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 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
23+ 328.57% |
$1.03K - $1.07K
|
30
$1.37K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 1.59% |
$134 - $139
|
186
$8.51K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-15- 4.14% |
$670 - $697
|
347
$15.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-30- 0.02% |
$1.34K - $1.39K
|
160K
$7.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-31- 4.17% |
$1.39K - $1.44K
|
713
$32.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-44- 0.24% |
$1.97K - $2.05K
|
18.4K
$840K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-105- 0.61% |
$4.69K - $4.88K
|
17.2K
$785K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-117- 0.81% |
$5.23K - $5.44K
|
14.4K
$658K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-149- 2.2% |
$6.66K - $6.93K
|
6.61K
$303K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-193- 0.77% |
$8.62K - $8.97K
|
24.7K
$1.13M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-228- 0.67% |
$10.2K - $10.6K
|
34K
$1.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-280- 0.9% |
$12.5K - $13K
|
30.9K
$1.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-343- 4.38% |
$15.3K - $15.9K
|
7.49K
$343K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-400- 3.57% |
$17.9K - $18.6K
|
10.8K
$495K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-558- 1.18% |
$24.9K - $25.9K
|
46.8K
$2.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-567- 0.85% |
$25.3K - $26.4K
|
65.8K
$3.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-673- 7.33% |
$30.1K - $31.3K
|
8.51K
$389K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-800- 14.15% |
$35.7K - $37.2K
|
4.86K
$222K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.01K- 0.76% |
$45K - $46.9K
|
132K
$6.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.46K- 6.36% |
$65.3K - $67.9K
|
21.5K
$984K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.62K- 19.64% |
$72.2K - $75.1K
|
6.61K
$302K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.63K- 10.56% |
$72.6K - $75.5K
|
13.8K
$629K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.77K- 3.51% |
$79.1K - $82.3K
|
48.6K
$2.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.78K- 8.73% |
$79.3K - $82.5K
|
18.6K
$849K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.17K- 15.21% |
$97K - $101K
|
12.1K
$554K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6.73K- 7.77% |
$301K - $313K
|
79.9K
$3.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-8.03K- 5.22% |
$359K - $373K
|
146K
$6.67M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-12.3K- 8.12% |
$549K - $571K
|
139K
$6.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-13.2K- 8.92% |
$589K - $613K
|
135K
$6.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-17.7K- 55.86% |
$790K - $822K
|
14K
$639K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-19.3K- 9.26% |
$864K - $899K
|
189K
$8.66M
|
|
|
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 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-173K- 98.63% |
$7.72M - $8.03M
|
2.4K
$110K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-507K- 82.87% |
$22.6M - $23.6M
|
105K
$4.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1M- 95.02% |
$44.9M - $46.7M
|
52.6K
$2.4M
|