Purchases and Sales Made in Q2 2025 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.36M+ 6012.24% |
$288M - $297M
|
6.47M
$298M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
218K+ 5.55% |
$9.85M - $10.2M
|
4.14M
$191M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
197KNew |
$8.88M - $9.16M
|
197K
$9.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
178KNew |
$8.05M - $8.3M
|
178K
$8.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
144KNew |
$6.51M - $6.71M
|
144K
$6.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
97.8K+ 18.53% |
$4.42M - $4.56M
|
626K
$28.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
87.4K+ 13.82% |
$3.95M - $4.07M
|
720K
$33.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
68.2K+ 56.33% |
$3.08M - $3.18M
|
189K
$8.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
66.8KNew |
$3.02M - $3.11M
|
66.8K
$3.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
55.4K+ 21.26% |
$2.51M - $2.58M
|
316K
$14.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
48.8K+ 3.5% |
$2.2M - $2.27M
|
1.44M
$66.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
40.1K+ 28.49% |
$1.81M - $1.87M
|
181K
$8.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
31.7K+ 1.95% |
$1.43M - $1.48M
|
1.66M
$76.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
28.5K+ 26.97% |
$1.29M - $1.33M
|
134K
$6.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
27.8K+ 29.72% |
$1.26M - $1.3M
|
121K
$5.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
19.4K+ 9.64% |
$875K - $902K
|
220K
$10.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
16.8K+ 202.88% |
$761K - $785K
|
25.1K
$1.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
16.1K+ 2.72% |
$728K - $750K
|
608K
$28M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.1K+ 7.04% |
$726K - $748K
|
244K
$11.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.1K+ 1.85% |
$682K - $703K
|
832K
$38.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.8K+ 1.27% |
$670K - $690K
|
1.18M
$54.5M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
14.4K+ 17.99% |
$650K - $670K
|
94.2K
$4.34M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
12.5K+ 8.96% |
$563K - $581K
|
151K
$6.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
12.3K+ 2.16% |
$557K - $574K
|
583K
$26.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
11.5KNew |
$519K - $535K
|
11.5K
$529K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
11.1K+ 5.65% |
$501K - $516K
|
207K
$9.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.99K+ 19.89% |
$452K - $466K
|
60.2K
$2.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
9.23K+ 9.61% |
$417K - $430K
|
105K
$4.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.53KNew |
$386K - $398K
|
8.53K
$393K
|
|
|
Jul 21, 2025
Q2 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
8.47K+ 5.34% |
$383K - $395K
|
167K
$7.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
8.33K+ 2.59% |
$377K - $388K
|
330K
$15.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
8.28K+ 2.34% |
$374K - $386K
|
362K
$16.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.57KNew |
$342K - $353K
|
7.57K
$349K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
7.17K+ 1.94% |
$324K - $334K
|
377K
$17.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.95K+ 7.0% |
$314K - $324K
|
106K
$4.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
6.72KNew |
$304K - $313K
|
6.72K
$309K
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
6.4K+ 1.96% |
$289K - $298K
|
332K
$15.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.96KNew |
$269K - $278K
|
5.96K
$274K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.28KNew |
$239K - $246K
|
5.28K
$243K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
4.84K+ 8.95% |
$219K - $226K
|
58.9K
$2.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.53K+ 0.85% |
$205K - $211K
|
539K
$24.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.39K+ 1.76% |
$198K - $205K
|
254K
$11.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.35K+ 10.35% |
$197K - $203K
|
46.4K
$2.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
4.3K+ 24.88% |
$194K - $201K
|
21.6K
$994K
|
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
4.09K+ 3.38% |
$185K - $190K
|
125K
$5.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
3.77K+ 3.6% |
$170K - $176K
|
108K
$4.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.55K+ 40.23% |
$161K - $165K
|
12.4K
$570K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.73K+ 3.02% |
$123K - $127K
|
93.1K
$4.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.72K+ 4.12% |
$123K - $127K
|
68.5K
$3.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
2.44K+ 35.56% |
$110K - $114K
|
9.31K
$429K
|