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 629 institutions that hold shares in the stock, with a total of 342 Million shares, which have been reported (via 13F filing form) to have a value of $15.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
209,911
shares
|
$9.73 Million
2.54% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Sea Bridge Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
208,570
shares
|
$9.67 Million
2.47% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
207,355
shares
|
$9.61 Million
10.57% of portfolio
|
Q3 2023
Reduced 3.45%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Nov 13, 2024 Q3 2024 |
201,795
shares
|
$9.36 Million
7.36% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
201,320
shares
|
$9.33 Million
0.02% of portfolio
|
Q3 2024
Added 81.37%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
201,154
shares
|
$9.33 Million
0.02% of portfolio
|
Q3 2024
Added 42.82%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
201,013
shares
|
$9.32 Million
0.0% of portfolio
|
Q3 2024
Added 28.87%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
195,331
shares
|
$9.06 Million
3.3% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
195,294
shares
|
$9.05 Million
1.08% of portfolio
|
Q3 2024
Added 23.41%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
194,669
shares
|
$9.02 Million
1.81% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
192,367
shares
|
$8.92 Million
0.91% of portfolio
|
Q3 2024
Added 14.89%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
191,625
shares
|
$8.88 Million
0.05% of portfolio
|
Q3 2024
Reduced 25.87%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
189,780
shares
|
$8.8 Million
0.42% of portfolio
|
Q2 2023
Reduced 1.08%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
189,123
shares
|
$8.77 Million
4.86% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
187,661
shares
|
$8.7 Million
1.07% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
185,703
shares
|
$8.61 Million
0.08% of portfolio
|
Q3 2024
Added 10.56%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
182,825
shares
|
$8.48 Million
3.84% of portfolio
|
Q3 2024
Added 9.08%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
182,459
shares
|
$8.46 Million
0.25% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
181,127
shares
|
$8.4 Million
3.51% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
178,815
shares
|
$8.29 Million
0.0% of portfolio
|
Q2 2024
Added 4.89%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
175,394
shares
|
$8.13 Million
3.95% of portfolio
|
Q3 2024
Added 17.14%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
175,189
shares
|
$8.12 Million
0.2% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
172,956
shares
|
$8.02 Million
0.33% of portfolio
|
Q3 2023
Reduced 28.16%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
171,230
shares
|
$7.94 Million
3.99% of portfolio
|
Q3 2024
Added 16.78%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
170,874
shares
|
$7.92 Million
0.0% of portfolio
|
Q3 2024
Added 2.16%
|