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 708 institutions that hold shares in the stock, with a total of 288 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
627,716
shares
|
$29.5 Million
0.47% of portfolio
|
Q4 2023
Reduced 6.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
620,518
shares
|
$29.1 Million
0.04% of portfolio
|
Q3 2024
Added 11.83%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
611,806
shares
|
$28.7 Million
0.37% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
600,243
shares
|
$28.2 Million
0.25% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
597,332
shares
|
$28.1 Million
3.21% of portfolio
|
Q3 2025
Added 9.27%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
590,937
shares
|
$27.8 Million
0.38% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
582,759
shares
|
$27.4 Million
5.95% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
581,926
shares
|
$27.3 Million
0.29% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
567,646
shares
|
$26.7 Million
4.3% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
555,126
shares
|
$26.1 Million
0.04% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
542,161
shares
|
$25.5 Million
0.05% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
539,655
shares
|
$25.3 Million
3.58% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
528,346
shares
|
$24.8 Million
0.82% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
506,632
shares
|
$23.8 Million
0.09% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
494,649
shares
|
$23.2 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
478,516
shares
|
$22.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
477,375
shares
|
$22.4 Million
0.25% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
475,743
shares
|
$22.3 Million
3.72% of portfolio
|
Q3 2025
Added 50.5%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
468,238
shares
|
$22 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
468,155
shares
|
$22 Million
1.66% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2025 Q3 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
|
$21.9 Million
1.3% of portfolio
|
Q2 2025
Added 76.07%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
432,791
shares
|
$20.3 Million
1.25% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
428,257
shares
|
$20.1 Million
5.59% of portfolio
|
Q1 2023
Added 14.63%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
426,599
shares
|
$20 Million
1.16% of portfolio
|
Q3 2025
Added 0.54%
|
|