We are live on ! Find out more
VMBS icon

Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
301
North Star Investment Management
Illinois
$435K +$54 +1 +0%
Cerity Partners
302
Cerity Partners
New York
$423K +$75.2K +1,397 +21%
CA
303
Capital Advantage
California
$420K
KFGK
304
Keystone Financial Group (Kentucky)
Kentucky
$416K +$71.9K +1,337 +21%
SAM
305
Summit Asset Management
Tennessee
$415K
IWC
306
Integrated Wealth Concepts
Massachusetts
$412K -$139K -2,592 -25%
GIA
307
Gladstone Institutional Advisory
Florida
$412K -$49.7K -924 -11%
MWA
308
Moser Wealth Advisors
Washington
$412K
OIA
309
OneDigital Investment Advisors
Kansas
$408K +$2.15K +40 +0.5%
BAM
310
Belpointe Asset Management
Nevada
$394K +$31K +576 +8%
CAM
311
Concorde Asset Management
Michigan
$389K -$13.7K -254 -3%
BUB
312
BBVA USA Bancshares
Texas
$386K +$45.5K +846 +13%
RCAG
313
Rehmann Capital Advisory Group
Michigan
$373K
Lido Advisors
314
Lido Advisors
California
$373K -$81.6K -1,517 -18%
WWM
315
Western Wealth Management
Colorado
$370K +$3.23K +60 +0.9%
TC
316
Trilogy Capital
California
$365K +$75.7K +1,406 +26%
JIC
317
Joel Isaacson & Co
New York
$364K +$53.8K +1,000 +17%
CA
318
CGN Advisors
Kansas
$359K +$25.2K +469 +8%
CBFP
319
Cedar Brook Financial Partners
Ohio
$353K +$484 +9 +0.1%
SPIA
320
Steward Partners Investment Advisory
New York
$348K +$99.7K +1,853 +40%
NRI
321
NFP Retirement Inc
California
$344K +$4.2K +78 +1%
PFG
322
Pacific Financial Group
Washington
$342K -$5.06K -94 -1%
CH
323
Canton Hathaway
Rhode Island
$338K
WCFA
324
Walkner Condon Financial Advisors
Wisconsin
$333K +$42.8K +796 +15%
AL
325
ACAS LLC
California
$329K +$332K +6,169 New