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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
328,965
shares
|
$15 Million
0.34% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
326,149
shares
|
$14.9 Million
1.4% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
325,874
shares
|
$14.9 Million
0.02% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 02, 2024 Q3 2024 |
322,762
shares
|
$14.7 Million
4.87% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
321,432
shares
|
$14.7 Million
0.55% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
320,350
shares
|
$14.6 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
315,334
shares
|
$14.4 Million
2.45% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
314,393
shares
|
$14.4 Million
1.08% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Money Design Co.,Ltd.
|
Oct 09, 2024 Q3 2024 |
314,081
shares
|
$14.3 Million
0.74% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
313,269
shares
|
$14.3 Million
4.48% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
312,184
shares
|
$14.3 Million
1.3% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
310,797
shares
|
$14.2 Million
5.64% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
294,454
shares
|
$13.4 Million
0.18% of portfolio
|
Q3 2024
Added 20.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
276,509
shares
|
$12.6 Million
0.09% of portfolio
|
Q3 2024
Added 71.03%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
266,558
shares
|
$12.2 Million
1.18% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
263,996
shares
|
$12.1 Million
2.77% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
259,547
shares
|
$11.8 Million
0.03% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
248,706
shares
|
$11.4 Million
8.78% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
239,710
shares
|
$10.9 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
237,767
shares
|
$10.9 Million
2.61% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
232,317
shares
|
$10.6 Million
0.07% of portfolio
|
Q3 2024
Added 24.94%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
229,530
shares
|
$10.5 Million
0.99% of portfolio
|
Q2 2024
Reduced 21.67%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
228,769
shares
|
$10.4 Million
0.42% of portfolio
|
Q3 2024
Added 14.8%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
222,667
shares
|
$10.2 Million
0.71% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
212,948
shares
|
$9.72 Million
0.67% of portfolio
|
Q3 2024
Added 4.46%
|