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 629 institutions that hold shares in the stock, with a total of 342 Million shares, which have been reported (via 13F filing form) to have a value of $15.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
504,271
shares
|
$23.4 Million
10.17% of portfolio
|
Q3 2024
Added 15.43%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
500,044
shares
|
$23.2 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
496,395
shares
|
$23 Million
0.04% of portfolio
|
Q3 2024
Reduced 30.63%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
489,487
shares
|
$22.7 Million
0.25% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
477,375
shares
|
$22.1 Million
0.25% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
470,249
shares
|
$21.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
467,648
shares
|
$21.7 Million
0.19% of portfolio
|
Q4 2021
Added 58.25%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
454,806
shares
|
$21.1 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
447,028
shares
|
$20.7 Million
0.13% of portfolio
|
Q3 2024
Reduced 12.36%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
446,081
shares
|
$20.7 Million
0.24% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
430,076
shares
|
$19.9 Million
0.01% of portfolio
|
Q3 2024
Added 305.52%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
428,257
shares
|
$19.9 Million
5.59% of portfolio
|
Q1 2023
Added 14.63%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
424,770
shares
|
$19.7 Million
1.54% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Park Avenue Institutional Advisers LLC
|
Nov 04, 2024 Q3 2024 |
412,915
shares
|
$19.1 Million
36.34% of portfolio
|
Q3 2024
Reduced 21.42%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
408,078
shares
|
$18.9 Million
0.94% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
407,702
shares
|
$18.9 Million
0.28% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
388,200
shares
|
$18 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
373,097
shares
|
$17.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
371,927
shares
|
$17.2 Million
0.69% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
367,320
shares
|
$17 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
345,867
shares
|
$16 Million
0.04% of portfolio
|
Q3 2024
Reduced 10.69%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
338,370
shares
|
$15.7 Million
2.83% of portfolio
|
Q3 2024
Added 137.06%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
336,457
shares
|
$15.6 Million
1.1% of portfolio
|
Q3 2024
Added 765.6%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
329,400
shares
|
$15.3 Million
3.78% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
328,965
shares
|
$15.3 Million
0.34% of portfolio
|
Q3 2024
Added 5.57%
|