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 |
|---|---|---|---|---|---|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
143,943
shares
|
$6.63 Million
1.9% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
143,696
shares
|
$6.62 Million
0.16% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
142,966
shares
|
$6.58 Million
0.2% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
139,001
shares
|
$6.4 Million
2.82% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
137,779
shares
|
$6.34 Million
2.33% of portfolio
|
Q3 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
136,520
shares
|
$6.29 Million
0.01% of portfolio
|
Q1 2025
Added 16.46%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
136,123
shares
|
$6.27 Million
0.36% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
135,066
shares
|
$6.22 Million
0.0% of portfolio
|
Q1 2025
Added 27.31%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
134,212
shares
|
$6.18 Million
5.88% of portfolio
|
Q2 2025
Added 26.97%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
133,322
shares
|
$6.14 Million
0.21% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Chandler Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
132,645
shares
|
$6.11 Million
1.16% of portfolio
|
Q1 2025
Added 18.64%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
131,892
shares
|
$6.07 Million
0.95% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
127,938
shares
|
$5.89 Million
5.32% of portfolio
|
Q1 2025
New holding
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
123,367
shares
|
$5.68 Million
1.54% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Parker Financial LLC
Silverdale, WA |
Apr 24, 2025 Q1 2025 |
121,022
shares
|
$5.57 Million
2.7% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
115,910
shares
|
$5.34 Million
3.99% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
109,075
shares
|
$5.02 Million
0.65% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
108,370
shares
|
$4.99 Million
0.4% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
108,365
shares
|
$4.99 Million
2.76% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
107,995
shares
|
$4.97 Million
2.31% of portfolio
|
Q2 2024
Added 3.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
107,734
shares
|
$4.96 Million
0.11% of portfolio
|
Q4 2024
Reduced 13.84%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
106,456
shares
|
$4.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
105,238
shares
|
$4.85 Million
1.0% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
104,328
shares
|
$4.8 Million
0.0% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
103,780
shares
|
$4.78 Million
0.08% of portfolio
|
Q1 2025
Added 5.02%
|