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 |
|---|---|---|---|---|---|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
82,788
shares
|
$3.9 Million
0.45% of portfolio
|
Q2 2025
Added 13.23%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
82,424
shares
|
$3.89 Million
0.49% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
81,363
shares
|
$3.84 Million
0.21% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
80,377
shares
|
$3.79 Million
1.18% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
77,536
shares
|
$3.66 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
77,212
shares
|
$3.64 Million
0.0% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
75,332
shares
|
$3.55 Million
1.08% of portfolio
|
Q1 2025
Reduced 14.58%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
74,497
shares
|
$3.51 Million
0.13% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
73,248
shares
|
$3.45 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
72,479
shares
|
$3.42 Million
0.33% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
71,200
shares
|
$3.36 Million
0.0% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
68,536
shares
|
$3.23 Million
0.1% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Mas Advisors LLC
Miami, FL |
Jul 22, 2025 Q2 2025 |
68,260
shares
|
$3.22 Million
5.33% of portfolio
|
Q2 2025
Reduced 28.47%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
67,313
shares
|
$3.17 Million
0.12% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
66,933
shares
|
$3.16 Million
2.62% of portfolio
|
Q2 2025
Reduced 47.68%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Aug 27, 2025 Q2 2025 |
66,870
shares
|
$3.15 Million
1.19% of portfolio
|
Q2 2025
Added 122.62%
|
|
|
Surience Private Wealth LLC
|
Jul 15, 2025 Q2 2025 |
66,759
shares
|
$3.15 Million
3.02% of portfolio
|
Q2 2025
New holding
|
|
|
Prudent Man Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
66,284
shares
|
$3.12 Million
1.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
66,019
shares
|
$3.11 Million
0.8% of portfolio
|
Q4 2024
Added 48.05%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
65,638
shares
|
$3.09 Million
0.1% of portfolio
|
Q2 2025
Reduced 28.19%
|
|
|
Equity Investment Corp
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
63,690
shares
|
$3 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
63,157
shares
|
$2.98 Million
0.3% of portfolio
|
Q2 2025
Reduced 14.38%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
62,846
shares
|
$2.96 Million
0.25% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
62,371
shares
|
$2.94 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
62,305
shares
|
$2.94 Million
0.84% of portfolio
|
Q2 2025
Added 17.78%
|