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 683 institutions that hold shares in the stock, with a total of 371 Million shares, which have been reported (via 13F filing form) to have a value of $17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
364,825
shares
|
$16.7 Million
4.06% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
353,531
shares
|
$16.2 Million
1.54% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
349,085
shares
|
$16 Million
1.07% of portfolio
|
Q1 2025
Added 24.22%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
343,783
shares
|
$15.7 Million
0.54% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
339,582
shares
|
$15.5 Million
1.47% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
336,925
shares
|
$15.4 Million
0.1% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Whitcomb & Hess, Inc.
|
Apr 08, 2025 Q1 2025 |
326,005
shares
|
$14.9 Million
4.92% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
325,851
shares
|
$14.9 Million
0.04% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
323,700
shares
|
$14.8 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Windward Private Wealth Management Inc.
|
May 08, 2025 Q1 2025 |
321,309
shares
|
$14.7 Million
5.81% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
303,507
shares
|
$13.9 Million
0.09% of portfolio
|
Q1 2025
Added 21.36%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
302,864
shares
|
$13.9 Million
2.42% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
302,552
shares
|
$13.8 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
298,221
shares
|
$13.6 Million
4.84% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
291,156
shares
|
$13.3 Million
0.01% of portfolio
|
Q1 2025
Added 101.55%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
289,193
shares
|
$13.2 Million
0.18% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
286,100
shares
|
$13.1 Million
0.54% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
282,711
shares
|
$12.9 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
282,478
shares
|
$12.9 Million
0.03% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
268,994
shares
|
$12.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 46.34%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
264,874
shares
|
$12.1 Million
0.74% of portfolio
|
Q1 2025
Reduced 14.32%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
260,696
shares
|
$11.9 Million
2.68% of portfolio
|
Q1 2025
Added 35.79%
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
260,032
shares
|
$11.9 Million
4.19% of portfolio
|
Q1 2025
Added 31.15%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
259,099
shares
|
$11.9 Million
2.72% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
258,422
shares
|
$11.8 Million
2.01% of portfolio
|
Q1 2025
Added 12.48%
|