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 687 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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
607,738
shares
|
$28 Million
0.39% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
593,385
shares
|
$27.3 Million
5.19% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
582,759
shares
|
$26.8 Million
5.95% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
581,926
shares
|
$26.8 Million
0.29% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
545,827
shares
|
$25.1 Million
2.2% of portfolio
|
Q1 2025
Added 5358.27%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
539,151
shares
|
$24.8 Million
0.04% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
528,886
shares
|
$24.4 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
508,455
shares
|
$23.4 Million
1.9% of portfolio
|
Q1 2025
Added 22.5%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
503,251
shares
|
$23.2 Million
3.58% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
483,774
shares
|
$22.3 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
481,620
shares
|
$22.2 Million
0.03% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
477,375
shares
|
$22 Million
0.25% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
471,574
shares
|
$21.7 Million
0.98% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
468,971
shares
|
$21.6 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
May 15, 2025 Q1 2025 |
467,648
shares
|
$21.5 Million
0.18% of portfolio
|
Q4 2021
Added 58.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
451,084
shares
|
$20.8 Million
0.05% of portfolio
|
Q4 2024
Added 71.86%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
446,592
shares
|
$20.6 Million
0.97% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
434,975
shares
|
$20 Million
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
428,257
shares
|
$19.7 Million
5.59% of portfolio
|
Q1 2023
Added 14.63%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
411,565
shares
|
$19 Million
0.75% of portfolio
|
Q1 2025
Reduced 17.48%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
405,090
shares
|
$18.7 Million
1.39% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
394,987
shares
|
$18.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
390,261
shares
|
$18 Million
0.08% of portfolio
|
Q1 2025
Added 104.0%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
385,029
shares
|
$17.7 Million
0.03% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
370,263
shares
|
$17.1 Million
2.83% of portfolio
|
Q1 2025
Added 18.59%
|