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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
10,291
shares
|
$469,784
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
10,211
shares
|
$466,132
0.04% of portfolio
|
Q3 2024
Added 24.25%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
10,171
shares
|
$464,306
0.03% of portfolio
|
Q3 2024
Added 15.88%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
10,132
shares
|
$462,525
0.43% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
9,977
shares
|
$455,450
0.29% of portfolio
|
Q3 2024
Added 50.96%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,939
shares
|
$453,715
0.01% of portfolio
|
Q4 2023
Reduced 2.53%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
9,922
shares
|
$452,939
0.01% of portfolio
|
Q3 2024
Reduced 15.01%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
9,873
shares
|
$450,702
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
9,850
shares
|
$449,652
0.18% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
9,836
shares
|
$449,013
0.15% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
9,786
shares
|
$446,730
0.07% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
9,565
shares
|
$436,642
0.0% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
9,372
shares
|
$427,831
0.32% of portfolio
|
Q3 2024
Reduced 32.31%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
9,214
shares
|
$420,619
0.01% of portfolio
|
Q3 2024
Reduced 30.5%
|
|
|
Tran Capital Management, L.P.
|
Oct 15, 2024 Q3 2024 |
9,179
shares
|
$419,021
0.05% of portfolio
|
Q1 2024
Reduced 64.7%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
9,061
shares
|
$413,634
0.01% of portfolio
|
Q1 2024
Reduced 6.18%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
9,003
shares
|
$410,986
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
8,925
shares
|
$407,426
0.32% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
8,851
shares
|
$404,048
0.33% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
8,708
shares
|
$397,520
0.03% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
8,674
shares
|
$395,968
0.1% of portfolio
|
Q3 2024
Reduced 44.24%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Oct 16, 2024 Q3 2024 |
8,560
shares
|
$390,764
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
8,485
shares
|
$387,340
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
8,470
shares
|
$386,655
0.36% of portfolio
|
Q4 2021
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
8,398
shares
|
$383,368
0.0% of portfolio
|
Q3 2024
Added 0.67%
|