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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-40.8K- 1.05% |
$1.82M - $1.9M
|
3.86M
$176M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-42.4K- 50.19% |
$1.89M - $1.97M
|
42.1K
$1.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-42.6K- 21.49% |
$1.9M - $1.98M
|
156K
$7.12M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-43.3K- 0.61% |
$1.93M - $2.01M
|
7.01M
$321M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-44.3K- 14.32% |
$1.98M - $2.06M
|
265K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-46.1K- 80.11% |
$2.06M - $2.14M
|
11.4K
$523K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-48.4K- 71.12% |
$2.16M - $2.25M
|
19.7K
$899K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-52.2K- 64.04% |
$2.33M - $2.43M
|
29.3K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-56.5K- 5.94% |
$2.52M - $2.63M
|
895K
$40.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-59.9K- 45.03% |
$2.68M - $2.78M
|
73.1K
$3.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-64.2K- 64.55% |
$2.87M - $2.98M
|
35.3K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-65.3K- 82.64% |
$2.92M - $3.03M
|
13.7K
$627K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-65.8K- 29.46% |
$2.94M - $3.06M
|
157K
$7.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-68.7K- 93.17% |
$3.07M - $3.19M
|
5.04K
$231K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-74.8K- 3.26% |
$3.34M - $3.48M
|
2.22M
$102M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-87.2K- 17.48% |
$3.9M - $4.05M
|
412K
$18.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-94.6K- 52.68% |
$4.22M - $4.4M
|
84.9K
$3.88M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-96K- 11.0% |
$4.29M - $4.46M
|
777K
$35.5M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-120KClosed |
$5.35M - $5.57M
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-132K- 2.18% |
$5.88M - $6.12M
|
5.92M
$271M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-173K- 98.63% |
$7.72M - $8.03M
|
2.4K
$110K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-232K- 46.34% |
$10.4M - $10.8M
|
269K
$12.3M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-283K- 58.88% |
$12.6M - $13.1M
|
197K
$9.03M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-306K- 40.4% |
$13.7M - $14.2M
|
451K
$20.6M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-423K- 20.96% |
$18.9M - $19.7M
|
1.59M
$72.9M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-436K- 82.68% |
$19.5M - $20.3M
|
91.4K
$4.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-507K- 82.87% |
$22.6M - $23.6M
|
105K
$4.79M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-545K- 71.04% |
$24.3M - $25.3M
|
222K
$10.2M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-646K- 94.62% |
$28.9M - $30M
|
36.7K
$1.68M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1M- 95.02% |
$44.9M - $46.7M
|
52.6K
$2.4M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.64M- 98.42% |
$73.4M - $76.4M
|
26.5K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.92M- 4.26% |
$220M - $229M
|
110M
$5.05B
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20.7M- 28.24% |
$923M - $961M
|
52.5M
$2.4B
|