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 711 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
404,052
shares
|
$19 Million
1.53% of portfolio
|
Q3 2025
Added 20.08%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
396,868
shares
|
$18.6 Million
0.83% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
395,522
shares
|
$18.6 Million
1.59% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
394,092
shares
|
$18.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
392,837
shares
|
$18.4 Million
2.66% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
380,326
shares
|
$17.9 Million
0.01% of portfolio
|
Q3 2025
Added 14.37%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
377,437
shares
|
$17.7 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
373,096
shares
|
$17.5 Million
3.35% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 09, 2025 Q3 2025 |
364,454
shares
|
$17.1 Million
4.72% of portfolio
|
Q3 2025
Added 9.64%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
358,241
shares
|
$16.8 Million
0.48% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
345,173
shares
|
$16.2 Million
2.29% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
337,981
shares
|
$15.9 Million
0.53% of portfolio
|
Q3 2025
Added 42.2%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
336,925
shares
|
$15.8 Million
0.1% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
336,727
shares
|
$15.8 Million
2.71% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
334,067
shares
|
$15.7 Million
0.07% of portfolio
|
Q3 2025
Added 13.14%
|
|
|
Windward Private Wealth Management Inc.
|
Nov 05, 2025 Q3 2025 |
331,517
shares
|
$15.6 Million
5.4% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
325,880
shares
|
$15.3 Million
0.73% of portfolio
|
Q3 2025
Added 62.68%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
324,752
shares
|
$15.3 Million
4.82% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
323,941
shares
|
$15.2 Million
0.07% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Sterling Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
323,900
shares
|
$15.2 Million
9.79% of portfolio
|
Q3 2025
Added 40.59%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
318,975
shares
|
$15 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
309,551
shares
|
$14.5 Million
1.69% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
305,145
shares
|
$14.3 Million
2.5% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
301,959
shares
|
$14.2 Million
0.03% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
290,491
shares
|
$13.6 Million
0.27% of portfolio
|
Q3 2025
Added 132544.3%
|
|