Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / MTG-BKD SECS ETF
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Number of holders
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5
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Total 13F shares, excl. options
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205K
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Shares change
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-4.33K
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Total reported value, excl. options
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$9.49M
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Value change
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-$200K
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Number of buys
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2
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Number of sells
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-2
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Price
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$46.36
Significant Holders of VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF (VMBS) as of Q4 2023
6 filings reported holding VMBS - VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF as of Q4 2023.
VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF (VMBS) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 205K shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (132M shares), BANK OF AMERICA CORP /DE/ (74.2M shares), ENVESTNET ASSET MANAGEMENT INC (17.5M shares), JPMORGAN CHASE & CO (10.4M shares), Bank of New York Mellon Corp (7.83M shares), ASSETMARK, INC (6.3M shares), Morningstar Investment Services LLC (5.29M shares), STIFEL FINANCIAL CORP (4.9M shares), LPL Financial LLC (4.65M shares), and AMERIPRISE FINANCIAL INC (4.29M shares).
This table shows the top 5 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.