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 |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
21,104
shares
|
$963,397
0.04% of portfolio
|
Q3 2024
Added 23.76%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
20,981
shares
|
$957,782
0.14% of portfolio
|
Q1 2023
Added 18.97%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
20,890
shares
|
$953,628
0.69% of portfolio
|
Q3 2024
Added 52.3%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
20,828
shares
|
$950,798
0.19% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
20,669
shares
|
$943,539
0.08% of portfolio
|
Q4 2023
Added 6.42%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
20,084
shares
|
$916,834
0.12% of portfolio
|
Q4 2023
Reduced 8.14%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
19,525
shares
|
$891,316
0.02% of portfolio
|
Q3 2024
Added 12.72%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
19,234
shares
|
$878,032
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
19,160
shares
|
$874,654
0.06% of portfolio
|
Q2 2019
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
19,078
shares
|
$870,910
0.04% of portfolio
|
Q3 2024
Added 680.61%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
19,022
shares
|
$868,354
0.03% of portfolio
|
Q3 2024
Added 11.8%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
18,688
shares
|
$853,107
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
18,445
shares
|
$842,014
0.45% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
18,339
shares
|
$837,175
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
18,083
shares
|
$825,488
0.03% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
17,999
shares
|
$821,654
0.02% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
17,621
shares
|
$804,398
0.12% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Oct 21, 2024 Q3 2024 |
17,601
shares
|
$803,485
0.78% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
17,563
shares
|
$801,750
0.26% of portfolio
|
Q3 2024
Reduced 21.12%
|
|
|
Ht Partners LLC
|
Oct 23, 2024 Q3 2024 |
17,376
shares
|
$793,214
0.29% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
17,209
shares
|
$785,590
0.32% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
16,877
shares
|
$770,435
0.15% of portfolio
|
Q3 2024
Reduced 15.91%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
16,798
shares
|
$766,828
0.29% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
16,679
shares
|
$761,396
0.78% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
16,544
shares
|
$755,233
0.37% of portfolio
|
Q3 2024
Added 11.74%
|