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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
53,150,304
shares
|
$2.51 Billion
0.19% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
48,706,894
shares
|
$2.3 Billion
0.18% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
21,081,488
shares
|
$994 Million
0.3% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
8,614,281
shares
|
$406 Million
0.96% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,171,795
shares
|
$338 Million
0.07% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
6,470,848
shares
|
$305 Million
3.23% of portfolio
|
Q2 2025
Added 6012.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
6,104,824
shares
|
$288 Million
0.1% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
5,854,616
shares
|
$276 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
5,688,769
shares
|
$268 Million
0.09% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
4,964,664
shares
|
$234 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,598,287
shares
|
$217 Million
0.01% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,141,363
shares
|
$195 Million
4.71% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
3,546,904
shares
|
$167 Million
0.67% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Lincoln National Corp
|
Aug 04, 2025 Q2 2025 |
3,452,281
shares
|
$163 Million
4.87% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,431,563
shares
|
$162 Million
0.1% of portfolio
|
Q3 2024
Added 102.55%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
3,295,801
shares
|
$155 Million
0.03% of portfolio
|
Q1 2025
Added 3248.75%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
2,299,857
shares
|
$108 Million
0.49% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
2,177,505
shares
|
$103 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
2,175,793
shares
|
$103 Million
1.45% of portfolio
|
Q2 2025
Added 18.79%
|
|
|
Castleark Management LLC
Chicago, IL |
Aug 15, 2025 Q2 2025 |
1,705,540
shares
|
$80.4 Million
2.85% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
1,658,973
shares
|
$78.2 Million
4.29% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,576,376
shares
|
$74.3 Million
0.01% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
1,491,066
shares
|
$70.3 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
1,442,830
shares
|
$68 Million
0.94% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
1,242,741
shares
|
$58.6 Million
3.49% of portfolio
|
Q2 2025
Added 1.97%
|