We are live on ! Find out more
VMBS icon

Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
276
Southland Equity Partners
Missouri
$623K -$343K -6,427 -35%
OIA
277
OneDigital Investment Advisors
Kansas
$616K +$11.3K +212 +2%
KPWS
278
Kestra Private Wealth Services
Texas
$610K +$36.3K +679 +6%
DWT
279
Dorsey & Whitney Trust
South Dakota
$609K +$27.8K +520 +5%
CA
280
Cambridge Advisors
Nebraska
$604K – – –
ZIM
281
Zacks Investment Management
Illinois
$601K +$603K +11,277 New
SWG
282
Summit Wealth Group
Vermont
$597K -$7.69M -143,883 -93%
CFS
283
Cannon Financial Strategists
Georgia
$586K +$27.8K +520 +5%
CA
284
CGN Advisors
Kansas
$579K +$185K +3,459 +47%
SS
285
Simplicity Solutions
Minnesota
$578K -$536K -10,038 -48%
JBA
286
Johnson Bixby & Associates
Washington
$578K -$44.4K -831 -7%
3LCM
287
3D/L Capital Management
Connecticut
$575K +$55.6K +1,041 +11%
SGI
288
Summit Global Investments
Utah
$571K – – –
SDH
289
Sloy Dahl & Holst
Washington
$565K +$567K +10,600 New
BFG
290
Berger Financial Group
Minnesota
$562K +$96.2K +1,799 +21%
CIC
291
Chilton Investment Company
Connecticut
$556K -$93.4K -1,747 -14%
FA
292
Faithward Advisors
Pennsylvania
$528K -$518K -9,695 -49%
HNB
293
Huntington National Bank
Ohio
$519K – – –
GIA
294
Gladstone Institutional Advisory
Florida
$515K +$126K +2,349 +32%
WP
295
WealthShield Partners
North Carolina
$496K +$497K +9,305 New
GC
296
Gilbert & Cook
Iowa
$489K -$4.7K -88 -1%
GPA
297
Garrison Point Advisors
California
$486K – – –
KFS
298
Kelly Financial Services
Massachusetts
$485K +$239K +4,479 +97%
FNBOH
299
First National Bank of Hutchinson
Kansas
$475K -$1.31M -24,577 -73%
SP
300
Successful Portfolios
Florida
$475K +$50.7K +948 +12%
10 11
12
13 14