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 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.13K- 20.42% |
$50.5K - $52.5K
|
4.4K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.13K- 16.48% |
$50.5K - $52.5K
|
5.73K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.17K- 1.76% |
$52.3K - $54.4K
|
65.2K
$2.98M
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.2K- 15.29% |
$53.6K - $55.8K
|
6.65K
$304K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.25K- 1.24% |
$55.9K - $58.2K
|
99.3K
$4.54M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.3K- 15.55% |
$58.1K - $60.5K
|
7.07K
$323K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.39K- 4.95% |
$62.1K - $64.6K
|
26.7K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.42K- 18.24% |
$63.3K - $65.8K
|
6.35K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.45K- 1.39% |
$64.8K - $67.5K
|
103K
$4.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.46K- 6.36% |
$65.3K - $67.9K
|
21.5K
$984K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.51K- 9.76% |
$67.5K - $70.2K
|
14K
$639K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.57K- 13.92% |
$70K - $72.8K
|
9.69K
$443K
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.61K- 3.18% |
$71.8K - $74.7K
|
48.9K
$2.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.62K- 19.64% |
$72.2K - $75.1K
|
6.61K
$302K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.63K- 10.56% |
$72.6K - $75.5K
|
13.8K
$629K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.67K- 6.57% |
$74.7K - $77.8K
|
23.8K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.73K- 5.92% |
$77.1K - $80.2K
|
27.4K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.74K- 7.0% |
$77.7K - $80.8K
|
23.1K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.74K- 5.33% |
$77.7K - $80.8K
|
30.9K
$1.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.77K- 3.51% |
$79.1K - $82.3K
|
48.6K
$2.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.78K- 8.73% |
$79.3K - $82.5K
|
18.6K
$849K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.87K- 2.52% |
$83.3K - $86.7K
|
72K
$3.29M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.94K- 14.45% |
$86.8K - $90.3K
|
11.5K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.07K- 8.6% |
$92.4K - $96.1K
|
22K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.12K- 79.37% |
$94.7K - $98.6K
|
551
$25.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.17K- 15.21% |
$97K - $101K
|
12.1K
$554K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.17K- 3.42% |
$97.1K - $101K
|
61.5K
$2.81M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.3K- 4.97% |
$103K - $107K
|
44K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-2.35K- 4.19% |
$105K - $109K
|
53.8K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2.36K- 7.88% |
$105K - $109K
|
27.5K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.39K- 0.97% |
$107K - $111K
|
244K
$11.2M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.39K- 10.27% |
$107K - $111K
|
20.9K
$956K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2.43K- 6.24% |
$109K - $113K
|
36.5K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.45K- 67.8% |
$109K - $114K
|
1.16K
$53.1K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-2.45K- 5.97% |
$110K - $114K
|
38.6K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.53K- 23.53% |
$113K - $118K
|
8.23K
$377K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.95K- 9.74% |
$132K - $137K
|
27.3K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-3.02K- 1.84% |
$135K - $140K
|
161K
$7.34M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.32K- 20.63% |
$148K - $154K
|
12.8K
$584K
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-3.35K- 6.97% |
$150K - $156K
|
44.7K
$2.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3.46K- 43.41% |
$155K - $161K
|
4.52K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.51K- 29.19% |
$157K - $163K
|
8.52K
$390K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3.53K- 3.79% |
$158K - $164K
|
89.7K
$4.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.55K- 0.73% |
$159K - $165K
|
484K
$22.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-3.77K- 42.2% |
$168K - $175K
|
5.16K
$236K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.92K- 10.49% |
$175K - $182K
|
33.4K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.93K- 9.04% |
$176K - $183K
|
39.5K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-4K- 1.22% |
$179K - $186K
|
324K
$14.8M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.14K- 11.41% |
$185K - $193K
|
32.2K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.21K- 15.4% |
$188K - $196K
|
23.1K
$1.06M
|