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 691 institutions that hold shares in the stock, with a total of 271 Million shares, which have been reported (via 13F filing form) to have a value of $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
583,484
shares
|
$27.5 Million
0.32% of portfolio
|
Q2 2025
Added 20.61%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
582,759
shares
|
$27.5 Million
5.95% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
581,926
shares
|
$27.4 Million
0.29% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Sofi Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
579,898
shares
|
$27.3 Million
1.99% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
546,681
shares
|
$25.8 Million
3.11% of portfolio
|
Q2 2025
Reduced 33.41%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
539,151
shares
|
$25.4 Million
0.04% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
530,423
shares
|
$25 Million
0.06% of portfolio
|
Q2 2025
Added 40.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
506,832
shares
|
$23.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
503,251
shares
|
$23.7 Million
3.58% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
490,655
shares
|
$23.1 Million
1.85% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
485,405
shares
|
$22.9 Million
0.09% of portfolio
|
Q2 2025
Added 24.38%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
480,270
shares
|
$22.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
477,375
shares
|
$22.5 Million
0.25% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
471,574
shares
|
$22.2 Million
0.98% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Aug 14, 2025 Q2 2025 |
467,648
shares
|
$22 Million
0.17% of portfolio
|
Q4 2021
Added 58.25%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
466,361
shares
|
$22 Million
1.3% of portfolio
|
Q2 2025
Added 76.07%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
457,706
shares
|
$21.6 Million
0.77% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
446,592
shares
|
$21.1 Million
0.97% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
428,257
shares
|
$20.2 Million
5.59% of portfolio
|
Q1 2023
Added 14.63%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
424,303
shares
|
$20 Million
1.21% of portfolio
|
Q2 2025
Added 21.55%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
423,898
shares
|
$20 Million
0.94% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
409,786
shares
|
$19.3 Million
0.03% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
406,673
shares
|
$19.2 Million
1.26% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
386,289
shares
|
$18.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
377,435
shares
|
$17.8 Million
2.68% of portfolio
|
Q2 2025
Added 1.94%
|