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 |
---|---|---|---|---|---|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
92
shares
|
$4,261
0.0% of portfolio
|
Q1 2025
New holding
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
89
shares
|
$4,122
0.0% of portfolio
|
Q3 2023
Added 393.26%
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
83
shares
|
$3,844
0.0% of portfolio
|
Q2 2024
New holding
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
81
shares
|
$3,751
0.0% of portfolio
|
Q3 2024
Reduced 97.79%
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
74
shares
|
$3,427
0.0% of portfolio
|
Q1 2025
Reduced 16.85%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
73
shares
|
$3,381
0.0% of portfolio
|
Q2 2022
New holding
|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
70
shares
|
$3,242
0.0% of portfolio
|
Q4 2022
Reduced 55.13%
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
68
shares
|
$3,149
0.0% of portfolio
|
Q1 2025
New holding
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
64
shares
|
$2,964
0.0% of portfolio
|
Q2 2024
New holding
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
63
shares
|
$2,918
0.0% of portfolio
|
Q3 2024
Reduced 29.21%
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
60
shares
|
$2,779
0.0% of portfolio
|
Q4 2022
Reduced 97.01%
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
59
shares
|
$2,732
0.0% of portfolio
|
Q4 2024
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
58
shares
|
$2,686
0.0% of portfolio
|
Q1 2025
Reduced 51.67%
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
56
shares
|
$2,593
0.0% of portfolio
|
Q4 2024
New holding
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
55
shares
|
$2,547
0.0% of portfolio
|
Q3 2022
New holding
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
50
shares
|
$2,316
0.0% of portfolio
|
Q1 2025
Added 51.52%
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
42
shares
|
$1,945
0.0% of portfolio
|
Q4 2024
New holding
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
40
shares
|
$1,852
0.0% of portfolio
|
Q4 2024
New holding
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
38
shares
|
$1,760
0.0% of portfolio
|
Q4 2024
New holding
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
37
shares
|
$1,713
0.0% of portfolio
|
Q3 2024
New holding
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
36
shares
|
$1,667
0.0% of portfolio
|
Q3 2024
Reduced 91.41%
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
32
shares
|
$1,482
0.0% of portfolio
|
Q3 2024
Reduced 59.49%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
32
shares
|
$1,482
0.0% of portfolio
|
Q4 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
30
shares
|
$1,389
0.0% of portfolio
|
Q3 2024
Added 275.0%
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
30
shares
|
$1,389
0.0% of portfolio
|
Q1 2025
Added 328.57%
|