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 |
|---|---|---|---|---|---|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
87,303
shares
|
$3.99 Million
0.98% of portfolio
|
Q3 2024
Added 9.87%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
87,012
shares
|
$3.97 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
83,131
shares
|
$3.79 Million
0.88% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
82,120
shares
|
$3.75 Million
0.36% of portfolio
|
Q3 2024
Added 22.91%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
81,839
shares
|
$3.74 Million
0.13% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
80,978
shares
|
$3.7 Million
2.01% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
79,109
shares
|
$3.61 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
78,999
shares
|
$3.61 Million
3.34% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
78,658
shares
|
$3.59 Million
0.73% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
78,396
shares
|
$3.58 Million
0.48% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
78,094
shares
|
$3.56 Million
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
77,889
shares
|
$3.56 Million
0.98% of portfolio
|
Q3 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
77,731
shares
|
$3.55 Million
1.59% of portfolio
|
Q3 2024
Added 43.58%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
76,408
shares
|
$3.49 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
75,945
shares
|
$3.47 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
75,537
shares
|
$3.45 Million
1.21% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
75,473
shares
|
$3.45 Million
0.02% of portfolio
|
Q3 2024
Added 929.79%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
74,767
shares
|
$3.41 Million
1.19% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
73,649
shares
|
$3.36 Million
0.75% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Elite Life Management LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
72,960
shares
|
$3.33 Million
11.25% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
72,722
shares
|
$3.32 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
72,080
shares
|
$3.29 Million
0.82% of portfolio
|
Q2 2024
Added 6.3%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
70,864
shares
|
$3.23 Million
0.02% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
70,533
shares
|
$3.22 Million
0.14% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
69,779
shares
|
$3.19 Million
0.1% of portfolio
|
Q3 2024
Added 140.11%
|