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 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
49.1K+ 36.64% |
$2.19M - $2.28M
|
183K
$8.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
49K+ 9.03% |
$2.19M - $2.28M
|
592K
$27.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
46.4K+ 4.14% |
$2.08M - $2.16M
|
1.17M
$53.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
45.8K+ 40.4% |
$2.05M - $2.13M
|
159K
$7.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Lincoln National Corp
|
BUY
|
- |
44K+ 1.27% |
$1.97M - $2.05M
|
3.5M
$160M
|
|
|
May 15, 2025
Q1 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
42.4KNew |
$1.9M - $1.97M
|
42.4K
$1.94M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
41.1K+ 19.74% |
$1.83M - $1.91M
|
249K
$11.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
40.1K+ 2.96% |
$1.79M - $1.87M
|
1.39M
$63.8M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
38.6K+ 188.54% |
$1.72M - $1.79M
|
59K
$2.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.5K+ 11.12% |
$1.72M - $1.79M
|
385K
$17.6M
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
38.2K+ 1.49% |
$1.71M - $1.78M
|
2.6M
$119M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
36KNew |
$1.61M - $1.67M
|
36K
$1.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
34.5K+ 69.0% |
$1.54M - $1.6M
|
84.5K
$3.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
33.9K+ 15.76% |
$1.52M - $1.58M
|
249K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
33.9K+ 3.62% |
$1.52M - $1.58M
|
972K
$44.5M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
33KNew |
$1.47M - $1.53M
|
33K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
30.7K+ 18.34% |
$1.37M - $1.43M
|
198K
$9.06M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
30.2K+ 3.5% |
$1.35M - $1.4M
|
891K
$40.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.7K+ 3.78% |
$1.33M - $1.38M
|
817K
$37.3M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
29K+ 27.31% |
$1.29M - $1.35M
|
135K
$6.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
28.7K+ 12.48% |
$1.28M - $1.33M
|
258K
$11.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
27.5K+ 1.72% |
$1.23M - $1.28M
|
1.63M
$74.4M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
26.9KNew |
$1.2M - $1.25M
|
26.9K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
26.1K+ 2.94% |
$1.17M - $1.21M
|
913K
$41.8M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
26K+ 10.01% |
$1.16M - $1.21M
|
286K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
25.5KNew |
$1.14M - $1.18M
|
25.5K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
23.3K+ 1.96% |
$1.04M - $1.08M
|
1.21M
$55.2M
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
23.1K+ 31.95% |
$1.03M - $1.07M
|
95.4K
$4.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
22.9K+ 60.94% |
$1.02M - $1.07M
|
60.6K
$2.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
22K+ 2494.9% |
$983K - $1.02M
|
22.9K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
21.8K+ 7.88% |
$973K - $1.01M
|
298K
$13.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
21K+ 35.48% |
$940K - $978K
|
80.4K
$3.68M
|
|
|
May 07, 2025
Q1 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
20.8K+ 18.64% |
$931K - $969K
|
133K
$6.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
20.6K+ 27.35% |
$921K - $958K
|
96K
$4.39M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
19.8KNew |
$885K - $920K
|
19.8K
$906K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
19.3K+ 16.46% |
$862K - $897K
|
137K
$6.24M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
18K+ 6.33% |
$806K - $838K
|
303K
$13.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
17.8K+ 5.13% |
$795K - $828K
|
365K
$16.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17.1K+ 23.77% |
$765K - $796K
|
89.2K
$4.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
16.6K+ 3.21% |
$744K - $774K
|
535K
$24.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
16.5KNew |
$739K - $769K
|
16.5K
$756K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
16.4K+ 4.55% |
$735K - $765K
|
378K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
15.5K+ 36.96% |
$693K - $721K
|
57.5K
$2.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.3K+ 53.75% |
$686K - $714K
|
43.9K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
15KNew |
$670K - $697K
|
15K
$686K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
14.9K+ 6.11% |
$667K - $694K
|
259K
$11.9M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14.8K+ 9.84% |
$659K - $686K
|
165K
$7.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
13.9K+ 7.83% |
$621K - $646K
|
191K
$8.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
13.5K+ 2.43% |
$605K - $629K
|
570K
$26.1M
|
|
|
May 01, 2025
Q1 2025
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
13.4K+ 15.43% |
$597K - $622K
|
100K
$4.57M
|