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 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.23K- 2.2% |
$189K - $197K
|
188K
$8.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.3K- 4.84% |
$192K - $200K
|
84.4K
$3.86M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-5.25K- 2.82% |
$235K - $244K
|
181K
$8.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.39K- 8.58% |
$241K - $251K
|
57.5K
$2.63M
|
|
|
May 08, 2025
Q1 2025
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-5.45K- 3.32% |
$243K - $253K
|
159K
$7.25M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-5.48K- 12.26% |
$245K - $255K
|
39.2K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.76K- 29.54% |
$257K - $268K
|
13.7K
$629K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5.93K- 5.9% |
$265K - $276K
|
94.6K
$4.33M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.01K- 1.27% |
$269K - $279K
|
469K
$21.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.54K- 49.99% |
$292K - $304K
|
6.54K
$299K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6.73K- 7.77% |
$301K - $313K
|
79.9K
$3.65M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.76K- 43.84% |
$302K - $314K
|
8.66K
$396K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6.86K- 10.49% |
$306K - $319K
|
58.5K
$2.68M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.01K- 11.82% |
$313K - $326K
|
52.2K
$2.39M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.37K- 27.35% |
$329K - $343K
|
19.6K
$896K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-8.03K- 5.22% |
$359K - $373K
|
146K
$6.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-8.41K- 48.98% |
$376K - $391K
|
8.76K
$401K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-8.75K- 42.52% |
$391K - $407K
|
11.8K
$541K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.94K- 2.87% |
$400K - $416K
|
303K
$13.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-9.12K- 3.89% |
$407K - $424K
|
225K
$10.3M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-9.98K- 18.29% |
$446K - $464K
|
44.6K
$2.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-10.6K- 9.13% |
$472K - $491K
|
105K
$4.81M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-11.1K- 1.16% |
$494K - $514K
|
943K
$43.1M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-12K- 28.57% |
$536K - $558K
|
30K
$1.37M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-12.3K- 8.12% |
$549K - $571K
|
139K
$6.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-12.9K- 14.58% |
$575K - $598K
|
75.3K
$3.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-13.2K- 8.92% |
$589K - $613K
|
135K
$6.16M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.8K- 2.55% |
$619K - $644K
|
529K
$24.2M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-14.2K- 1.88% |
$633K - $659K
|
741K
$33.9M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-14.3K- 6.06% |
$640K - $666K
|
222K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-14.4K- 25.95% |
$642K - $668K
|
41K
$1.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-14.7K- 32.91% |
$659K - $686K
|
30.1K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-15.2K- 24.29% |
$681K - $708K
|
47.5K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-15.7K- 12.89% |
$704K - $732K
|
106K
$4.87M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-16K- 9.12% |
$713K - $742K
|
159K
$7.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-17.7K- 55.86% |
$790K - $822K
|
14K
$639K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-18.2K- 52.9% |
$814K - $847K
|
16.2K
$742K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-18.8K- 22.37% |
$838K - $872K
|
65.1K
$2.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-19.3K- 9.26% |
$864K - $899K
|
189K
$8.66M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-21K- 35.34% |
$937K - $975K
|
38.4K
$1.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-24.1K- 4.53% |
$1.08M - $1.12M
|
508K
$23.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-26.5K- 20.02% |
$1.18M - $1.23M
|
106K
$4.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-29K- 6.84% |
$1.3M - $1.35M
|
395K
$18.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-30.2K- 24.43% |
$1.35M - $1.41M
|
93.5K
$4.28M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-31.7K- 23.28% |
$1.42M - $1.48M
|
105K
$4.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-34.1K- 24.42% |
$1.53M - $1.59M
|
106K
$4.83M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-34.5K- 97.84% |
$1.54M - $1.6M
|
761
$34.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35.1K- 2.88% |
$1.57M - $1.63M
|
1.18M
$54.2M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-36.9K- 15.69% |
$1.65M - $1.71M
|
198K
$9.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-38.5K- 8.69% |
$1.72M - $1.79M
|
405K
$18.5M
|