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 688 institutions that hold shares in the stock, with a total of 378 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
4,476
shares
|
$206,433
0.16% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
4,445
shares
|
$205,003
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
4,427
shares
|
$204,173
0.01% of portfolio
|
Q1 2025
Reduced 14.6%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
4,404
shares
|
$203,112
0.23% of portfolio
|
Q1 2025
Reduced 20.42%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
May 14, 2025 Q1 2025 |
4,353
shares
|
$200,760
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
3,946
shares
|
$181,989
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
3,937
shares
|
$181,574
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
3,911
shares
|
$180,375
0.05% of portfolio
|
Q1 2025
Reduced 20.18%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
3,823
shares
|
$176,316
0.08% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
3,814
shares
|
$175,901
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,631
shares
|
$167,461
0.02% of portfolio
|
Q4 2024
Added 100.72%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
3,591
shares
|
$165,616
0.02% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
3,493
shares
|
$161,097
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,490
shares
|
$160,958
0.01% of portfolio
|
Q1 2025
Reduced 9.33%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
3,392
shares
|
$156,439
0.04% of portfolio
|
Q1 2025
Added 49.76%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
3,216
shares
|
$148,321
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
3,130
shares
|
$144,355
0.2% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
2,718
shares
|
$125,354
0.05% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
2,604
shares
|
$120,096
0.02% of portfolio
|
Q1 2025
Added 14.16%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
2,573
shares
|
$118,666
0.05% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
2,334
shares
|
$107,644
0.04% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,257
shares
|
$104,092
0.01% of portfolio
|
Q2 2023
Reduced 17.9%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,203
shares
|
$101,602
0.01% of portfolio
|
Q1 2025
Added 5697.37%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
2,064
shares
|
$95,191
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
2,000
shares
|
$92,240
0.04% of portfolio
|
Q1 2023
Added 2050.54%
|