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 395 Million shares, which have been reported (via 13F filing form) to have a value of $18.3 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
|
$5.36 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
|
$3.4 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
|
$2.16 Billion
0.17% of portfolio
|
Q4 2024
Added 441.96%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
19,859,857
shares
|
$923 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
8,115,991
shares
|
$377 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
|
$328 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
|
$281 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
|
$263 Million
0.27% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
5,112,685
shares
|
$238 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
|
$205 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,362,311
shares
|
$203 Million
0.01% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
3,898,004
shares
|
$181 Million
0.64% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
3,617,793
shares
|
$168 Million
4.59% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
Lincoln National Corp
|
Feb 06, 2025 Q4 2024 |
3,456,910
shares
|
$161 Million
5.04% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,431,563
shares
|
$160 Million
0.1% of portfolio
|
Q3 2024
Added 102.55%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
3,095,900
shares
|
$144 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
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
|
Feb 06, 2025 Q4 2024 |
2,296,423
shares
|
$107 Million
0.41% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
2,114,301
shares
|
$98.3 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
|
$93.8 Million
0.19% of portfolio
|
Q4 2024
Added 41.05%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
1,670,069
shares
|
$77.6 Million
0.51% of portfolio
|
Q4 2024
Added 5824.12%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,609,080
shares
|
$74.8 Million
2.67% of portfolio
|
Q4 2024
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,599,764
shares
|
$74.4 Million
4.35% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,522,333
shares
|
$70.8 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
|
$67.5 Million
0.01% of portfolio
|
Q4 2024
Added 3.24%
|