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 |
|---|---|---|---|---|---|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
191,451
shares
|
$8.82 Million
0.94% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
189,780
shares
|
$8.74 Million
0.42% of portfolio
|
Q2 2023
Reduced 1.08%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
189,343
shares
|
$8.72 Million
0.39% of portfolio
|
Q2 2025
Added 56.33%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
188,358
shares
|
$8.67 Million
1.09% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
182,966
shares
|
$8.43 Million
0.82% of portfolio
|
Q1 2025
Added 36.64%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
180,847
shares
|
$8.33 Million
3.75% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
180,737
shares
|
$8.32 Million
4.56% of portfolio
|
Q2 2025
Added 28.49%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
178,815
shares
|
$8.23 Million
0.0% of portfolio
|
Q2 2024
Added 4.89%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
178,124
shares
|
$8.2 Million
3.07% of portfolio
|
Q2 2025
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
172,956
shares
|
$7.96 Million
0.33% of portfolio
|
Q3 2023
Reduced 28.16%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
172,171
shares
|
$7.93 Million
0.01% of portfolio
|
Q1 2025
Added 226.32%
|
|
|
Sovereign Investment Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
167,011
shares
|
$7.69 Million
2.36% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
164,676
shares
|
$7.58 Million
0.48% of portfolio
|
Q1 2025
Added 9.84%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
161,382
shares
|
$7.43 Million
6.28% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
160,506
shares
|
$7.39 Million
2.31% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
159,277
shares
|
$7.33 Million
1.06% of portfolio
|
Q1 2025
Added 40.4%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
159,032
shares
|
$7.32 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
158,686
shares
|
$7.31 Million
0.13% of portfolio
|
Q2 2025
Reduced 16.21%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
157,447
shares
|
$7.25 Million
1.82% of portfolio
|
Q1 2025
Reduced 29.46%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
155,577
shares
|
$7.16 Million
0.06% of portfolio
|
Q1 2025
Reduced 21.49%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
154,692
shares
|
$7.12 Million
3.01% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
152,396
shares
|
$7.02 Million
0.62% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
145,863
shares
|
$6.72 Million
0.69% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
145,783
shares
|
$6.71 Million
2.72% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
145,130
shares
|
$6.68 Million
2.04% of portfolio
|
Q2 2025
Reduced 1.77%
|