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 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.99K+ 0.62% |
$89.1K - $92.7K
|
326K
$14.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
1.94K+ 28.47% |
$86.6K - $90.1K
|
8.75K
$400K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
1.91K+ 2.26% |
$85.3K - $88.8K
|
86.6K
$3.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.9K+ 3.57% |
$84.7K - $88.1K
|
55K
$2.52M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.74K+ 2.44% |
$77.5K - $80.7K
|
72.9K
$3.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.63K+ 36.12% |
$72.9K - $75.8K
|
6.15K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.54K+ 10.12% |
$68.8K - $71.6K
|
16.8K
$767K
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.54K+ 5.13% |
$68.7K - $71.5K
|
31.5K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.49K+ 11.63% |
$66.4K - $69.1K
|
14.3K
$652K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.47K+ 11.41% |
$65.5K - $68.2K
|
14.3K
$655K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.44K+ 3.3% |
$64.5K - $67.1K
|
45.2K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
1.4K+ 25.48% |
$62.3K - $64.9K
|
6.87K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.39K+ 24.42% |
$62.1K - $64.7K
|
7.09K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.37K+ 13.82% |
$61.1K - $63.6K
|
11.3K
$515K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.31K+ 7.97% |
$58.7K - $61.1K
|
17.8K
$814K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.2K+ 1.27% |
$53.5K - $55.7K
|
95.5K
$4.37M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.17K+ 21.32% |
$52.2K - $54.3K
|
6.65K
$304K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.15K+ 19.51% |
$51.6K - $53.6K
|
7.07K
$323K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.14K+ 6.58% |
$50.7K - $52.8K
|
18.4K
$841K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.13K+ 1.28% |
$50.6K - $52.6K
|
89.6K
$4.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.13K+ 49.76% |
$50.4K - $52.4K
|
3.39K
$155K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
1.1K+ 1.08% |
$49.2K - $51.2K
|
103K
$4.69M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.03K+ 15.69% |
$46.1K - $48K
|
7.61K
$348K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.03K+ 3.44% |
$46.1K - $47.9K
|
31K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.02K+ 17.94% |
$45.4K - $47.3K
|
6.69K
$306K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 0.46% |
$45.4K - $47.2K
|
222K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
1.02K+ 13.71% |
$45.4K - $47.2K
|
8.43K
$385K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
980+ 4.54% |
$43.8K - $45.6K
|
22.6K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
972+ 9.18% |
$43.4K - $45.2K
|
11.6K
$529K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
965+ 8.61% |
$43.1K - $44.9K
|
12.2K
$557K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
949+ 0.92% |
$42.4K - $44.1K
|
104K
$4.77M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
940+ 11.51% |
$42K - $43.7K
|
9.11K
$417K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
894+ 1.69% |
$39.9K - $41.6K
|
53.8K
$2.46M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
890+ 17.04% |
$39.8K - $41.4K
|
6.11K
$280K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
856+ 7.45% |
$38.2K - $39.8K
|
12.4K
$565K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
851+ 76.67% |
$38K - $39.6K
|
1.96K
$89.7K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
840+ 9.7% |
$37.5K - $39.1K
|
9.5K
$434K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
819+ 12.42% |
$36.6K - $38.1K
|
7.41K
$339K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
794+ 7.23% |
$35.5K - $36.9K
|
11.8K
$539K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
791+ 9.84% |
$35.3K - $36.8K
|
8.83K
$404K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
791+ 21.04% |
$35.3K - $36.8K
|
4.55K
$208K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
754+ 5.11% |
$33.7K - $35.1K
|
15.5K
$710K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
751+ 7.72% |
$33.6K - $34.9K
|
10.5K
$480K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
717+ 1.97% |
$32K - $33.3K
|
37K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
709+ 0.72% |
$31.7K - $33K
|
99.6K
$4.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
680New |
$30.4K - $31.6K
|
680
$31.1K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
674+ 5.24% |
$30.1K - $31.3K
|
13.5K
$619K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
590+ 0.81% |
$26.4K - $27.4K
|
73.7K
$3.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
590New |
$26.4K - $27.4K
|
590
$27K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
575+ 3.6% |
$25.7K - $26.7K
|
16.6K
$757K
|