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 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.02K+ 2.54% |
$91.2K - $94K
|
81.4K
$3.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.46KNew |
$65.9K - $68K
|
1.46K
$67.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.4K+ 0.7% |
$63.1K - $65K
|
199K
$9.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.39K+ 1.43% |
$62.6K - $64.6K
|
98.5K
$4.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 0.97% |
$57.7K - $59.5K
|
133K
$6.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.18K+ 1.98% |
$53.3K - $54.9K
|
60.8K
$2.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.12K+ 15.27% |
$50.8K - $52.3K
|
8.48K
$391K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
879+ 4.09% |
$39.7K - $41K
|
22.4K
$1.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
851New |
$38.5K - $39.7K
|
851
$39.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
846+ 1.81% |
$38.2K - $39.4K
|
47.7K
$2.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
652+ 1.42% |
$29.5K - $30.4K
|
46.6K
$2.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
636+ 0.33% |
$28.7K - $29.6K
|
193K
$8.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
272New |
$12.3K - $12.7K
|
272
$12.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
254+ 5.67% |
$11.5K - $11.8K
|
4.73K
$218K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
249New |
$11.3K - $11.6K
|
249
$11.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
220+ 2.09% |
$9.94K - $10.3K
|
10.8K
$497K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
133New |
$6.01K - $6.2K
|
133
$6.13K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
124+ 2.54% |
$5.6K - $5.78K
|
5.01K
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
99+ 0.1% |
$4.47K - $4.61K
|
95.6K
$4.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
81New |
$3.66K - $3.77K
|
81
$3.74K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
72New |
$3.25K - $3.36K
|
72
$3.32K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
61+ 0.13% |
$2.76K - $2.84K
|
48.7K
$2.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
51+ 14.7% |
$2.31K - $2.38K
|
398
$18.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30+ 93.75% |
$1.36K - $1.4K
|
62
$2.86K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
27New |
$1.22K - $1.26K
|
27
$1.25K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
19New |
$859 - $885
|
19
$876
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
13+ 1.82% |
$588 - $606
|
726
$33.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3+ 0.05% |
$136 - $140
|
6.64K
$306K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.63% |
$45.2 - $46.6
|
160
$7.38K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 25.0% |
$45.2 - $46.6
|
5
$231
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 7.69% |
$45.2 - $46.6
|
14
$646
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-9- 0.78% |
$407 - $419
|
1.15K
$53.1K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-31- 0.09% |
$1.4K - $1.44K
|
33.9K
$1.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-35- 11.48% |
$1.58K - $1.63K
|
270
$12.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ht Partners LLC
|
SELL
|
- |
-36- 0.18% |
$1.63K - $1.68K
|
20.4K
$941K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-45- 0.9% |
$2.03K - $2.1K
|
4.94K
$228K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-45- 0.25% |
$2.03K - $2.1K
|
17.7K
$818K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-53- 1.52% |
$2.4K - $2.47K
|
3.44K
$159K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-65- 0.53% |
$2.94K - $3.03K
|
12.1K
$558K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-66- 1.29% |
$2.98K - $3.08K
|
5.05K
$233K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-72- 0.03% |
$3.25K - $3.36K
|
260K
$12M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-93- 1.97% |
$4.2K - $4.33K
|
4.62K
$213K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-93- 0.38% |
$4.2K - $4.33K
|
24.6K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-136- 1.92% |
$6.15K - $6.34K
|
6.93K
$320K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-141- 3.56% |
$6.37K - $6.57K
|
3.82K
$176K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-200- 1.06% |
$9.04K - $9.32K
|
18.7K
$862K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-236- 1.3% |
$10.7K - $11K
|
18K
$829K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-302- 2.49% |
$13.7K - $14.1K
|
11.8K
$544K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-374- 17.82% |
$16.9K - $17.4K
|
1.73K
$79.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-376- 6.57% |
$17K - $17.5K
|
5.35K
$247K
|