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 |
|---|---|---|---|---|---|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Feb 10, 2025 Q4 2024 |
234,022
shares
|
$10.8 Million
7.25% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 02, 2025 Q4 2024 |
229,748
shares
|
$10.6 Million
1.95% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
228,489
shares
|
$10.6 Million
7.82% of portfolio
|
Q1 2025
Added 385.86%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
220,658
shares
|
$10.2 Million
0.65% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Feb 07, 2025 Q4 2024 |
215,351
shares
|
$9.97 Million
2.02% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
210,431
shares
|
$9.74 Million
0.06% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Feb 13, 2025 Q4 2024 |
210,213
shares
|
$9.73 Million
7.26% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
208,728
shares
|
$9.66 Million
0.02% of portfolio
|
Q4 2024
Added 37.12%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
208,322
shares
|
$9.64 Million
0.02% of portfolio
|
Q4 2024
Added 33.47%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
208,051
shares
|
$9.63 Million
1.2% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
207,355
shares
|
$9.6 Million
10.57% of portfolio
|
Q3 2023
Reduced 3.45%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
200,906
shares
|
$9.3 Million
0.25% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
198,171
shares
|
$9.17 Million
0.08% of portfolio
|
Q4 2024
Added 172.5%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
196,152
shares
|
$9.08 Million
3.35% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
192,647
shares
|
$8.92 Million
0.26% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
192,589
shares
|
$8.91 Million
1.13% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
191,990
shares
|
$8.89 Million
1.85% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
191,872
shares
|
$8.88 Million
0.08% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
191,306
shares
|
$8.85 Million
0.04% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
189,780
shares
|
$8.78 Million
0.42% of portfolio
|
Q2 2023
Reduced 1.08%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
189,395
shares
|
$8.77 Million
0.18% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
186,101
shares
|
$8.61 Million
4.3% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
179,483
shares
|
$8.31 Million
1.22% of portfolio
|
Q4 2024
Added 71.22%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
178,815
shares
|
$8.28 Million
0.0% of portfolio
|
Q2 2024
Added 4.89%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
177,547
shares
|
$8.22 Million
0.86% of portfolio
|
Q4 2024
Added 7.8%
|