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 628 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 $15.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
129,122
shares
|
$5.89 Million
0.22% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
126,511
shares
|
$5.78 Million
0.07% of portfolio
|
Q3 2024
Added 122.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
125,037
shares
|
$5.71 Million
0.14% of portfolio
|
Q3 2024
Added 32.31%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
124,215
shares
|
$5.67 Million
0.0% of portfolio
|
Q3 2024
Added 88.26%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
117,780
shares
|
$5.38 Million
1.34% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
116,864
shares
|
$5.33 Million
0.67% of portfolio
|
Q3 2024
Added 45.94%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
116,506
shares
|
$5.32 Million
0.53% of portfolio
|
Q3 2024
Reduced 10.39%
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 04, 2024 Q3 2024 |
115,817
shares
|
$5.29 Million
2.75% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
114,935
shares
|
$5.25 Million
0.86% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
113,477
shares
|
$5.18 Million
0.33% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
110,830
shares
|
$5.06 Million
1.4% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
108,567
shares
|
$4.96 Million
0.0% of portfolio
|
Q3 2024
Added 62.92%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
108,434
shares
|
$4.95 Million
1.04% of portfolio
|
Q3 2024
Added 102.22%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
107,995
shares
|
$4.93 Million
2.31% of portfolio
|
Q2 2024
Added 3.32%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
104,823
shares
|
$4.79 Million
0.77% of portfolio
|
Q3 2024
Added 786.0%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
104,664
shares
|
$4.78 Million
0.42% of portfolio
|
Q3 2024
Added 39.49%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
104,020
shares
|
$4.75 Million
0.99% of portfolio
|
Q3 2024
Reduced 13.47%
|
|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
101,495
shares
|
$4.63 Million
0.58% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
100,188
shares
|
$4.57 Million
1.53% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Chandler Asset Management, Inc.
|
Oct 31, 2024 Q3 2024 |
98,630
shares
|
$4.5 Million
0.88% of portfolio
|
Q3 2024
Added 30.71%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
94,509
shares
|
$4.31 Million
0.11% of portfolio
|
Q2 2024
Reduced 27.63%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
93,758
shares
|
$4.28 Million
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
90,499
shares
|
$4.13 Million
0.03% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
90,441
shares
|
$4.13 Million
2.63% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
89,387
shares
|
$4.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.04%
|