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Vanguard Mortgage-Backed Securities ETF (VMBS) Institutional Ownership

Vanguard Mortgage-Backed Securities ETF logo
$46.32 0.00 (0.00%)
As of 04/30/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Number of
Institutional Buyers
(last 12 months)
445
Total
Institutional Inflows
(last 12 months)
$4.21B
Number of
Institutional Sellers
(last 12 months)
250
Total
Institutional Outflows
(last 12 months)
$1.97B
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VMBS Institutional Buying and Selling by Quarter

Vanguard Mortgage-Backed Securities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Cerity Partners LLC84,448$3.91M0.0%-4.8%0.020%
4/30/2025Phillips Financial Management LLC57,486$2.66M0.2%-8.6%0.014%
4/30/2025Financial Gravity Asset Management Inc.89,210$4.13M0.9%N/A0.021%
4/30/2025Alps Advisors Inc.243,933$11.30M0.1%-1.0%0.058%
4/30/2025Allworth Financial LP394,987$18.15M0.1%-6.8%0.094%
4/30/2025Capital Insight Partners LLC378,170$17.51M3.1%+4.5%0.090%
4/30/2025Parr Mcknight Wealth Management Group LLC159,277$7.38M1.1%+40.4%0.038%
4/30/2025Leavell Investment Management Inc.27,417$1.27M0.1%-5.9%0.007%
4/30/2025First Interstate Bank1,218,719$56.44M3.4%+9.9%0.291%
4/30/2025Axxcess Wealth Management LLC30,064$1.39M0.0%-32.9%0.007%
4/30/2025Cornerstone Planning Group LLC3,392$155K0.0%+49.8%0.001%
4/30/2025AlphaStar Capital Management LLC39,539$1.83M0.2%-9.0%0.009%
4/30/2025Stratos Wealth Partners LTD.24,054$1.11M0.0%-2.9%0.006%
4/30/2025Brown Advisory Inc.5,088$236K0.0%N/A0.001%
4/30/2025Lincoln National Corp3,500,919$162.13M5.2%+1.3%0.837%
4/30/2025Beverly Hills Private Wealth LLC94,647$4.38M0.9%-5.9%0.023%
4/29/2025 Centennial Bank AR 8,761$406K0.2%-49.0%0.002%
4/29/2025 TD Private Client Wealth LLC3,923,459$181.70M5.0%+8.4%0.938%
4/29/2025 Envestnet Asset Management Inc.20,860,251$966.04M0.3%+5.0%4.985%
4/29/2025 Hexagon Capital Partners LLC8,282$384K0.1%+5.9%0.002%
4/29/2025 Proffitt & Goodson Inc.370,263$17.15M2.8%+18.6%0.088%
4/29/2025 Concurrent Investment Advisors LLC50,240$2.33M0.1%+1.0%0.012%
4/29/2025 Bank of New York Mellon Corp10,050,689$465.45M0.1%-2.4%2.402%
4/29/2025 World Investment Advisors43,904$2.03M0.1%+53.7%0.010%
4/29/2025 Olde Wealth Management LLC3,946$182K0.1%N/A0.001%
4/29/2025 Capital Investment Advisory Services LLC5,410$251K0.0%+133.7%0.001%
4/29/2025 Strategic Blueprint LLC221,674$10.27M0.6%+0.5%0.053%
4/29/2025 Brookstone Capital Management103,780$4.81M0.1%+5.0%0.025%
4/29/2025 Global Wealth Management Investment Advisory Inc.72,001$3.33M0.7%-2.5%0.017%
4/29/2025 OneDigital Investment Advisors LLC31,017$1.44M0.0%+3.4%0.007%
4/29/2025 Silver Oak Securities Incorporated42,073$1.95M0.2%-15.8%0.010%
4/29/2025 Conning Inc.36,000$1.67M0.1%N/A0.009%
4/29/2025 Onyx Bridge Wealth Group LLC84,929$3.93M0.6%-52.7%0.020%
4/29/2025 Checchi Capital Advisers LLC79,346$3.68M0.2%+4.3%0.019%
4/28/2025 Mutual Advisors LLC142,966$6.59M0.2%+3.0%0.034%
4/28/2025 Clark Asset Management LLC258,422$11.97M2.0%+12.5%0.062%
4/28/2025 First Horizon Advisors Inc.32,182$1.49M0.0%-11.4%0.008%
4/28/2025 Private Trust Co. NA4,550$211K0.0%+21.0%0.001%
4/28/2025 Sensible Financial Planning & Management LLC.249,288$11.55M2.3%+15.8%0.060%
4/28/2025 Fedenia Advisers LLC33,917$1.57M1.0%-1.0%0.008%
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4/28/2025 Keybank National Association OH2,221,640$102.88M0.4%-3.3%0.531%
4/28/2025 Money Design Co. Ltd.282,711$13.09M0.7%-0.4%0.068%
4/28/2025 Rossby Financial LCC5,162$238K0.1%-42.2%0.001%
4/28/2025 Clear Creek Financial Management LLC73,765$3.42M0.4%-0.4%0.018%
4/28/2025 BLB&B Advisors LLC22,584$1.05M0.1%+4.5%0.005%
4/28/2025 RKL Wealth Management LLC353,531$16.37M1.5%+2.6%0.084%
4/25/2025 Mather Group LLC.105,867$4.90M0.1%-20.0%0.025%
4/25/2025 Intelligence Driven Advisers LLC508,149$23.53M4.5%-4.5%0.121%
4/25/2025 LifePlan Financial LLC45,235$2.10M1.8%+3.3%0.011%
4/25/2025 Ameritas Advisory Services LLC13,354$616K0.0%-5.7%0.003%
4/25/2025 Westfuller Advisors LLC45,964$2.13M1.4%+18.7%0.011%
4/25/2025 Parker Financial LLC121,022$5.61M2.7%+3.9%0.029%
4/24/2025 Golden State Wealth Management LLC6,544$303K0.0%-14.6%0.002%
4/24/2025 Elevated Capital Advisors LLC75,332$3.49M1.0%-14.6%0.018%
4/24/2025 Kingdom Financial Group LLC.224,907$10.42M7.6%-3.9%0.054%
4/24/2025 Money Concepts Capital Corp6,147$285K0.0%+36.1%0.001%
4/24/2025 Jaffetilchin Investment Partners LLC405,090$18.76M1.4%-8.7%0.097%
4/24/2025 Bartlett & CO. Wealth Management LLC591,635$27.40M0.4%+9.0%0.141%
4/24/2025 Etesian Wealth Advisors Inc.4,515$209K0.1%-43.4%0.001%
4/24/2025 Elite Life Management LLC5,040$233K0.7%-93.2%0.001%
4/24/2025 Family CFO Inc264,601$12.25M6.7%+1.0%0.063%
4/23/2025 Oak Hill Wealth Advisors LLC96,012$4.45M1.0%+10.9%0.023%
4/23/2025 Western Wealth Management LLC7,147$331K0.0%-3.5%0.002%
4/23/2025 Sequoia Financial Advisors LLC155,577$7.21M0.1%-21.5%0.037%
4/23/2025 Perigon Wealth Management LLC227,969$10.56M0.3%+182.0%0.054%
4/23/2025 HBK Sorce Advisory LLC411,565$19.06M0.6%-17.5%0.098%
4/23/2025 Golden State Wealth Management LLC13,085$606K0.0%+70.8%0.003%
4/23/2025 Strategic Investment Advisors MI191,451$8.87M0.9%+7.8%0.046%
4/23/2025 Vectors Research Management LLC298,221$13.81M4.8%+7.9%0.071%
4/23/2025 Balboa Wealth Partners13,849$641K0.2%+18.8%0.003%
4/23/2025 Pacific Financial Group Inc.6,870$318K0.3%+25.5%0.002%
4/23/2025 Consolidated Portfolio Review Corp95,488$4.42M0.7%+1.3%0.023%
4/23/2025 Valmark Advisers Inc.1,394,052$64.56M1.0%+3.0%0.334%
4/23/2025 Continuum Advisory LLC12,599$583K0.1%-6.1%0.003%
4/22/2025 Diversified Portfolios Inc.73,117$3.39M0.4%-45.0%0.017%
4/22/2025 Cambridge Investment Research Advisors Inc.1,184,156$54.84M0.2%-2.9%0.283%
4/22/2025 Veridan Wealth LLC50,039$2.32M1.0%+0.5%0.012%
4/22/2025 Mendota Financial Group LLC105,700$4.90M5.3%-24.4%0.025%
4/22/2025 Manning & Napier Advisors LLC483,774$22.40M0.3%-0.7%0.116%
4/22/2025 Buck Wealth Strategies LLC5,078$235K0.0%N/A0.001%
4/22/2025 Garde Capital Inc.632,629$29.30M1.6%N/A0.151%
4/22/2025 Center For Asset Management LLC93,531$4.33M2.6%-24.4%0.022%
4/22/2025 Aspire Private Capital LLC105,151$4.87M1.2%-9.1%0.025%
4/22/2025 World Equity Group Inc.8,657$401K0.1%-43.8%0.002%
4/22/2025 Petra Financial Advisors Inc.39,233$1.82M1.5%+7.0%0.009%
4/22/2025 Advisor Resource Council16,534$722K0.1%N/A0.004%
4/22/2025 Cantor Fitzgerald Investment Advisors L.P.866,352$40.12M2.9%+5.8%0.207%
4/21/2025 Good Steward Wealth Advisors LLC8,901$412K0.4%N/A0.002%
4/21/2025 Blue Trust Inc.99,297$4.60M0.1%-1.2%0.024%
4/21/2025 Silver Oak Securities Incorporated84,473$3.91M0.4%+69.0%0.020%
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4/21/2025 United Advisor Group LLC7,533$349K0.1%+61.4%0.002%
4/21/2025 Envestnet Portfolio Solutions Inc.3,857,241$178.63M0.7%-1.0%0.923%
4/21/2025 Premier Path Wealth Partners LLC131,892$6.11M1.0%+9.7%0.032%
4/21/2025 LifeWealth Investments LLC60,563$2.81M1.1%+60.9%0.014%
4/21/2025 Dunhill Financial LLC680$31K0.0%N/A0.000%
4/21/2025 Sofi Wealth LLC545,827$25.28M1.9%+5,358.3%0.130%
4/21/2025 Kingswood Wealth Advisors LLC4,887$226K0.0%-16.2%0.001%
4/21/2025 Essex Savings Bank4,983$231K0.1%N/A0.001%
4/18/2025 Bell Bank462,997$21.44M1.2%+95.7%0.111%
4/17/2025 AA Financial Advisors LLC8,826$409K0.1%+9.8%0.002%
(Data available from 1/1/2016 forward)

VMBS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VMBS shares?

During the previous two years, 683 institutional investors and hedge funds held shares of Vanguard Mortgage-Backed Securities ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($6.16B), Charles Schwab Investment Management Inc. ($5.23B), Bank of America Corp DE ($3.32B), JPMorgan Chase & Co. ($2.11B), Envestnet Asset Management Inc. ($966.04M), Bank of New York Mellon Corp ($465.45M), and Assetmark Inc. ($367.98M).Learn more on VMBS's institutional investors.

Which institutional investors have been buying Vanguard Mortgage-Backed Securities ETF stock?

Of the 616 institutional investors that purchased Vanguard Mortgage-Backed Securities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($40.59M), Charles Schwab Investment Advisory Inc. ($24.43M), Morningstar Investment Services LLC ($4.42M), Raymond James Financial Inc. ($4.41M), Bank of America Corp DE ($4.18M), Envestnet Asset Management Inc. ($3.99M), and Bank of New York Mellon Corp ($3.94M).

How much institutional buying is happening at Vanguard Mortgage-Backed Securities ETF?

Institutional investors have bought a total of 156,416,947 shares in the last 24 months. This purchase volume represents approximately $8.04B in transactions.

Which Vanguard Mortgage-Backed Securities ETF major shareholders have been selling company stock?

Of the 380 institutional investors that sold Vanguard Mortgage-Backed Securities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($27.53M), Bank of America Corp DE ($3.62M), Adviser Investments LLC ($3.50M), Envestnet Asset Management Inc. ($3.31M), Mather Group LLC. ($3.24M), Osaic Holdings Inc. ($1.39M), and Wells Fargo & Company MN ($1.19M).

How much institutional selling is happening at Vanguard Mortgage-Backed Securities ETF?

Institutional investors have sold a total of 63,554,945 shares in the last 24 months. This volume of shares sold represents approximately $3.14B in transactions.



This page (NASDAQ:VMBS) was last updated on 5/1/2025 by MarketBeat.com Staff
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