We are live on ! Find out more
VMBS icon

Vanguard Mortgage-Backed Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$3.67B +$76.9M +1,498,896 +2%
Bank of America
2
Bank of America
North Carolina
$2.19B -$483M -9,410,384 -18%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$990M +$12.7M +248,296 +1%
JP Morgan Chase
4
JP Morgan Chase
New York
$526M +$120M +2,335,592 +29%
AssetMark Inc
5
AssetMark Inc
California
$319M +$29.2M +569,393 +10%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$316M -$45.1M -879,428 -12%
Charles Schwab
7
Charles Schwab
California
$309M -$22.3M -433,622 -7%
MG
8
Mather Group
Illinois
$308M +$11.9M +231,516 +4%
Stifel Financial
9
Stifel Financial
Missouri
$233M +$7.75M +150,891 +3%
LPL Financial
10
LPL Financial
California
$171M +$1.58M +30,731 +0.9%
LNC
11
Lincoln National Corp
Pennsylvania
$137M -$2.75M -53,574 -2%
AWM
12
AE Wealth Management
Kansas
$132M -$6.02M -117,290 -4%
KeyBank National Association
13
KeyBank National Association
Ohio
$128M -$444K -8,643 -0.3%
Osaic Holdings
14
Osaic Holdings
Arizona
$107M +$147K +2,872 +0.1%
TAIM
15
TD Ameritrade Investment Management
Nebraska
$105M -$6.89M -134,185 -6%
Ameriprise
16
Ameriprise
Minnesota
$101M +$52.9M +1,029,900 +105%
Morgan Stanley
17
Morgan Stanley
New York
$95.7M -$6.81M -132,745 -7%
RJA
18
Raymond James & Associates
Florida
$75.7M +$16.5M +321,906 +27%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$72.8M +$961K +18,719 +1%
Wells Fargo
20
Wells Fargo
California
$69.6M -$5.31M -103,491 -7%
VA
21
Valmark Advisers
Ohio
$69.5M +$1.08M +21,082 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$62.8M -$7.12M -138,747 -10%
AIM
23
Acropolis Investment Management
Missouri
$54.7M -$12.1M -236,622 -18%
MWM
24
Mission Wealth Management
California
$53.5M -$1.41M -27,496 -3%
AIA
25
Ally Invest Advisors
North Carolina
$52.4M +$953K +18,566 +2%