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 629 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 $15.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
66,765
shares
|
$3.1 Million
1.2% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
66,734
shares
|
$3.09 Million
0.45% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
66,726
shares
|
$3.09 Million
2.83% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Innova Wealth Partners
|
Oct 30, 2024 Q3 2024 |
66,726
shares
|
$3.09 Million
2.83% of portfolio
|
Q3 2024
New holding
|
|
|
Equity Investment Corp
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
65,840
shares
|
$3.05 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
64,190
shares
|
$2.98 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
64,010
shares
|
$2.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 69.12%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
63,205
shares
|
$2.93 Million
1.74% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
62,879
shares
|
$2.92 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
62,875
shares
|
$2.91 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
61,237
shares
|
$2.84 Million
0.65% of portfolio
|
Q2 2023
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
61,055
shares
|
$2.83 Million
0.06% of portfolio
|
Q3 2024
Added 122.88%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
60,775
shares
|
$2.82 Million
0.36% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
60,003
shares
|
$2.78 Million
0.3% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
59,234
shares
|
$2.75 Million
0.99% of portfolio
|
Q3 2024
Reduced 25.98%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
58,119
shares
|
$2.69 Million
0.31% of portfolio
|
Q3 2024
Added 37.14%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
57,738
shares
|
$2.68 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
57,438
shares
|
$2.66 Million
0.09% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
56,483
shares
|
$2.62 Million
0.9% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
55,368
shares
|
$2.57 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
54,766
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
54,054
shares
|
$2.51 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
53,795
shares
|
$2.49 Million
0.47% of portfolio
|
Q3 2024
Added 16.78%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
53,612
shares
|
$2.49 Million
0.07% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
52,993
shares
|
$2.46 Million
2.04% of portfolio
|
Q3 2024
Reduced 0.17%
|