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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
244,027
shares
|
$11.5 Million
0.27% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Aug 08, 2025 Q2 2025 |
241,118
shares
|
$11.4 Million
2.13% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
240,427
shares
|
$11.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
238,673
shares
|
$11.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
237,685
shares
|
$11.2 Million
0.42% of portfolio
|
Q2 2025
Added 44.33%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
237,120
shares
|
$11.2 Million
0.02% of portfolio
|
Q2 2025
Added 73.69%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
230,608
shares
|
$10.9 Million
0.59% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
230,554
shares
|
$10.9 Million
0.02% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Sterling Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
230,388
shares
|
$10.9 Million
7.7% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
220,270
shares
|
$10.4 Million
0.18% of portfolio
|
Q2 2025
Added 9.64%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
219,277
shares
|
$10.3 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
208,728
shares
|
$9.84 Million
0.02% of portfolio
|
Q4 2024
Added 37.12%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
207,355
shares
|
$9.77 Million
10.57% of portfolio
|
Q3 2023
Reduced 3.45%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
207,228
shares
|
$9.77 Million
3.23% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
206,865
shares
|
$9.75 Million
0.94% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Aug 12, 2025 Q2 2025 |
206,507
shares
|
$9.73 Million
7.14% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
205,692
shares
|
$9.7 Million
0.84% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
201,547
shares
|
$9.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
200,321
shares
|
$9.44 Million
0.64% of portfolio
|
Q2 2025
Added 37.34%
|
|
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
Aug 12, 2025 Q2 2025 |
200,000
shares
|
$9.43 Million
4.23% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
199,483
shares
|
$9.4 Million
4.53% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
197,477
shares
|
$9.31 Million
1.67% of portfolio
|
Q1 2025
Reduced 58.88%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
196,565
shares
|
$9.27 Million
7.67% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
193,283
shares
|
$9.11 Million
0.24% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
189,780
shares
|
$8.95 Million
0.42% of portfolio
|
Q2 2023
Reduced 1.08%
|