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
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
35New |
$1.56K - $1.63K
|
35
$1.6K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
30+ 14.35% |
$1.34K - $1.39K
|
239
$10.9K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
27+ 6.92% |
$1.21K - $1.26K
|
417
$19.1K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
26New |
$1.16K - $1.21K
|
26
$1.19K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
23+ 328.57% |
$1.03K - $1.07K
|
30
$1.37K
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
22+ 0.28% |
$983 - $1.02K
|
7.79K
$356K
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
20+ 0.1% |
$894 - $930
|
19.4K
$888K
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
17+ 51.52% |
$760 - $790
|
50
$2.29K
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 0.48% |
$760 - $790
|
3.59K
$164K
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
16+ 0.19% |
$715 - $744
|
8.53K
$390K
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
11New |
$491 - $511
|
11
$503
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
10New |
$447 - $465
|
10
$457
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9+ 0.57% |
$402 - $418
|
1.58K
$72.1K
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
9New |
$402 - $418
|
9
$412
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.66% |
$89.4 - $93
|
305
$14K
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.99% |
$44.7 - $46.5
|
102
$4.67K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.63% |
$44.7 - $46.5
|
159
$7.27K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-1- 0.02% |
$44.7 - $46.5
|
6.61K
$302K
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- -0.0% |
$44.7 - $46.5
|
112K
$5.12M
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$44.7 - $46.5
|
31.2K
$1.43M
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 1.59% |
$134 - $139
|
186
$8.51K
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4- 30.77% |
$179 - $186
|
9
$412
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-13- 0.02% |
$581 - $604
|
78.3K
$3.58M
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-15- 4.14% |
$670 - $697
|
347
$15.9K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-15- 16.85% |
$670 - $697
|
74
$3.38K
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-16- 2.9% |
$715 - $744
|
535
$24.5K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-27- 0.42% |
$1.21K - $1.26K
|
6.48K
$296K
|
|
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 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-38- 1.46% |
$1.7K - $1.77K
|
2.57K
$118K
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-44- 0.24% |
$1.97K - $2.05K
|
18.4K
$840K
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-48- 1.74% |
$2.14K - $2.23K
|
2.72K
$124K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-62- 51.67% |
$2.77K - $2.88K
|
58
$2.65K
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-77- 85.56% |
$3.44K - $3.58K
|
13
$595
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
SELL
|
- |
-77- 1.39% |
$3.44K - $3.58K
|
5.46K
$250K
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-77- 0.83% |
$3.44K - $3.58K
|
9.15K
$418K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-96- 0.19% |
$4.29K - $4.46K
|
50.2K
$2.29M
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-97- 34.89% |
$4.33K - $4.51K
|
181
$8.28K
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-98- 4.03% |
$4.38K - $4.56K
|
2.33K
$107K
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-105- 0.61% |
$4.69K - $4.88K
|
17.2K
$785K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-107- 1.5% |
$4.78K - $4.97K
|
7.01K
$320K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-116- 31.61% |
$5.18K - $5.39K
|
251
$11.5K
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-117- 0.81% |
$5.23K - $5.44K
|
14.4K
$658K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-141- 1.25% |
$6.3K - $6.56K
|
11.1K
$510K
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-149- 2.2% |
$6.66K - $6.93K
|
6.61K
$303K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-166- 2.45% |
$7.42K - $7.72K
|
6.61K
$303K
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-180- 1.88% |
$8.04K - $8.37K
|
9.42K
$431K
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-182- 0.16% |
$8.13K - $8.46K
|
116K
$5.3M
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-193- 0.77% |
$8.62K - $8.97K
|
24.7K
$1.13M
|