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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
103,558
shares
|
$4.88 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
101,870
shares
|
$4.8 Million
0.34% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
101,351
shares
|
$4.78 Million
5.01% of portfolio
|
Q1 2025
New holding
|
|
|
Security Benefit Life Insurance CO
Topeka, KS |
Aug 07, 2025 Q2 2025 |
100,000
shares
|
$4.71 Million
4.33% of portfolio
|
Q1 2025
Added 15.43%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
99,643
shares
|
$4.7 Million
0.98% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
98,710
shares
|
$4.65 Million
3.32% of portfolio
|
Q2 2025
Added 21.01%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
98,519
shares
|
$4.64 Million
1.11% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
98,467
shares
|
$4.64 Million
0.09% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
97,427
shares
|
$4.59 Million
0.89% of portfolio
|
Q2 2025
Added 14.31%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
95,587
shares
|
$4.51 Million
0.61% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
94,521
shares
|
$4.46 Million
0.56% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
94,408
shares
|
$4.45 Million
1.32% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
94,392
shares
|
$4.45 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
94,244
shares
|
$4.44 Million
0.39% of portfolio
|
Q2 2025
Added 17.99%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
93,131
shares
|
$4.39 Million
1.89% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
92,482
shares
|
$4.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.46%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
90,021
shares
|
$4.24 Million
0.5% of portfolio
|
Q2 2025
Reduced 33.12%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
89,210
shares
|
$4.21 Million
0.9% of portfolio
|
Q1 2025
Added 23.77%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
86,584
shares
|
$4.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 49.71%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
86,315
shares
|
$4.07 Million
0.09% of portfolio
|
Q2 2025
Added 96.33%
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
85,648
shares
|
$4.04 Million
1.29% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
84,034
shares
|
$3.96 Million
0.85% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
83,499
shares
|
$3.94 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
83,195
shares
|
$3.92 Million
0.11% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
82,988
shares
|
$3.91 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.34%
|