shares
|
$9,224
0.01% of portfolio
|
Q2 2010
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
200
shares
|
$9,224
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
197
shares
|
$9,085
0.0% of portfolio
|
Q4 2023
Added 1.55%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
189
shares
|
$8,716
0.01% of portfolio
|
Q4 2024
Added 759.09%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
186
shares
|
$8,578
0.0% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
181
shares
|
$8,347
0.0% of portfolio
|
Q1 2025
Reduced 34.89%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
173
shares
|
$7,978
0.0% of portfolio
|
Q2 2024
Reduced 21.72%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
171
shares
|
$7,886
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
160
shares
|
$7,379
0.0% of portfolio
|
Q2 2024
Reduced 32.49%
|