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 |
|---|---|---|---|---|---|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
82,988
shares
|
$3.82 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
82,424
shares
|
$3.8 Million
0.49% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
81,573
shares
|
$3.76 Million
3.14% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
81,573
shares
|
$3.76 Million
3.16% of portfolio
|
Q1 2025
Added 11.92%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
81,363
shares
|
$3.75 Million
0.21% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
80,697
shares
|
$3.72 Million
0.12% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
80,199
shares
|
$3.69 Million
1.27% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
80,035
shares
|
$3.69 Million
1.39% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
78,274
shares
|
$3.6 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
76,662
shares
|
$3.53 Million
0.0% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
75,332
shares
|
$3.47 Million
1.08% of portfolio
|
Q1 2025
Reduced 14.58%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
73,765
shares
|
$3.4 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
73,669
shares
|
$3.39 Million
0.14% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
73,529
shares
|
$3.39 Million
1.29% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
73,117
shares
|
$3.37 Million
0.44% of portfolio
|
Q1 2025
Reduced 45.03%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
72,165
shares
|
$3.32 Million
0.11% of portfolio
|
Q4 2024
Reduced 19.29%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
72,001
shares
|
$3.32 Million
0.68% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
69,987
shares
|
$3.22 Million
0.37% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
68,940
shares
|
$3.17 Million
0.0% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
68,536
shares
|
$3.16 Million
0.1% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Mas Advisors LLC
Miami, FL |
Jul 22, 2025 Q2 2025 |
68,260
shares
|
$3.14 Million
5.33% of portfolio
|
Q2 2025
Reduced 28.47%
|
|
|
Surience Private Wealth LLC
|
Jul 15, 2025 Q2 2025 |
66,759
shares
|
$3.07 Million
3.02% of portfolio
|
Q2 2025
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
66,019
shares
|
$3.04 Million
0.8% of portfolio
|
Q4 2024
Added 48.05%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
65,161
shares
|
$3 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
65,088
shares
|
$3 Million
0.03% of portfolio
|
Q1 2025
Reduced 22.37%
|