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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
250,773
shares
|
$11.5 Million
0.03% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Apr 28, 2025 Q1 2025 |
249,288
shares
|
$11.4 Million
2.3% of portfolio
|
Q1 2025
Added 15.76%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
249,113
shares
|
$11.4 Million
1.49% of portfolio
|
Q1 2025
Added 19.74%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
248,622
shares
|
$11.4 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
243,933
shares
|
$11.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
228,489
shares
|
$10.5 Million
7.82% of portfolio
|
Q1 2025
Added 385.86%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
227,969
shares
|
$10.4 Million
0.28% of portfolio
|
Q1 2025
Added 182.05%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
224,907
shares
|
$10.3 Million
7.64% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
222,233
shares
|
$10.2 Million
0.62% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
222,196
shares
|
$10.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 71.04%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
221,674
shares
|
$10.1 Million
0.62% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
214,167
shares
|
$9.8 Million
0.05% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
May 14, 2025 Q1 2025 |
210,019
shares
|
$9.61 Million
7.56% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
208,728
shares
|
$9.55 Million
0.02% of portfolio
|
Q4 2024
Added 37.12%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
208,322
shares
|
$9.53 Million
0.02% of portfolio
|
Q4 2024
Added 33.47%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
207,355
shares
|
$9.48 Million
10.57% of portfolio
|
Q3 2023
Reduced 3.45%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
202,133
shares
|
$9.25 Million
0.09% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
200,906
shares
|
$9.19 Million
0.25% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
198,104
shares
|
$9.06 Million
0.87% of portfolio
|
Q1 2025
Reduced 15.69%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
198,088
shares
|
$9.06 Million
4.8% of portfolio
|
Q1 2025
Added 18.34%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
197,477
shares
|
$9.03 Million
1.67% of portfolio
|
Q1 2025
Reduced 58.88%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
196,152
shares
|
$8.97 Million
3.35% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
192,647
shares
|
$8.81 Million
0.26% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
191,451
shares
|
$8.76 Million
0.94% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
189,780
shares
|
$8.68 Million
0.42% of portfolio
|
Q2 2023
Reduced 1.08%
|