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 |
|---|---|---|---|---|---|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
81,573
shares
|
$3.73 Million
3.16% of portfolio
|
Q1 2025
Added 11.92%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
81,573
shares
|
$3.73 Million
3.14% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
80,697
shares
|
$3.69 Million
0.12% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
80,364
shares
|
$3.68 Million
0.51% of portfolio
|
Q1 2025
Added 35.48%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
80,199
shares
|
$3.67 Million
1.27% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
80,035
shares
|
$3.66 Million
1.39% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
79,873
shares
|
$3.65 Million
0.36% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
79,346
shares
|
$3.63 Million
0.19% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
78,274
shares
|
$3.58 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
76,662
shares
|
$3.51 Million
0.0% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
75,332
shares
|
$3.45 Million
1.14% of portfolio
|
Q1 2025
Reduced 14.58%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
73,765
shares
|
$3.37 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
73,669
shares
|
$3.37 Million
0.14% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
73,529
shares
|
$3.36 Million
1.29% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
73,117
shares
|
$3.34 Million
0.44% of portfolio
|
Q1 2025
Reduced 45.03%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
May 06, 2025 Q1 2025 |
72,851
shares
|
$3.33 Million
2.67% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
72,165
shares
|
$3.3 Million
0.11% of portfolio
|
Q4 2024
Reduced 19.29%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
72,001
shares
|
$3.29 Million
0.68% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
69,987
shares
|
$3.2 Million
0.37% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
68,940
shares
|
$3.15 Million
0.0% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
66,019
shares
|
$3.02 Million
0.8% of portfolio
|
Q4 2024
Added 48.05%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
65,821
shares
|
$3.01 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
65,161
shares
|
$2.98 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
65,088
shares
|
$2.98 Million
0.03% of portfolio
|
Q1 2025
Reduced 22.37%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
64,984
shares
|
$2.97 Million
1.12% of portfolio
|
Q1 2025
Added 11.3%
|