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 |
|---|---|---|---|---|---|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
143,943
shares
|
$6.79 Million
1.9% of portfolio
|
Q2 2025
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
137,779
shares
|
$6.49 Million
2.33% of portfolio
|
Q3 2024
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
135,955
shares
|
$6.41 Million
0.88% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
134,212
shares
|
$6.33 Million
5.88% of portfolio
|
Q2 2025
Added 26.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
134,066
shares
|
$6.32 Million
0.15% of portfolio
|
Q2 2025
Reduced 71.41%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
133,567
shares
|
$6.3 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
133,322
shares
|
$6.28 Million
0.21% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Chandler Asset Management, Inc.
|
Aug 08, 2025 Q2 2025 |
132,645
shares
|
$6.25 Million
1.09% of portfolio
|
Q1 2025
Added 18.64%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
127,894
shares
|
$6.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Parker Financial LLC
Silverdale, WA |
Jul 25, 2025 Q2 2025 |
125,107
shares
|
$5.9 Million
2.5% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
124,797
shares
|
$5.88 Million
1.47% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
121,329
shares
|
$5.72 Million
3.34% of portfolio
|
Q2 2025
Added 29.72%
|
|
|
Unison Advisors LLC
|
Jul 29, 2025 Q2 2025 |
118,778
shares
|
$5.6 Million
0.66% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
116,480
shares
|
$5.49 Million
0.08% of portfolio
|
Q2 2025
Added 12.24%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
113,708
shares
|
$5.36 Million
0.06% of portfolio
|
Q2 2025
Added 28.68%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
113,005
shares
|
$5.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 49.14%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
110,988
shares
|
$5.23 Million
3.64% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
108,365
shares
|
$5.11 Million
2.76% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
108,132
shares
|
$5.1 Million
0.05% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
107,995
shares
|
$5.09 Million
2.31% of portfolio
|
Q2 2024
Added 3.32%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
107,728
shares
|
$5.08 Million
0.31% of portfolio
|
Q2 2025
Added 12.24%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
107,335
shares
|
$5.06 Million
0.0% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
106,246
shares
|
$5.01 Million
0.06% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
105,238
shares
|
$4.96 Million
1.0% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
104,085
shares
|
$4.91 Million
0.7% of portfolio
|
Q2 2025
Added 22.56%
|