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 |
|---|---|---|---|---|---|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
344,507
shares
|
$15.9 Million
1.39% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
336,925
shares
|
$15.6 Million
0.1% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
332,871
shares
|
$15.4 Million
0.5% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
330,999
shares
|
$15.3 Million
1.39% of portfolio
|
Q4 2024
Added 24.18%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
327,700
shares
|
$15.2 Million
0.67% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Whitcomb & Hess, Inc.
|
Apr 08, 2025 Q1 2025 |
326,005
shares
|
$15.1 Million
4.92% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
316,756
shares
|
$14.7 Million
5.61% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
316,604
shares
|
$14.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 15.14%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
312,215
shares
|
$14.4 Million
2.36% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
311,494
shares
|
$14.4 Million
0.09% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
309,160
shares
|
$14.3 Million
1.07% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
284,831
shares
|
$13.2 Million
2.49% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
283,764
shares
|
$13.1 Million
0.66% of portfolio
|
Q4 2024
Reduced 9.65%
|
|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
276,447
shares
|
$12.8 Million
4.28% of portfolio
|
Q4 2024
Reduced 11.75%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
276,162
shares
|
$12.8 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
272,759
shares
|
$12.6 Million
0.03% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
260,068
shares
|
$12 Million
0.45% of portfolio
|
Q4 2024
Added 13.68%
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
260,032
shares
|
$12 Million
4.19% of portfolio
|
Q1 2025
Added 31.15%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
250,094
shares
|
$11.6 Million
0.07% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
246,323
shares
|
$11.4 Million
0.07% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
244,375
shares
|
$11.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 29.34%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
244,175
shares
|
$11.3 Million
2.57% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
236,609
shares
|
$11 Million
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
236,561
shares
|
$10.9 Million
0.65% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
234,958
shares
|
$10.9 Million
1.1% of portfolio
|
Q4 2024
Added 22.14%
|