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 720 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
202
shares
|
$9,485
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
200
shares
|
$9,392
0.01% of portfolio
|
Q2 2010
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
197
shares
|
$9,251
0.0% of portfolio
|
Q4 2023
Added 1.55%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
181
shares
|
$8,499
0.0% of portfolio
|
Q1 2025
Reduced 34.89%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
175
shares
|
$8,218
0.0% of portfolio
|
Q4 2025
Added 2.94%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
173
shares
|
$8,124
0.0% of portfolio
|
Q2 2024
Reduced 21.72%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
171
shares
|
$8,030
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
160
shares
|
$7,513
0.0% of portfolio
|
Q2 2024
Reduced 32.49%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
155
shares
|
$7,278
0.0% of portfolio
|
Q3 2025
Added 150.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
145
shares
|
$6,809
0.0% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
145
shares
|
$6,809
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
137
shares
|
$6,433
0.0% of portfolio
|
Q3 2023
Reduced 78.08%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
129
shares
|
$6,057
0.0% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
127
shares
|
$5,963
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Palouse Capital Management, Inc.
|
Jan 22, 2026 Q4 2025 |
123
shares
|
$5,776
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
116
shares
|
$5,447
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
107
shares
|
$5,024
0.0% of portfolio
|
Q3 2025
Added 197.22%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
104
shares
|
$4,883
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 21, 2026 Q4 2025 |
100
shares
|
$4,696
0.0% of portfolio
|
Q4 2025
Reduced 24.24%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
89
shares
|
$4,179
0.0% of portfolio
|
Q3 2023
Added 393.26%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
83
shares
|
$3,897
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
81
shares
|
$3,803
0.0% of portfolio
|
Q3 2024
Reduced 97.79%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
73
shares
|
$3,428
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Albion Financial Group
|
Jan 21, 2026 Q4 2025 |
72
shares
|
$3,381
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
70
shares
|
$3,287
0.0% of portfolio
|
Q4 2022
Reduced 55.13%
|
|