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 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.28K- 6.1% |
$148K - $153K
|
50.5K
$2.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-3.51K- 1.67% |
$159K - $164K
|
207K
$9.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.73K- 9.44% |
$169K - $174K
|
35.8K
$1.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-3.75K- 43.96% |
$170K - $175K
|
4.78K
$224K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.82K- 20.59% |
$173K - $178K
|
14.7K
$691K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-3.87K- 10.97% |
$175K - $180K
|
31.4K
$1.47M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-4.11K- 8.56% |
$186K - $192K
|
43.9K
$2.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.11K- 13.25% |
$186K - $192K
|
26.9K
$1.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.18K- 3.88% |
$189K - $195K
|
104K
$4.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-4.19K- 7.75% |
$189K - $195K
|
49.9K
$2.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-4.35K- 36.82% |
$197K - $203K
|
7.47K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.83K- 26.29% |
$218K - $225K
|
13.5K
$635K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.9K- 0.96% |
$221K - $228K
|
503K
$23.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-4.92K- 4.25% |
$222K - $229K
|
111K
$5.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-4.97K- 30.61% |
$225K - $231K
|
11.3K
$528K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-4.97K- 16.08% |
$225K - $232K
|
25.9K
$1.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5.26K- 2.16% |
$238K - $245K
|
239K
$11.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-5.53K- 43.32% |
$250K - $258K
|
7.24K
$339K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-5.56K- 6.21% |
$251K - $259K
|
84K
$3.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-5.85K- 3.71% |
$264K - $273K
|
152K
$7.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-5.99K- 1.64% |
$271K - $279K
|
359K
$16.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-6.41K- 2.47% |
$290K - $299K
|
253K
$11.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-6.45K- 39.58% |
$292K - $301K
|
9.85K
$462K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-6.63K- 6.31% |
$300K - $309K
|
98.5K
$4.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.17K- 5.31% |
$324K - $334K
|
128K
$6M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-7.48K- 24.93% |
$338K - $349K
|
22.5K
$1.06M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.58K- 50.16% |
$343K - $353K
|
7.53K
$353K
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-7.6K- 71.7% |
$344K - $354K
|
3K
$141K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-8.09K- 7.89% |
$366K - $377K
|
94.5K
$4.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-8.17K- 3.28% |
$369K - $381K
|
241K
$11.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-8.7K- 2.2% |
$393K - $405K
|
386K
$18.1M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-9.36K- 1.95% |
$423K - $436K
|
472K
$22.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9.66K- 34.27% |
$436K - $450K
|
18.5K
$868K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10K- 23.05% |
$452K - $466K
|
33.4K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.3K- 4.13% |
$468K - $482K
|
240K
$11.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10.6K- 14.38% |
$479K - $494K
|
63.2K
$2.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-10.8K- 10.46% |
$489K - $504K
|
92.5K
$4.34M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-10.9K- 8.82% |
$494K - $509K
|
113K
$5.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-11.1K- 2.55% |
$501K - $516K
|
424K
$19.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.6K- 5.89% |
$570K - $588K
|
202K
$9.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-13.4K- 98.74% |
$604K - $623K
|
170
$7.97K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-14.2K- 31.9% |
$643K - $663K
|
30.4K
$1.42M
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-15.3K- 94.86% |
$690K - $712K
|
827
$38.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-16.4K- 3.54% |
$742K - $764K
|
447K
$20.9M
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-17.8K- 3.5% |
$805K - $829K
|
491K
$23M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-19K- 32.51% |
$860K - $887K
|
39.5K
$1.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-19.6K- 50.11% |
$887K - $915K
|
19.5K
$916K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-20.9K- 91.32% |
$945K - $974K
|
1.99K
$93.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.9K- 71.48% |
$947K - $976K
|
8.36K
$392K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-21K- 10.37% |
$948K - $977K
|
181K
$8.49M
|