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Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
26
Ally Invest Advisors
North Carolina
$46.2M -$228K -5,043 -0.5%
VA
27
Valmark Advisers
Ohio
$46.2M -$16.9M -372,789 -27%
Financial Engines Advisors
28
Financial Engines Advisors
California
$45.5M +$1.93M +42,566 +4%
Mitsubishi UFJ Asset Management
29
Mitsubishi UFJ Asset Management
Japan
$41M +$3.15M +69,500 +8%
EWM
30
Executive Wealth Management
Michigan
$40.4M +$38.4M +847,123 +2,099%
MIS
31
Morningstar Investment Services
Illinois
$39.5M +$13.7M +302,579 +54%
Victory Capital Management
32
Victory Capital Management
Texas
$35.6M +$3.76M +83,049 +12%
Wells Fargo
33
Wells Fargo
California
$34.7M +$5.63M +124,276 +19%
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$34.7M – – –
BCWM
35
Bartlett & Co Wealth Management
Ohio
$33.1M -$3.75M -82,922 -10%
BC
36
Bartlett & Co
Ohio
$33.1M -$3.75M -82,922 -10%
CS
37
Credit Suisse
Switzerland
$33M +$450K +9,928 +1%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$32.6M -$1.62M -35,723 -5%
BIA
39
Bell Investment Advisors
California
$31.3M +$6.38M +140,865 +26%
HighTower Advisors
40
HighTower Advisors
Illinois
$28.6M +$3.95M +87,145 +16%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$27.8M -$1.16M -25,727 -4%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$26M +$224K +4,952 +0.9%
TLFA
43
True Link Financial Advisors
California
$25.7M +$1.77M +39,095 +7%
AA
44
Advisory Alpha
Michigan
$25.1M -$1.29M -28,490 -5%
CW
45
Connectus Wealth
Ohio
$24.4M +$24.3M +535,789 New
Truist Financial
46
Truist Financial
North Carolina
$24.4M +$4.73M +104,441 +24%
AI
47
Atria Investments
North Carolina
$24.4M +$12.3M +272,456 +104%
CWM
48
Congress Wealth Management
Massachusetts
$23.2M +$22.5M +496,523 +3,714%
AF
49
Allworth Financial
California
$22.6M -$332K -7,342 -1%
OPS
50
Orion Portfolio Solutions
Nebraska
$22.4M -$695K -15,354 -3%
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