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 |
|---|---|---|---|---|---|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
258,422
shares
|
$11.9 Million
2.01% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
253,503
shares
|
$11.7 Million
1.49% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
250,773
shares
|
$11.5 Million
0.03% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Apr 28, 2025 Q1 2025 |
249,288
shares
|
$11.5 Million
2.3% of portfolio
|
Q1 2025
Added 15.76%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
248,622
shares
|
$11.4 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
244,027
shares
|
$11.2 Million
0.27% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
243,933
shares
|
$11.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
228,489
shares
|
$10.5 Million
7.82% of portfolio
|
Q1 2025
Added 385.86%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
224,907
shares
|
$10.4 Million
7.64% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
222,233
shares
|
$10.2 Million
0.62% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
222,196
shares
|
$10.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 71.04%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
221,674
shares
|
$10.2 Million
0.62% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
220,270
shares
|
$10.1 Million
0.18% of portfolio
|
Q2 2025
Added 9.64%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
214,167
shares
|
$9.86 Million
0.05% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
May 14, 2025 Q1 2025 |
210,019
shares
|
$9.67 Million
7.56% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
208,728
shares
|
$9.61 Million
0.02% of portfolio
|
Q4 2024
Added 37.12%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
208,322
shares
|
$9.59 Million
0.02% of portfolio
|
Q4 2024
Added 33.47%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
207,355
shares
|
$9.55 Million
10.57% of portfolio
|
Q3 2023
Reduced 3.45%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
207,228
shares
|
$9.54 Million
3.23% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
202,133
shares
|
$9.31 Million
0.09% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
198,104
shares
|
$9.12 Million
0.87% of portfolio
|
Q1 2025
Reduced 15.69%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
198,088
shares
|
$9.12 Million
4.8% of portfolio
|
Q1 2025
Added 18.34%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
197,477
shares
|
$9.09 Million
1.67% of portfolio
|
Q1 2025
Reduced 58.88%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
196,565
shares
|
$9.05 Million
7.67% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
193,283
shares
|
$8.9 Million
0.24% of portfolio
|
Q2 2025
Added 0.33%
|