Who Owns VANGUARD MORTGAGE (VMBS)? -- Institutional Holders (2026-06-30)
399 institutions reported holding $4.36B of VANGUARD MORTGAGE (VMBS) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($1.32B), ASSETMARK, INC ($412.1M), MATHER GROUP, LLC. ($397.9M), TD PRIVATE CLIENT WEALTH LLC ($266.5M), Cambridge Investment Research Advisors, Inc. ($126.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.32B | 28.3M | Added |
| 2 | ASSETMARK, INC | $412.1M | 8.8M | Trimmed |
| 3 | MATHER GROUP, LLC. | $397.9M | 8.5M | Added |
| 4 | TD PRIVATE CLIENT WEALTH LLC | $266.5M | 5.7M | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $126.9M | 2.7M | Added |
| 6 | KEYBANK NATIONAL ASSOCIATION/OH | $110.6M | 2.4M | Added |
| 7 | Merit Financial Group, LLC | $75.8M | 1.6M | Added |
| 8 | First Interstate Bank | $68.7M | 1.5M | Added |
| 9 | Angeles Investment Advisors, LLC | $56.7M | 1.2M | Trimmed |
| 10 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $50.9M | 1.1M | Trimmed |
| 11 | Garde Capital, Inc. | $47.8M | 1.0M | New |
| 12 | Bell Bank | $45.3M | 967,430 | Added |
| 13 | DIVERSIFY WEALTH MANAGEMENT, LLC | $40.2M | 867,745 | Trimmed |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $39.0M | 840,336 | Added |
| 15 | TRUIST FINANCIAL CORP | $38.5M | 822,300 | Added |
| 16 | Envestnet Portfolio Solutions, Inc. | $34.7M | 742,284 | Added |
| 17 | Goodman Financial Corp | $34.3M | 732,842 | Added |
| 18 | Evergreen Advisors, LLC | $33.4M | 714,446 | Added |
| 19 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $31.9M | 681,746 | Added |
| 20 | POWER WEALTH MANAGEMENT LLC | $30.8M | 658,862 | Added |
| 21 | COURIER CAPITAL LLC | $28.8M | 615,210 | Added |
| 22 | Savvy Advisors, Inc. | $24.5M | 522,340 | Added |
| 23 | Baker Avenue Asset Management, LP | $23.5M | 501,186 | Trimmed |
| 24 | SeaBridge Investment Advisors LLC | $23.4M | 499,622 | Added |
| 25 | ST GERMAIN D J CO INC | $23.2M | 494,591 | Added |
Source: SEC Form 13F filings · as of 2026-06-30