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 |
|---|---|---|---|---|---|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
361,806
shares
|
$17.1 Million
1.48% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
358,835
shares
|
$16.9 Million
3.57% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
355,342
shares
|
$16.8 Million
0.49% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
340,505
shares
|
$16.1 Million
2.77% of portfolio
|
Q2 2025
Reduced 9.96%
|
|
|
Vectors Research Management, LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
339,856
shares
|
$16 Million
5.42% of portfolio
|
Q2 2025
Added 13.96%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
336,925
shares
|
$15.9 Million
0.1% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
336,480
shares
|
$15.9 Million
1.34% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
332,534
shares
|
$15.7 Million
0.01% of portfolio
|
Q2 2025
Added 14.21%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
332,406
shares
|
$15.7 Million
4.67% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Windward Private Wealth Management Inc.
|
Jul 21, 2025 Q2 2025 |
329,643
shares
|
$15.5 Million
5.53% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
326,631
shares
|
$15.4 Million
0.09% of portfolio
|
Q2 2025
Added 7.62%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
322,733
shares
|
$15.2 Million
2.32% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
320,975
shares
|
$15.1 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
316,118
shares
|
$14.9 Million
2.8% of portfolio
|
Q2 2025
Added 21.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
314,987
shares
|
$14.8 Million
0.08% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
309,291
shares
|
$14.6 Million
2.66% of portfolio
|
Q2 2025
Reduced 47.88%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
295,267
shares
|
$13.9 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
294,562
shares
|
$13.9 Million
0.52% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
290,988
shares
|
$13.7 Million
0.03% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
290,049
shares
|
$13.7 Million
0.63% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
281,817
shares
|
$13.3 Million
1.78% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
259,960
shares
|
$12.3 Million
3.9% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
253,503
shares
|
$12 Million
1.49% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
252,687
shares
|
$11.9 Million
2.46% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
251,866
shares
|
$11.9 Million
0.15% of portfolio
|
Q2 2025
Reduced 12.91%
|