Who Owns Vanguard Mortgage Backed Security
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Vanguard Mortgage Backed Security.
Who crossed 5% of VMBS →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Intelligence Driven Advisers, LLCMTG-BKD SECS ETF478.3K shtrimmed | $21.2M |
| Hamilton Capital, LLCMTG-BKD SECS ETF470.9K shadded | $20.9M |
| Whitcomb & Hess, Inc.MTG-BKD SECS ETF432.4K shadded | $19.2M |
| Insight Wealth Strategies, LLCMTG-BKD SECS ETF397.6K sh— | $17.7M |
| Acropolis Investment Management, LLCMTG-BKD SECS ETF386.4K shtrimmed | $17.2M |
| Mendota Financial Group, LLCMTG-BKD SECS ETF220.4K shadded | $9.8M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund188.9K shtrimmed | $8.4M |
| SigFig Wealth Management, LLCMTG-BKD SECS ETF150.6K shadded | $6.7M |
| Farther Finance Advisors, LLCETF145.1K shtrimmed | $6.4M |
| First Heartland Consultants, Inc.MBS ETF82.1K shtrimmed | $3.6M |
| FC Advisory LLCMTG-BKD SECS ETF81.5K shadded | $3.6M |
| Retirement Wealth Solutions LLCMTG-BKD SECS ETF55.3K shtrimmed | $2.5M |
| Legacy Wealth Asset Management, LLCMTG-BKD SECS ETF49.6K shadded | $2.2M |
| Central Pacific Bank - Trust DivisionMTG-BKD SECS ETF45.1K shadded | $2M |
| Ridgewood Investments LLCMTG-BKD SECS ETF38.9K shtrimmed | $1.7M |
| BRIGHTON SECURITIES CORP.Bond33.2K shadded | $1.5M |
| Prosperity Planning, Inc.MTG-BKD SECS ETF25.5K shtrimmed | $1.1M |
| Apella Capital, LLCMTG-BKD SECS ETF19.9K shadded | $880.2K |
| ROCKLAND TRUST COMTG-BKD SECS ETF17.8K shheld | $790.7K |
| Avidian Wealth Enterprises, LLCMTG-BKD SECS ETF15.3K shadded | $678.4K |
| CoreCap Advisors, LLCETF10.2K shadded | $454.9K |
| Venture Visionary Partners LLCMTG-BKD SECS ETF9.7K shtrimmed | $430.3K |
| Balefire, LLCMTG-BKD SECS ETF7.9K shtrimmed | $350.7K |
| Cassilly Financial Group LLCMTG-BKD SECS ETF7.1K shheld | $314.2K |
| Emergent Wealth Advisors, LLCMTG-BKD SECS ETF6.7K shtrimmed | $295.6K |
| Successful Portfolios LLCMTG-BKD SECS ETF4.9K shadded | $216.4K |
| Wealth Enhancement Trust Services, Inc.MTG-BKD SECS ETF2.7K shheld | $119.8K |
| Rosenberg Matthew HamiltonETF2.4K shadded | $104.5K |
| Bangor Savings BankMTG-BKD SECS ETF507 shheld | $22.5K |
| GK Wealth Management LLCMTG-BKD SECS ETF494 sh— | $21.9K |
| TOMPKINS FINANCIAL CORPMTG-BKD SECS ETF406 shtrimmed | $18K |
| EASTERN BANKMTG-BKD SECS ETF225 shheld | $10K |
| VALLEY WEALTH MANAGERS, INC.ETF206 shtrimmed | $9.1K |
| ELEVATION WEALTH PARTNERS, LLCMTG-BKD SECS ETF173 shheld | $7.7K |
| GILPIN WEALTH MANAGEMENT, LLCMTG-BKD SECS ETF89 sh— | $4K |
| MJT & Associates Financial Advisory Group, Inc.ETF11 shheld | $449 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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