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
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-194- 0.09% |
$8.67K - $9.02K
|
210K
$9.61M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-218- 2.63% |
$9.74K - $10.1K
|
8.08K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-223- 30.05% |
$9.96K - $10.4K
|
519
$23.7K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-228- 0.67% |
$10.2K - $10.6K
|
34K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-230- 1.33% |
$10.3K - $10.7K
|
17K
$779K
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-245- 0.58% |
$10.9K - $11.4K
|
42.1K
$1.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-259- 3.5% |
$11.6K - $12K
|
7.15K
$327K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-260- 0.35% |
$11.6K - $12.1K
|
73.8K
$3.37M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-280- 17.35% |
$12.5K - $13K
|
1.33K
$61K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-280- 0.9% |
$12.5K - $13K
|
30.9K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-287- 0.34% |
$12.8K - $13.3K
|
83K
$3.8M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-288- 3.45% |
$12.9K - $13.4K
|
8.06K
$369K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-312- 0.78% |
$13.9K - $14.5K
|
39.7K
$1.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-336- 0.98% |
$15K - $15.6K
|
33.9K
$1.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-343- 4.38% |
$15.3K - $15.9K
|
7.49K
$343K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-359- 9.33% |
$16K - $16.7K
|
3.49K
$160K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-362- 3.86% |
$16.2K - $16.8K
|
9.01K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-398- 71.84% |
$17.8K - $18.5K
|
156
$7.14K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-400- 3.57% |
$17.9K - $18.6K
|
10.8K
$495K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-500- 9.07% |
$22.3K - $23.2K
|
5.01K
$229K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-512- 20.99% |
$22.9K - $23.8K
|
1.93K
$88.1K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-519- 9.83% |
$23.2K - $24.1K
|
4.76K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-556- 4.55% |
$24.8K - $25.8K
|
11.7K
$533K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-558- 1.18% |
$24.9K - $25.9K
|
46.8K
$2.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-567- 0.85% |
$25.3K - $26.4K
|
65.8K
$3.01M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-568- 5.58% |
$25.4K - $26.4K
|
9.62K
$440K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-579- 3.66% |
$25.9K - $26.9K
|
15.2K
$696K
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-673- 7.33% |
$30.1K - $31.3K
|
8.51K
$389K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-694- 12.84% |
$31K - $32.3K
|
4.71K
$215K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-725- 2.93% |
$32.4K - $33.7K
|
24.1K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-746- 8.83% |
$33.3K - $34.7K
|
7.7K
$352K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-757- 14.6% |
$33.8K - $35.2K
|
4.43K
$202K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-800- 14.15% |
$35.7K - $37.2K
|
4.86K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-806- 10.06% |
$36K - $37.5K
|
7.21K
$330K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-812- 5.73% |
$36.3K - $37.7K
|
13.4K
$611K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-819- 6.1% |
$36.6K - $38.1K
|
12.6K
$576K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-833- 3.97% |
$37.2K - $38.7K
|
20.1K
$921K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-837- 8.29% |
$37.4K - $38.9K
|
9.26K
$424K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-846- 62.9% |
$37.8K - $39.3K
|
499
$22.8K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-880- 14.4% |
$39.3K - $40.9K
|
5.23K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-945- 3.9% |
$42.2K - $43.9K
|
23.3K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-947- 16.23% |
$42.3K - $44K
|
4.89K
$224K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-977- 1.88% |
$43.7K - $45.4K
|
50.9K
$2.33M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-989- 20.18% |
$44.2K - $46K
|
3.91K
$179K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.01K- 0.76% |
$45K - $46.9K
|
132K
$6.04M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.02K- 8.68% |
$45.5K - $47.3K
|
10.7K
$490K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.05K- 17.7% |
$47K - $48.9K
|
4.89K
$224K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-1.05K- 0.37% |
$47K - $49K
|
283K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.06K- 5.48% |
$47.1K - $49K
|
18.2K
$833K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 15.38% |
$49.2K - $51.2K
|
6.06K
$277K
|