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 |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
103,291
shares
|
$4.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
102,614
shares
|
$4.73 Million
0.66% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
May 13, 2025 Q1 2025 |
101,351
shares
|
$4.67 Million
5.57% of portfolio
|
Q1 2025
New holding
|
|
|
Security Benefit Life Insurance CO
Topeka, KS |
May 01, 2025 Q1 2025 |
100,000
shares
|
$4.61 Million
2.82% of portfolio
|
Q1 2025
Added 15.43%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
99,595
shares
|
$4.59 Million
0.3% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
99,297
shares
|
$4.57 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
98,519
shares
|
$4.54 Million
1.11% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
98,467
shares
|
$4.53 Million
0.09% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
97,424
shares
|
$4.49 Million
1.06% of portfolio
|
Q1 2025
Added 13.12%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
95,976
shares
|
$4.42 Million
0.33% of portfolio
|
Q1 2025
Added 27.35%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
95,587
shares
|
$4.4 Million
0.61% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
94,647
shares
|
$4.36 Million
0.87% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
94,244
shares
|
$4.34 Million
0.39% of portfolio
|
Q2 2025
Added 17.99%
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
93,531
shares
|
$4.31 Million
2.65% of portfolio
|
Q1 2025
Reduced 24.43%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
93,131
shares
|
$4.29 Million
1.89% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
91,402
shares
|
$4.21 Million
0.15% of portfolio
|
Q1 2025
Reduced 82.68%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
90,159
shares
|
$4.15 Million
1.41% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
90,021
shares
|
$4.15 Million
0.5% of portfolio
|
Q2 2025
Reduced 33.12%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
89,662
shares
|
$4.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
89,210
shares
|
$4.11 Million
0.9% of portfolio
|
Q1 2025
Added 23.77%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
88,366
shares
|
$4.07 Million
0.06% of portfolio
|
Q1 2025
Added 11.61%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
85,233
shares
|
$3.92 Million
0.88% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
84,929
shares
|
$3.91 Million
0.6% of portfolio
|
Q1 2025
Reduced 52.68%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
84,448
shares
|
$3.89 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
84,034
shares
|
$3.87 Million
0.85% of portfolio
|
Q2 2025
Reduced 6.21%
|