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
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
569+ 2.57% |
$25.4K - $26.5K
|
22.7K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
525+ 3.93% |
$23.5K - $24.4K
|
13.9K
$635K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
518+ 1.04% |
$23.1K - $24.1K
|
50.2K
$2.3M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
515New |
$23K - $23.9K
|
515
$23.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
490+ 37.72% |
$21.9K - $22.8K
|
1.79K
$81.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
461+ 5.89% |
$20.6K - $21.4K
|
8.28K
$379K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
446+ 6.46% |
$19.9K - $20.7K
|
7.36K
$336K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
425+ 138.89% |
$19K - $19.8K
|
731
$33.4K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
422+ 2.71% |
$18.9K - $19.6K
|
16K
$732K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
419+ 5.12% |
$18.7K - $19.5K
|
8.6K
$393K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
413New |
$18.5K - $19.2K
|
413
$18.9K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
407+ 6.09% |
$18.2K - $18.9K
|
7.09K
$324K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
344New |
$15.4K - $16K
|
344
$15.7K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
323+ 14.16% |
$14.4K - $15K
|
2.6K
$119K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
322+ 2.15% |
$14.4K - $15K
|
15.3K
$699K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
293New |
$13.1K - $13.6K
|
293
$13.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
290New |
$13K - $13.5K
|
290
$13.3K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
286+ 6.83% |
$12.8K - $13.3K
|
4.48K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
286+ 5.82% |
$12.8K - $13.3K
|
5.2K
$238K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
284New |
$12.7K - $13.2K
|
284
$13K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
266+ 1.68% |
$11.9K - $12.4K
|
16.1K
$736K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
264+ 0.53% |
$11.8K - $12.3K
|
50K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
244+ 3485.71% |
$10.9K - $11.3K
|
251
$11.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
241New |
$10.8K - $11.2K
|
241
$11K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
222+ 0.05% |
$9.92K - $10.3K
|
481K
$22M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
199+ 1.06% |
$8.89K - $9.25K
|
18.9K
$864K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
195+ 1.9% |
$8.71K - $9.07K
|
10.5K
$479K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
181+ 4.78% |
$8.09K - $8.41K
|
3.96K
$181K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
180+ 2.79% |
$8.04K - $8.37K
|
6.63K
$303K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
164+ 0.57% |
$7.33K - $7.62K
|
29.1K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
150+ 0.19% |
$6.7K - $6.97K
|
80.7K
$3.69M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
132+ 0.75% |
$5.9K - $6.14K
|
17.8K
$814K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
126+ 1.33% |
$5.63K - $5.86K
|
9.62K
$440K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
124New |
$5.54K - $5.76K
|
124
$5.67K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
111+ 2.26% |
$4.96K - $5.16K
|
5.02K
$230K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
106+ 1.47% |
$4.74K - $4.93K
|
7.33K
$335K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
95New |
$4.24K - $4.42K
|
95
$4.35K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
95+ 6.44% |
$4.24K - $4.42K
|
1.57K
$71.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
94+ 1.66% |
$4.2K - $4.37K
|
5.74K
$263K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
92New |
$4.11K - $4.28K
|
92
$4.21K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
91+ 9.25% |
$4.07K - $4.23K
|
1.08K
$49.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
76+ 0.98% |
$3.4K - $3.53K
|
7.83K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
73+ 228.13% |
$3.26K - $3.39K
|
105
$4.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
70+ 1.39% |
$3.13K - $3.25K
|
5.11K
$234K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
68New |
$3.04K - $3.16K
|
68
$3.11K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
67New |
$2.99K - $3.11K
|
67
$3.06K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
52+ 22.81% |
$2.32K - $2.42K
|
280
$12.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
45+ 0.43% |
$2.01K - $2.09K
|
10.5K
$482K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
43+ 0.7% |
$1.92K - $2K
|
6.18K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
37+ 12.13% |
$1.65K - $1.72K
|
342
$15.6K
|