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 672 institutions that hold shares in the stock, with a total of 393 Million shares, which have been reported (via 13F filing form) to have a value of $18.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
115,284,075
shares
|
$5.34 Billion
0.99% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
73,174,421
shares
|
$3.39 Billion
0.28% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
46,510,374
shares
|
$2.15 Billion
0.17% of portfolio
|
Q4 2024
Added 441.96%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
20,860,251
shares
|
$966 Million
0.32% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
8,115,991
shares
|
$376 Million
1.01% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
7,057,114
shares
|
$327 Million
0.07% of portfolio
|
Q4 2024
Reduced 11.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
6,047,503
shares
|
$280 Million
0.12% of portfolio
|
Q4 2024
Added 16.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
5,664,014
shares
|
$262 Million
0.27% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
5,112,685
shares
|
$237 Million
0.06% of portfolio
|
Q4 2024
Added 14.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
4,409,990
shares
|
$204 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,362,311
shares
|
$202 Million
0.01% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
3,923,459
shares
|
$182 Million
5.0% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,857,241
shares
|
$179 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Lincoln National Corp
|
Apr 29, 2025 Q1 2025 |
3,500,919
shares
|
$162 Million
5.22% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,431,563
shares
|
$159 Million
0.1% of portfolio
|
Q3 2024
Added 102.55%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
2,564,973
shares
|
$119 Million
9.17% of portfolio
|
Q4 2024
New holding
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
2,221,640
shares
|
$103 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
2,114,301
shares
|
$97.9 Million
0.33% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
2,017,172
shares
|
$93.4 Million
0.19% of portfolio
|
Q4 2024
Added 41.05%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
1,670,069
shares
|
$77.4 Million
0.51% of portfolio
|
Q4 2024
Added 5824.12%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
1,627,307
shares
|
$75.4 Million
4.54% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,609,080
shares
|
$74.5 Million
2.67% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,522,333
shares
|
$70.5 Million
1.07% of portfolio
|
Q4 2024
Added 48059.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,452,394
shares
|
$67.3 Million
0.01% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
1,394,052
shares
|
$64.6 Million
0.99% of portfolio
|
Q1 2025
Added 2.96%
|