VMBS institutional holders

Vanguard Mortgage-Backed Securities ETF · 749 reporting institutions · $13.9B reported value

Funds that can replace VMBS · VMBS return decomposition

Institutional holdings

Institutions reporting VMBS, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$2.8B02026-06-30
Envestnet Pmc$1.3B602026-06-30
Jpmorgan Chase & Co$1.2B02026-06-30
Bank of New York Mellon Corp$496.4M02026-06-30
Stifel Financial Corp$478.2M02026-06-30
Wells Fargo & Company/mn$456.2M02026-06-30
Assetmark, Inc$412.1M2202026-06-30
Mather Group, Llc.$397.9M1102026-06-30
Raymond James Financial Inc$323.2M02026-06-30
Lpl Financial LLC$294.7M23,4582026-06-30
TD Private Client Wealth LLC$266.5M5352026-06-30
Morgan Stanley$257.1M23,1852026-06-30
Ameriprise Financial Inc$239M02026-06-30
UBS Group AG$226.3M02026-06-30
Lincoln National Corp$181.7M02026-06-30
Clearstead; Clearstead Advisory Solutions$147.2M642026-06-30
Charles Schwab Investment Management Inc$117M372026-06-30
Focus Partners Wealth$113.4M1,0482026-06-30
Keybank National Association/oh$110.6M02026-06-30
Goldman Sachs Group Inc$101.4M02026-06-30
Royal Bank of Canada$88.3M02026-06-30
Valmark Advisers, Inc.$83.3M2952026-06-30
Alesco Advisors, LLC, An Esl Company$79.7M142026-06-30
Merit Financial Group, LLC$75.8M2952026-06-30
Ally Invest Advisors$71.2M822026-06-30
Castleark Management LLC$69.6M02026-06-30
First Interstate Bank$68.7M02026-06-30
Edelman Financial Engines$65.5M7222026-06-30
Cetera Investment Advisers$60.9M10,3702026-06-30
Hightower Advisors, LLC$60.6M1,0462026-06-30
Angeles Investment Advisors, LLC$56.7M02026-06-30
Ep Wealth Advisors, LLC$53.7M3382026-06-30
Cantor Fitzgerald Investment Advisors LP$50.9M322026-06-30
Bell Investment Advisors, Inc$50.1M92026-06-30
Garde Capital, Inc.$47.8M92026-06-30
Northrock Partners, LLC$45.4M912026-06-30
Bell Bank$45.3M02026-06-30
Asset Management Group of Bank of Hawaii$43.8M02026-06-30
Osaic Holdings, Inc.$42.8M02026-06-30
Sofi Wealth, LLC$40.6M1102026-06-30
Kestra Investment Management, LLC$40.3M92026-06-30
Diversify Advisory Services, LLC$40.2M1162026-06-30
Diversify Wealth Management, LLC$40.2M782026-06-30
Manning & Napier Advisors LLC$39.3M422026-06-30
Wealth Enhancement Advisory Services, LLC$39M1,0262026-06-30
Truist Financial Corp$38.5M02026-06-30
1832 Asset Management LP$38.4M02026-06-30
Rockefeller Capital Management LP$38.2M3462026-06-30
Orion Porfolio Solutions, LLC$37.8M1992026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$35.6M02026-06-30
Envestnet Portfolio Solutions, Inc.$34.7M32026-06-30
Goodman Financial Corp$34.3M192026-06-30
Evergreen Advisors, LLC$33.4M22026-06-30
Syon Capital LLC$32.7M122026-06-30
First Financial Bankshares Inc$32.6M02026-06-30
Bartlett & Co. Wealth Management LLC$31.9M322026-06-30
Hbk Sorce Advisory LLC$30.9M732026-06-30
Power Wealth Management LLC$30.8M72026-06-30
Employees' Retirement Fund of the City of Fort Worth$30.5M02026-06-30
Courier Capital LLC$28.8M142026-06-30
Pathstone Holdings, LLC$26.4M02026-06-30
MML Investors Services, LLC$25.5M5,1202026-06-30
Victory Capital Management Inc.$24.6M1062026-06-30
Savvy Advisors, Inc.$24.5M2142026-06-30
Bakeravenue$23.5M352026-06-30
Seabridge Investment Advisors LLC$23.4M112026-06-30
Intelligence Driven Advisers, LLC$23.2M162026-06-30
St Germain D J Co Inc$23.2M02026-06-30
Triad Wealth Partners, LLC$23M492026-06-30
Jaffetilchin Investment Partners, LLC$22.4M02026-03-31
Zurich Insurance Group Ltd/fi$21.9M02026-06-30
Proffitt & Goodson Inc.$21.8M62026-06-30
Creativeone Wealth, LLC$21.7M2212026-06-30
Hamilton Capital, LLC$21.7M602026-06-30
Woodard & Co Asset Management Group Inc /adv$20.4M52026-06-30
Acropolis Investment Management, LLC$20.2M372026-06-30
Alliancebernstein LP$19.9M5172026-06-30
Whitcomb & Hess, Inc.$19.7M82026-06-30
Clark Asset Management, LLC$19.6M72026-06-30
Rkl Private Wealth$19.3M292026-06-30
Strategic Investment Advisors / Mi$19M02026-06-30
United Asset Strategies, Inc.$18.9M252026-06-30
Quantum Financial Advisors, LLC$18.8M02026-06-30
Rialto Wealth Management, LLC$18.5M82026-06-30
Ma Private Wealth$18.1M52026-06-30
Mitsubishi Ufj Asset Management Co., Ltd.$18M02026-06-30
Connecticut Wealth Management, LLC$17.4M502026-06-30
Onyx Bridge Wealth Group LLC$17.1M222026-06-30
Old National Bancorp /in$16.9M02026-06-30
Robinswood Financial LLC$16.4M62026-06-30
Zevin Asset Management, LLC$16.3M42026-06-30
Family Cfo Inc$16.2M02026-06-30
Windward Private Wealth Management Inc.$16.2M52026-06-30
1834 Investment Advisors Co$16.1M162026-06-30
Newedge Advisors$15.9M6012026-06-30
Mgo One Seven LLC$15.9M1182026-06-30
Federated Hermes, Inc.$15.8M02026-06-30
Allworth Financial, LP$15.8M3172026-06-30
Staley Capital Advisers Inc$15.6M112026-06-30
Ecio, Inc.$15.6M52026-06-30
Strategic Blueprint, LLC$15.4M552026-06-30
Websterrogers Financial Advisors, LLC$15.4M72026-06-30
Perigon Wealth Management, LLC$15.1M922026-06-30
Vectors Research Management, LLC$15M22026-06-30
Sterling Investment Management, LLC$15M42026-06-30
First National Trust Co$14.8M02026-06-30
Flc Capital Advisors$14.4M42026-06-30
Allspring Global Investments Holdings, LLC$13.6M02026-06-30
Beacon Pointe Advisors, LLC$13.5M4662026-06-30
Level Financial Advisors$13.4M82026-06-30
First American Trust, Fsb$13M02026-06-30
Commonwealth Equity Services, LLC$13M2,8632026-06-30
Modern Wealth Management, LLC$12.8M1612026-06-30
1607 Capital Partners, LLC$12.4M02026-06-30
Mutual Advisors, LLC$12.1M1532026-06-30
Atria Investments, Inc$11.6M62026-06-30
Sensible Financial Planning & Management, Llc.$11.3M02025-09-30
Cerity Partners LLC$11.2M7772026-06-30
&partners$11M5552026-06-30
United Capital Management of Ks, Inc.$10.9M262026-06-30
Dynamic Wealth Strategies, LLC$10.8M42026-06-30
Kestra Advisory Services, LLC$10.6M1,4792026-06-30
Oneascent Financial Services LLC$10.6M852026-06-30
Vci Wealth Management LLC$10.3M222026-06-30
Pfg Advisors$10.3M832026-06-30
Farther Finance Advisors, LLC$10.2M3342026-06-30
Eversource Wealth Advisors, LLC$9.9M772026-06-30
Alps Advisors Inc$9.7M152026-06-30
Mendota Financial Group, LLC$9.5M62026-06-30
Massmutual Private Wealth & Trust, Fsb$9.5M02026-06-30
Mercer Global Advisors Inc /adv$9.4M02026-06-30
Sanctuary Advisors, LLC$9.2M4012026-06-30
TIAA-CREF Individual & Institutional Services, LLC$9.1M1,7212026-06-30
Obsidian Personal Planning Solutions LLC$9.1M02025-09-30
One Advisory Partners, LLC$8.9M72026-06-30
Cravens & Co Advisors, LLC$8.7M32026-06-30
Zacks Investment Management$8.7M832026-06-30
Smartleaf Asset Management LLC$8.6M92026-06-30
Northwestern Mutual Wealth Management Co$8.6M02026-06-30
Sws Partners$8.5M52026-06-30
Simon Quick Advisors, LLC$8.3M402026-06-30
Marion Wealth Management$8.2M52026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$8.2M1032026-06-30
Sovereign Investment Advisors, LLC$8.1M62026-06-30
Vident Advisory, LLC$8M62026-06-30
PNC Financial Services Group, Inc.$7.9M02026-06-30
Brookstone Capital Management$7.9M3372026-06-30
Arrowroot Family Office, LLC$7.7M132026-06-30
Greenwood Capital Associates LLC$7.5M162026-06-30
Efg International AG$7.5M02026-06-30
Pinnacle Wealth Management Group, Inc.$7.4M32026-06-30
Parr McKnight Wealth Management Group, LLC$7.4M102026-06-30
Connecticut Capital Management Group, LLC$7.3M42026-06-30
Hilltop Partners LLC$7.3M82026-06-30
Prospera Financial Services, Inc.$7.2M2702026-06-30
Sigfig Wealth Management, LLC$7M42026-06-30
Bay Harbor Wealth Management, LLC$7M32026-06-30
Efg Asset Management (americas) Corp.$6.9M462025-09-30
Planwiser Financial, LLC$6.9M32026-06-30
Lido Advisors, LLC$6.8M3202026-06-30
Hobart Private Capital, LLC$6.8M122026-06-30
Centennial Bank/ar$6.8M02026-06-30
Geowealth Management, LLC$6.8M02026-06-30
Susquehanna International Group, LLP$6.6M02026-06-30
World Investment Advisors$6.3M3592026-06-30
Unison$6.3M12026-06-30
Sovereign Financial Group, Inc.$6.3M232026-06-30
Parker Financial LLC$6.1M42026-06-30
Prudent Man Advisors, LLC$6.1M272026-06-30
Dipaolo Financial Group, Inc.$6M52026-06-30
Harbour Investments, Inc.$5.9M2472026-06-30
Salient Wealth Planning$5.9M32026-06-30
Chandler Asset Management, Inc.$5.9M212026-06-30
HSBC Holdings PLC$5.8M02026-06-30
Premier Path Wealth Partners, LLC$5.6M72026-06-30
Wesbanco Investment Department$5.6M12026-06-30
First Financial Bank - Trust Division$5.6M02026-06-30
Leuthold Weeden Capital Management$5.5M32026-06-30
Finhabits Advisors LLC$5.5M22026-06-30
New York Life Investment Management LLC$5.5M892026-06-30
Signal Advisors Wealth, LLC$5.4M452026-06-30
Financial Gravity Companies, Inc.$5.4M02026-06-30
Newsquare Capital, LLC$5.3M62026-06-30
Oak Hill Wealth Advisors, LLC$5.3M02025-09-30
Integrated Wealth Concepts LLC$5.2M4802026-06-30
Vestmark Advisory Solutions, Inc.$5.2M82026-06-30
Simplicity Wealth, LLC$5.1M02026-06-30
Forthright Family Wealth Advisory LLC$5M12026-06-30
Sage Rhino Capital LLC$5M102026-06-30
Oneascent Investment Solutions, LLC$5M12026-06-30
Financial Gravity Asset Management, Inc.$5M12026-03-31
Financial Plan, Inc.$4.9M132026-06-30
Aspire Private Capital$4.8M82026-06-30
Arcadia Wealth Management, LLC$4.8M112026-06-30
Leeward Financial Partners, LLC$4.7M32026-06-30
J.W. Cole Advisors, Inc.$4.7M4992026-06-30
Security Benefit Life Insurance Co /ks$4.7M02026-06-30
Concurrent Investment Advisors, LLC$4.6M3492026-06-30
Unify Financial Advisors$4.6M22026-06-30
Accurate Wealth Management, LLC$4.5M492026-06-30
Diversified Portfolios, Inc.$4.5M102026-06-30
Columbus MacRo, LLC$4.4M52026-06-30
Captrust Financial Advisors$4.4M9622026-06-30
Center for Asset Management, LLC$4.3M22026-06-30
Jones Financial Companies LLLP$4.2M02026-06-30
Principal Securities, Inc.$4.2M1,4632026-06-30
Vise Technologies, Inc.$4.2M02026-06-30
Alternative Investment Advisors, Llc.$4.1M102026-06-30
Sei Investments Co$4M02026-06-30
Beverly Hills Private Wealth, LLC$4M62026-06-30
Gould Asset Management LLC /ca$4M02026-06-30
Seneca Financial Advisors LLC$4M62026-06-30
Cornerstone Financial Management LLC$4M42026-06-30
Rational Advisors, Inc.$3.9M02026-06-30
First Heartland Consultants, Inc.$3.9M992026-06-30
Checchi Capital Advisers, LLC$3.8M82026-06-30
Capital Investment Management, Inc.$3.8M52026-06-30
Foundations Investment Advisors, LLC$3.8M3022026-06-30
Fc Advisory LLC$3.7M52026-06-30
Bragg Financial Advisors Inc$3.7M152026-06-30
Mariner, LLC$3.7M02026-06-30
Cobblestone Capital Advisors LLC /NY$3.6M02025-09-30
Rockbridge Investment Management, Lcc$3.6M02026-06-30
Plancorp, LLC$3.6M522026-06-30
Grey Ledge Advisors, LLC$3.4M82026-06-30
Hohimer Wealth Management, LLC$3.4M132026-06-30
Vestgen Advisors, LLC$3.4M582026-06-30
Strategic Financial Partners, Ltd.$3.4M52026-06-30
Claro Advisors Inc.$3.3M202026-06-30
Sequoia Financial Group, LLC$3.3M2582026-06-30
Advisory Services Network$3.3M2532026-06-30
Blue Trust, Inc.$3.3M02026-06-30
Elevated Capital Advisors, LLC$3.3M202026-06-30
Hirtle & Co., LLC$3.2M02026-06-30
Ballast Advisors LLC$3.1M62026-06-30
Mas Advisors LLC$3.1M42025-09-30
Equity Investment Corp$3.1M162026-06-30
Oppenheimer & Co. Inc.$3.1M1,1662026-06-30
Brindle & Bay Financial Advisors, LLC$3M42026-06-30
Common Fund for Nonprofit Organizations$3M02026-06-30
Stephens Inc /ar$3M2432026-06-30
Bulwark Capital Corp$3M22026-06-30
Composition Wealth, LLC$3M762026-06-30
Comerica Bank$2.9M02025-12-31
Graetz Wealth LLC$2.9M32026-06-30
Seek First Inc.$2.9M32026-06-30
Waverly Advisors, LLC$2.8M2312026-06-30
Fort Point Capital Partners LLC$2.8M202026-06-30
Triagen Wealth Management LLC$2.7M32026-06-30
Continental Investors Services, Inc.$2.7M92026-06-30

The 250 largest of 749 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30