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 671 institutions that hold shares in the stock, with a total of 391 Million shares, which have been reported (via 13F filing form) to have a value of $18.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
570,439
shares
|
$26.4 Million
6.36% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
542,732
shares
|
$25.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
542,617
shares
|
$25.1 Million
0.36% of portfolio
|
Q4 2024
Added 33.09%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
537,799
shares
|
$24.9 Million
10.18% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
532,233
shares
|
$24.6 Million
4.54% of portfolio
|
Q4 2024
Reduced 14.98%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
528,522
shares
|
$24.5 Million
0.25% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
527,883
shares
|
$24.4 Million
0.38% of portfolio
|
Q1 2025
Added 40.59%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
527,755
shares
|
$24.4 Million
0.83% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
517,974
shares
|
$24 Million
0.04% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
498,755
shares
|
$23.1 Million
0.89% of portfolio
|
Q4 2024
Added 34.1%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
487,323
shares
|
$22.6 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
480,930
shares
|
$22.3 Million
1.09% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
480,278
shares
|
$22.2 Million
1.98% of portfolio
|
Q4 2024
Reduced 86.72%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
477,375
shares
|
$22.1 Million
0.25% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
474,983
shares
|
$22 Million
0.25% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
469,505
shares
|
$21.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Feb 14, 2025 Q4 2024 |
467,648
shares
|
$21.6 Million
0.18% of portfolio
|
Q4 2021
Added 58.25%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
443,637
shares
|
$20.5 Million
1.49% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
428,257
shares
|
$19.8 Million
5.59% of portfolio
|
Q1 2023
Added 14.63%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
423,980
shares
|
$19.6 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
415,055
shares
|
$19.2 Million
1.52% of portfolio
|
Q4 2024
Added 80.83%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
364,825
shares
|
$16.9 Million
4.06% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
361,723
shares
|
$16.7 Million
2.86% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
349,085
shares
|
$16.2 Million
1.07% of portfolio
|
Q1 2025
Added 24.22%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
346,497
shares
|
$16 Million
0.02% of portfolio
|
Q4 2024
Added 6.33%
|