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 |
|---|---|---|---|---|---|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
12,923
shares
|
$589,934
0.06% of portfolio
|
Q3 2024
Reduced 18.08%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
12,900
shares
|
$588,885
0.35% of portfolio
|
Q1 2023
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
12,875
shares
|
$587,743
0.03% of portfolio
|
Q3 2024
Added 23.95%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
12,729
shares
|
$581,078
0.05% of portfolio
|
Q2 2024
Reduced 5.18%
|
|
|
Seelaus Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
12,722
shares
|
$580,759
0.58% of portfolio
|
Q3 2024
Added 22.36%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
12,709
shares
|
$580,165
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
12,434
shares
|
$567,612
0.08% of portfolio
|
Q3 2024
Added 19.75%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
12,217
shares
|
$557,706
0.05% of portfolio
|
Q3 2024
Reduced 45.24%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
12,087
shares
|
$551,771
0.05% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
12,018
shares
|
$548,621
0.0% of portfolio
|
Q3 2024
Added 131.29%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
11,965
shares
|
$546,202
0.08% of portfolio
|
Q3 2024
Reduced 32.47%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
11,831
shares
|
$540,085
0.0% of portfolio
|
Q3 2024
Reduced 25.36%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
11,644
shares
|
$531,548
0.13% of portfolio
|
Q3 2024
Added 86.63%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
11,558
shares
|
$527,622
0.02% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
11,201
shares
|
$511,325
0.12% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
11,187
shares
|
$510,686
0.1% of portfolio
|
Q3 2022
Added 6.07%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
11,106
shares
|
$506,988
0.02% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
10,843
shares
|
$494,982
0.02% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
10,818
shares
|
$493,841
0.03% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
10,701
shares
|
$488,500
0.13% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
10,663
shares
|
$486,765
0.01% of portfolio
|
Q3 2024
Added 56.07%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
10,595
shares
|
$483,661
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
10,417
shares
|
$475,536
0.12% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
10,405
shares
|
$474,988
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
10,378
shares
|
$473,755
0.12% of portfolio
|
Q3 2024
Added 7.32%
|