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 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13K+ 4.72% |
$582K - $606K
|
289K
$13.2M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
12.1K+ 2.58% |
$541K - $563K
|
482K
$22M
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
12.1K+ 1.5% |
$541K - $563K
|
819K
$37.5M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11.9K+ 41.54% |
$531K - $553K
|
40.5K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.9KNew |
$530K - $552K
|
11.9K
$543K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
11.6K+ 9.68% |
$520K - $541K
|
132K
$6.03M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.6K+ 69.8% |
$517K - $538K
|
28.2K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
11.3K+ 13.12% |
$505K - $525K
|
97.4K
$4.46M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
11.2K+ 221.98% |
$502K - $523K
|
16.3K
$746K
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
11K+ 7.62% |
$490K - $509K
|
155K
$7.08M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.9K+ 3.28% |
$488K - $507K
|
344K
$15.7M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
10.8KNew |
$482K - $501K
|
10.8K
$493K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.6KNew |
$474K - $493K
|
10.6K
$485K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.4KNew |
$466K - $484K
|
10.4K
$477K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
10.3K+ 5.41% |
$461K - $479K
|
201K
$9.19M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
10.3K+ 5.35% |
$458K - $477K
|
202K
$9.25M
|
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
9.86K+ 1.55% |
$440K - $458K
|
644K
$29.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.74K+ 5.33% |
$435K - $453K
|
193K
$8.81M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
9.72K+ 3.56% |
$434K - $452K
|
282K
$12.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
9.43K+ 10.89% |
$421K - $438K
|
96K
$4.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.38KNew |
$419K - $436K
|
9.38K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.25K+ 2.92% |
$413K - $430K
|
326K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
9.19K+ 11.61% |
$411K - $427K
|
88.4K
$4.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
9.02K+ 2.62% |
$403K - $420K
|
354K
$16.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
8.9KNew |
$398K - $414K
|
8.9K
$407K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
8.8K+ 45.99% |
$393K - $409K
|
27.9K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
8.69K+ 11.92% |
$388K - $404K
|
81.6K
$3.73M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
8.58K+ 2.59% |
$383K - $399K
|
340K
$15.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
8.45K+ 7.35% |
$378K - $393K
|
123K
$5.64M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
8.36K+ 5.8% |
$373K - $389K
|
152K
$6.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.29K+ 103662.5% |
$371K - $386K
|
8.3K
$380K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
7.97K+ 29.23% |
$356K - $371K
|
35.3K
$1.61M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.96K+ 41.89% |
$356K - $370K
|
27K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.93KNew |
$354K - $368K
|
7.93K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.38KNew |
$330K - $343K
|
7.38K
$337K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
7.23K+ 18.67% |
$323K - $336K
|
46K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.09KNew |
$317K - $329K
|
7.09K
$324K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
6.92K+ 9.47% |
$309K - $322K
|
80K
$3.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.82K+ 4.42% |
$305K - $317K
|
161K
$7.38M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.81K+ 40.41% |
$304K - $316K
|
23.6K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.71KNew |
$300K - $312K
|
6.71K
$307K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
6.6K+ 11.3% |
$295K - $307K
|
65K
$2.97M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
6.58K+ 7.85% |
$294K - $306K
|
90.4K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
6.43KNew |
$287K - $299K
|
6.43K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.4K+ 2.62% |
$286K - $297K
|
251K
$11.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6.31K+ 13.55% |
$282K - $293K
|
52.9K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
6.22K+ 7.41% |
$278K - $289K
|
90.2K
$4.12M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
6.1K+ 13.89% |
$272K - $283K
|
50K
$2.29M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.01KNew |
$268K - $279K
|
6.01K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.85K+ 15.57% |
$261K - $272K
|
43.4K
$1.98M
|