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 628 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 $15.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
30,026
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
29,627
shares
|
$1.35 Million
0.45% of portfolio
|
Q3 2024
Added 48.76%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Nov 07, 2024 Q3 2024 |
29,354
shares
|
$1.34 Million
1.13% of portfolio
|
Q3 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
28,574
shares
|
$1.3 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
28,521
shares
|
$1.3 Million
0.17% of portfolio
|
Q3 2024
Reduced 17.21%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
28,207
shares
|
$1.29 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
28,191
shares
|
$1.29 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
28,184
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Added 28.84%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
27,269
shares
|
$1.24 Million
0.31% of portfolio
|
Q3 2024
Reduced 11.91%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
25,978
shares
|
$1.19 Million
0.14% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
25,684
shares
|
$1.17 Million
0.27% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
25,071
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
24,902
shares
|
$1.14 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
24,759
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
24,380
shares
|
$1.11 Million
0.35% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
23,732
shares
|
$1.08 Million
0.16% of portfolio
|
Q2 2024
Added 15.87%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
23,583
shares
|
$1.08 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
23,524
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
23,155
shares
|
$1.06 Million
0.44% of portfolio
|
Q3 2024
Added 17.71%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
22,817
shares
|
$1.04 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
22,801
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
Added 170.64%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
22,460
shares
|
$1.03 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
21,773
shares
|
$993,937
0.01% of portfolio
|
Q3 2024
Added 85.21%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
21,604
shares
|
$986,222
0.05% of portfolio
|
Q3 2024
Reduced 22.63%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
21,234
shares
|
$969,332
0.05% of portfolio
|
Q3 2024
Added 78.05%
|