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Get Institutions for : 
Vanguard Mortgage-Backed S (VMBS)  
$44.82 0.07 (0.16%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 534    8
Total shares held : 
 351,834,722  
% of shares held : 
 39.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   40  
Amount of shares held : 
 22,711,231  
% of shares held change : 
   2.52%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $43.20  
Last Quarter's Ending Price : 
 $46.36  
Last Quarter's Average Price : 
 $44.21  
Change from last quarter's     
avg. price to the last closing  : 
0.61 (1.38%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
50
 1,096,072
 0.31%
 
Increased Positions :
222
 29,110,558
 8.27%
 
Unchanged Positions :
88
 4,341,617
 1.23%
 
Decreased Positions :
174
-4,815,243
-1.37%
 
Closed Positions :
58
-2,680,156
-0.76%
 
Guru Positions :
1
10,178
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Advisor Resource Council 234 *Closed 2024-03-31 0 $0 -23,978
   VESTOR CAPITAL CORP 236 *Closed 2023-12-31 0 $0 -1,751
   ALBION FINANCIAL GROUP /UT 465 *Closed 2024-03-31 0 $0 -57
   SageView Advisory Group LLC 623 *Closed 2023-12-31 0 $0 -5,911
   PITCAIRN CO 607 *Closed 2023-12-31 0 $0 -7,988
   TRUSTCORE FINANCIAL SERVICES LLC 972 *Closed 2022-12-31 0 $0 -25
   FDX ADVISORS, INC. *Closed 2024-03-31 0 $0 -54,103
   Authentikos Wealth Advisory LLC 107 *Closed 2023-12-31 0 $0 -31
   Steel Peak Wealth Management LLC 421 *Closed 2024-03-31 0 $0 -16,107
   Bridge Advisory LLC 109 *Closed 2024-03-31 0 $0 -57,419
   Toroso Investments LLC 1425 *Closed 2023-12-31 0 $0 -94,410
   Koshinski Asset Management Inc. 514 *Closed 2023-12-31 0 $0 -11,442
   Column Capital Advisors LLC 776 *Closed 2023-09-30 0 $0 -22
   Cedar Mountain Advisors LLC 346 *Closed 2024-03-31 0 $0 -261
   JANE STREET GROUP LLC 5486 *Closed 2023-12-31 0 $0 -182,658
   Schonfeld Strategic Advisors LLC 1859 *Closed 2023-12-31 0 $0 -59,696
   Atlantic Trust LLC 451 *Closed 2023-12-31 0 $0 -3,800
   DiMeo Schneider & Associates L.L.C. 122 *Closed 2023-12-31 0 $0 -163,168
   UNITED SERVICES AUTOMOBILE ASSOCIATION 453 *Closed 2023-12-31 0 $0 -22,620
   TOWER RESEARCH CAPITAL LLC 5927 *Closed 2023-12-31 0 $0 -100
   OmniStar Financial Group Inc. 126 *Closed 2024-03-31 0 $0 -10,590
   MOODY NATIONAL BANK TRUST DIVISION 476 *Closed 2024-03-31 0 $0 -34,125
   BROWN BROTHERS HARRIMAN & CO 1180 *Closed 2023-12-31 0 $0 -383
   NorthRock Partners LLC 391 *Closed 2023-12-31 0 $0 -16,913
   Abacus Wealth Partners LLC 92 *Closed 2024-03-31 0 $0 -113,450
   Peterson Financial Group Inc. 97 *Closed 2024-03-31 0 $0 -17,212
   Outlook Wealth Advisors LLC 261 *Closed 2024-03-31 0 $0 -10,539
   TSFG LLC 854 *Closed 2024-03-31 0 $0 -53
   Coppell Advisory Solutions Corp. 913 *Closed 2023-03-31 0 $0 -299
   LAKE STREET ADVISORS GROUP LLC 433 *Closed 2023-12-31 0 $0 -14,396
   SAGE ADVISORY SERVICES, LTD.CO. 53 *Closed 2024-03-31 0 $0 -15,820
   Simplify Asset Management Inc. 102 *Closed 2023-12-31 0 $0 -111,100
   Lloyd Advisory Services LLC. 145 *Closed 2024-03-31 0 $0 -9,342
   Coury Firm Asset Management LLC 55 *Closed 2023-09-30 0 $0 -24,413
   Andina Capital Management LLC 138 *Closed 2024-03-31 0 $0 -10,899
   Moisand Fitzgerald Tamayo LLC 602 *Closed 2024-03-31 0 $0 -24
   CANTOR FITZGERALD L. P. 408 *Closed 2023-12-31 0 $0 -1,341,552
   IEQ CAPITAL LLC 985 *Closed 2023-12-31 0 $0 -8,671
   Clarity Capital Advisors LLC 79 *Closed 2024-03-31 0 $0 -10,427
   True Link Financial Advisors LLC 67 *Closed 2024-03-31 0 $0 -9,998
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 494 *Closed 2023-12-31 0 $0 -4,845
   MainStreet Investment Advisors LLC 180 *Closed 2023-12-31 0 $0 -24,370
   Lido Advisors LLC 1221 *Closed 2023-12-31 0 $0 -5,262
   Stonebridge Capital Advisors LLC 820 *Closed 2023-12-31 0 $0 -87
   HF Advisory Group LLC 158 *Closed 2024-03-31 0 $0 -4,322
   Bradley & Co. Private Wealth Management LLC *Closed 2024-03-31 0 $0 -619
   Ambassador Advisors LLC 270 *Closed 2023-12-31 0 $0 -1,169
   BNP PARIBAS ARBITRAGE SA *Closed 2024-03-31 0 $0 -22
   FIRST FINANCIAL CORP /IN/ 565 *Closed 2024-03-31 0 $0 -255
   Ten Capital Wealth Advisors LLC 411 *Closed 2023-06-30 0 $0 -1,180
   EVOKE WEALTH LLC 608 *Closed 2023-12-31 0 $0 -68,278
   CI Private Wealth LLC 2328 *Closed 2023-12-31 0 $0 -4,630
   Polaris Wealth Advisers LLC 180 *Closed 2023-09-30 0 $0 -175,628
   Life Planning Partners Inc 205 *Closed 2024-03-31 0 $0 -275
   Jackson Hole Capital Partners LLC 277 *Closed 2023-12-31 0 $0 -554
   McGlone Suttner Wealth Management Inc. 788 *Closed 2024-03-31 0 $0 -54
   Dynamic Advisors Solutions LLC 956 *Closed 2024-03-31 0 $0 -4,725
   Integrated Capital Management Inc. 84 *Closed 2024-03-31 0 $0 -99,933
   MOTCO 699 *Closed 2023-12-31 0 $0 -686
   CULLEN FROST BANKERS INC 1201 *Closed 2023-12-31 0 $0 -38
   B.O.S.S. Retirement Advisors LLC 225 *Closed 2024-03-31 0 $0 -19,083
   Crewe Advisors LLC 674 *Closed 2023-12-31 0 $0 -75
   JOHNSON FINANCIAL GROUP, INC. 1001 *Closed 2023-12-31 0 $0 -1,767
   SRS Capital Advisors Inc. 1455 *Closed 2023-12-31 0 $0 -267
   Sage Mountain Advisors LLC 427 *Closed 2024-03-31 0 $0 -32
   OGOREK ANTHONY JOSEPH /NY/ /ADV 303 *Closed 2024-03-31 0 $0 -254
   DARK FOREST CAPITAL MANAGEMENT LP 986 *Closed 2023-12-31 0 $0 -264,954
  67 Records found
  1    
  Page 1 of 1
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