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 |
|---|---|---|---|---|---|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
16,427
shares
|
$749,892
0.03% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
16,231
shares
|
$740,945
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
16,064
shares
|
$733,321
0.47% of portfolio
|
Q4 2023
Reduced 11.72%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
15,979
shares
|
$729,441
0.4% of portfolio
|
Q4 2023
Added 8.39%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
15,915
shares
|
$726,519
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
15,872
shares
|
$724,556
0.1% of portfolio
|
Q3 2024
Added 23.07%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
15,469
shares
|
$706,159
0.02% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
15,463
shares
|
$705,885
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
15,426
shares
|
$704,196
0.29% of portfolio
|
Q3 2024
Reduced 71.82%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
15,346
shares
|
$700,544
0.36% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
14,987
shares
|
$684,156
0.08% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
14,742
shares
|
$672,972
0.04% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
14,581
shares
|
$665,622
0.2% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
14,557
shares
|
$664,527
0.08% of portfolio
|
Q3 2024
Added 14.74%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
14,258
shares
|
$650,877
0.03% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
14,232
shares
|
$649,690
0.04% of portfolio
|
Q3 2024
Added 30.31%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,080
shares
|
$642,752
0.04% of portfolio
|
Q3 2024
Added 63.68%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
14,057
shares
|
$641,702
2.55% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
13,923
shares
|
$635,584
0.42% of portfolio
|
Q1 2023
Reduced 11.88%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
13,805
shares
|
$630,198
0.03% of portfolio
|
Q3 2024
Reduced 29.46%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
13,772
shares
|
$628,691
0.06% of portfolio
|
Q3 2024
Reduced 36.27%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
13,713
shares
|
$625,998
0.01% of portfolio
|
Q3 2024
Reduced 36.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
13,689
shares
|
$624,902
0.03% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
13,574
shares
|
$619,653
0.01% of portfolio
|
Q2 2024
Added 46.75%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
13,439
shares
|
$613,490
0.11% of portfolio
|
Q3 2024
Added 2.78%
|