Purchases and Sales Made in Q1 2025 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD MORTG-BACKED SEC ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.2M+ 4.72% |
$98.1M - $102M
|
48.7M
$2.23B
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.11M+ 25.11% |
$49.5M - $51.5M
|
5.52M
$252M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1M+ 5.04% |
$44.7M - $46.5M
|
20.9M
$954M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
653K+ 2169.66% |
$29.2M - $30.3M
|
683K
$31.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
633KNew |
$28.3M - $29.4M
|
633K
$28.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
536K+ 5358.27% |
$23.9M - $24.9M
|
546K
$25M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
435KNew |
$19.4M - $20.2M
|
435K
$19.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
328K+ 189.84% |
$14.7M - $15.3M
|
501K
$22.9M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
309K+ 20.32% |
$13.8M - $14.4M
|
1.83M
$83.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
306K+ 8.45% |
$13.7M - $14.2M
|
3.92M
$179M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
249KNew |
$11.1M - $11.6M
|
249K
$11.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
226K+ 95.68% |
$10.1M - $10.5M
|
463K
$21.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
215K+ 3.8% |
$9.62M - $10M
|
5.88M
$269M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
206K+ 33.39% |
$9.18M - $9.55M
|
821K
$37.6M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
199K+ 104.0% |
$8.89M - $9.25M
|
390K
$17.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
181K+ 385.86% |
$8.11M - $8.44M
|
228K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
180K+ 3.52% |
$8.05M - $8.38M
|
5.29M
$242M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
177K+ 2.18% |
$7.91M - $8.23M
|
8.29M
$379M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
175K+ 4.02% |
$7.83M - $8.15M
|
4.54M
$208M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
168K+ 19.97% |
$7.51M - $7.81M
|
1.01M
$46.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
152K+ 40.59% |
$6.81M - $7.09M
|
528K
$24.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
147K+ 182.05% |
$6.57M - $6.84M
|
228K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
147K+ 101.55% |
$6.55M - $6.82M
|
291K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
147K+ 6.93% |
$6.55M - $6.81M
|
2.26M
$103M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
141KNew |
$6.28M - $6.54M
|
141K
$6.43M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
128KNew |
$5.72M - $5.95M
|
128K
$5.85M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
119K+ 226.32% |
$5.34M - $5.55M
|
172K
$7.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
114K+ 1697.31% |
$5.11M - $5.32M
|
121K
$5.54M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
110K+ 9.91% |
$4.91M - $5.11M
|
1.22M
$55.7M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
103K+ 12.26% |
$4.59M - $4.78M
|
941K
$43M
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
101KNew |
$4.53M - $4.71M
|
101K
$4.64M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
93.8K+ 6.46% |
$4.19M - $4.36M
|
1.55M
$70.7M
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
93.4K+ 22.5% |
$4.17M - $4.34M
|
508K
$23.3M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
90K+ 11.54% |
$4.02M - $4.18M
|
870K
$39.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
85.3K+ 721.54% |
$3.81M - $3.96M
|
97.1K
$4.44M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
81.6KNew |
$3.64M - $3.79M
|
81.6K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
73.9K+ 9.53% |
$3.3M - $3.44M
|
849K
$38.9M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
73.5KNew |
$3.29M - $3.42M
|
73.5K
$3.36M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
72.2K+ 13.42% |
$3.22M - $3.36M
|
610K
$27.9M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
68.7K+ 35.79% |
$3.07M - $3.19M
|
261K
$11.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
68.1K+ 24.22% |
$3.04M - $3.16M
|
349K
$16M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
64.2KNew |
$2.87M - $2.99M
|
64.2K
$2.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
61.8K+ 31.15% |
$2.76M - $2.87M
|
260K
$11.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
58K+ 18.59% |
$2.59M - $2.7M
|
370K
$16.9M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
57.4K+ 813.24% |
$2.56M - $2.67M
|
64.4K
$2.95M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
54.7KNew |
$2.44M - $2.54M
|
54.7K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
54.1KNew |
$2.42M - $2.51M
|
54.1K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
54.1KNew |
$2.42M - $2.51M
|
54.1K
$2.47M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
53.4K+ 21.36% |
$2.39M - $2.48M
|
304K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
53.4K+ 10.1% |
$2.39M - $2.48M
|
582K
$26.6M
|