We are live on ! Find out more
VMBS icon

Vanguard Mortgage-Backed Securities ETF
VMBS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
201
Phillips Financial Management
Indiana
$1.48M +$626K +11,699 +73%
CHAM
202
Clear Harbor Asset Management
Connecticut
$1.47M +$77.8K +1,455 +6%
COCM
203
Charter Oak Capital Management
New Hampshire
$1.46M +$141K +2,630 +11%
IA
204
IndexIQ Advisors
New York
$1.46M -$10.7M -200,488 -88%
TCM
205
Tran Capital Management
California
$1.45M +$210K +3,925 +17%
MW
206
Marcum Wealth
Ohio
$1.43M +$33.3K +622 +2%
BOH
207
Bank of Hawaii
Hawaii
$1.42M -$11K -206 -0.8%
OWA
208
Outlook Wealth Advisors
Texas
$1.4M +$31.8K +595 +2%
VC
209
Veery Capital
Delaware
$1.37M +$20.7K +387 +2%
GWM
210
Gitterman Wealth Management
New Jersey
$1.35M -$2.95M -55,144 -69%
MAFM
211
Mid Atlantic Financial Management
Pennsylvania
$1.35M -$266K -4,969 -16%
CWM
212
CCG Wealth Management
California
$1.31M +$120K +2,250 +10%
SWM
213
Spire Wealth Management
Virginia
$1.28M -$460K -8,594 -26%
RIA
214
Regal Investment Advisors
Michigan
$1.2M +$1.2M +22,488 New
EAM
215
Eagle Asset Management
Florida
$1.19M +$74.4K +1,392 +7%
SWM
216
SeaCrest Wealth Management
New York
$1.18M -$172K -3,209 -13%
VCM
217
Verde Capital Management
Michigan
$1.15M +$67.3K +1,258 +6%
RMDI
218
R.M. Davis Inc
Maine
$1.13M -$814K -15,225 -42%
SS
219
Simplicity Solutions
Minnesota
$1.11M -$306K -5,721 -21%
Janus Henderson Group
220
Janus Henderson Group
$1.1M +$523K +9,778 +90%
PW
221
Peninsula Wealth
California
$1.07M -$57.1K -1,068 -5%
GRP
222
Global Retirement Partners
California
$1.06M +$38.3K +716 +4%
EH
223
Equitable Holdings
New York
$1.05M -$182K -3,405 -15%
FA
224
Faithward Advisors
Pennsylvania
$1.05M -$9.74M -182,116 -90%
TC
225
TownSquare Capital
Utah
$1.04M +$2.46K +46 +0.2%
7 8
9
10 11