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 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.42K+ 70.8% |
$242K - $252K
|
13.1K
$599K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.4KNew |
$241K - $251K
|
5.4K
$247K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.4K+ 3.84% |
$241K - $251K
|
146K
$6.67M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.23KNew |
$234K - $243K
|
5.23K
$239K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
5.09KNew |
$227K - $237K
|
5.09K
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.08KNew |
$227K - $236K
|
5.08K
$232K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
5.04K+ 9.59% |
$225K - $234K
|
57.6K
$2.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
4.98KNew |
$223K - $232K
|
4.98K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.96K+ 5.02% |
$222K - $231K
|
104K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.77KNew |
$213K - $222K
|
4.77K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
4.71K+ 39.24% |
$211K - $219K
|
16.7K
$765K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.69K+ 7.19% |
$210K - $218K
|
70K
$3.2M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.61KNew |
$206K - $214K
|
4.61K
$211K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.59KNew |
$205K - $213K
|
4.59K
$210K
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
4.55K+ 1.44% |
$203K - $212K
|
321K
$14.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
4.51K+ 3.87% |
$202K - $210K
|
121K
$5.54M
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
4.35KNew |
$194K - $202K
|
4.35K
$199K
|
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
BUY
|
- |
4.3K+ 26.6% |
$192K - $200K
|
20.4K
$935K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.15K+ 2.99% |
$186K - $193K
|
143K
$6.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.12K+ 7.41% |
$184K - $191K
|
59.7K
$2.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.95KNew |
$176K - $183K
|
3.95K
$180K
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
3.9K+ 29.03% |
$174K - $181K
|
17.3K
$792K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.81KNew |
$170K - $177K
|
3.81K
$174K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.74K+ 1.78% |
$167K - $174K
|
214K
$9.8M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.49KNew |
$156K - $162K
|
3.49K
$160K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.42K+ 258.19% |
$153K - $159K
|
4.75K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.33K+ 5.08% |
$149K - $155K
|
68.9K
$3.15M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
3.32K+ 4.32% |
$149K - $155K
|
80.2K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.31K+ 45.11% |
$148K - $154K
|
10.6K
$487K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.3K+ 4.34% |
$147K - $153K
|
79.3K
$3.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.1K+ 133.69% |
$138K - $144K
|
5.41K
$247K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
3.04K+ 0.52% |
$136K - $142K
|
593K
$27.1M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.94K+ 2.21% |
$131K - $137K
|
136K
$6.23M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
2.93K+ 20.41% |
$131K - $136K
|
17.3K
$791K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.91K+ 19.18% |
$130K - $135K
|
18.1K
$827K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.87K+ 61.44% |
$128K - $133K
|
7.53K
$345K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.59K+ 1.34% |
$116K - $120K
|
196K
$8.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.56K+ 6.97% |
$114K - $119K
|
39.2K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.49K+ 1.76% |
$111K - $116K
|
144K
$6.57M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.41K+ 57.04% |
$108K - $112K
|
6.64K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.41K+ 3.24% |
$108K - $112K
|
76.7K
$3.51M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
2.38K+ 7.53% |
$106K - $110K
|
33.9K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
2.25K+ 2.11% |
$101K - $105K
|
109K
$4.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.19K+ 18.78% |
$97.8K - $102K
|
13.8K
$633K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.17K+ 4.73% |
$97K - $101K
|
48K
$2.2M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.17K+ 5697.37% |
$96.7K - $101K
|
2.2K
$101K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.09K+ 4.76% |
$93.6K - $97.4K
|
46.1K
$2.11M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.05K+ 3.52% |
$91.5K - $95.2K
|
60.2K
$2.76M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.05K+ 1.92% |
$91.4K - $95.1K
|
108K
$4.96M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2.03K+ 1.39% |
$90.5K - $94.1K
|
148K
$6.76M
|