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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
34.9KNew |
$1.58M - $1.63M
|
34.9K
$1.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
34.1K+ 6.24% |
$1.54M - $1.59M
|
580K
$27.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
34KNew |
$1.54M - $1.59M
|
34K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
33.4K+ 4.51% |
$1.51M - $1.56M
|
774K
$36.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.3K+ 2.81% |
$1.51M - $1.55M
|
1.22M
$57.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
32.5K+ 3.97% |
$1.47M - $1.51M
|
851K
$39.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
31.7K+ 1.95% |
$1.43M - $1.48M
|
1.66M
$77.8M
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
31.6K+ 3.55% |
$1.43M - $1.47M
|
922K
$43.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.2K+ 1.95% |
$1.37M - $1.41M
|
1.58M
$73.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
29.7KNew |
$1.34M - $1.38M
|
29.7K
$1.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
28.5K+ 26.97% |
$1.29M - $1.33M
|
134K
$6.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
27.8K+ 29.72% |
$1.26M - $1.3M
|
121K
$5.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
26.6K+ 2.21% |
$1.2M - $1.24M
|
1.23M
$57.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
26.4KNew |
$1.19M - $1.23M
|
26.4K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
25.3K+ 28.68% |
$1.15M - $1.18M
|
114K
$5.33M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
24.9K+ 113.12% |
$1.12M - $1.16M
|
46.8K
$2.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.8K+ 6.43% |
$1.12M - $1.15M
|
410K
$19.2M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
24K+ 1.97% |
$1.09M - $1.12M
|
1.24M
$58.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
23.4K+ 9.05% |
$1.06M - $1.09M
|
282K
$13.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
23.1K+ 7.62% |
$1.05M - $1.08M
|
327K
$15.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
23K+ 16.93% |
$1.04M - $1.07M
|
159K
$7.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
22.7K+ 12.42% |
$1.03M - $1.06M
|
206K
$9.64M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
22.2K+ 10.67% |
$1M - $1.04M
|
231K
$10.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
20.3K+ 13.15% |
$920K - $948K
|
175K
$8.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
20.2KNew |
$911K - $939K
|
20.2K
$945K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
19.9K+ 6.56% |
$898K - $926K
|
323K
$15.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
19.4K+ 9.64% |
$875K - $902K
|
220K
$10.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
19.2K+ 22.56% |
$866K - $893K
|
104K
$4.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
17.1K+ 21.01% |
$775K - $799K
|
98.7K
$4.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
16.8K+ 202.88% |
$761K - $785K
|
25.1K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
16.7KNew |
$753K - $776K
|
16.7K
$781K
|
|
|
Jul 30, 2025
Q2 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
16.6KNew |
$749K - $772K
|
16.6K
$777K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.5K+ 178.04% |
$745K - $768K
|
25.8K
$1.21M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.4K+ 1.73% |
$742K - $765K
|
966K
$45.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
16.1K+ 2.72% |
$728K - $750K
|
608K
$28.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.1K+ 7.04% |
$726K - $748K
|
244K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
15.4K+ 8.05% |
$697K - $718K
|
207K
$9.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.1K+ 1.85% |
$682K - $703K
|
832K
$39M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
14.8K+ 36.2% |
$670K - $690K
|
55.7K
$2.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.8K+ 1.27% |
$670K - $690K
|
1.18M
$55.5M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
14.4K+ 17.99% |
$650K - $670K
|
94.2K
$4.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.7K+ 12.24% |
$574K - $592K
|
116K
$5.46M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
12.5K+ 8.96% |
$563K - $581K
|
151K
$7.1M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.4K+ 4.11% |
$562K - $579K
|
315K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.4KNew |
$561K - $578K
|
12.4K
$581K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
12.3K+ 45.03% |
$558K - $575K
|
39.8K
$1.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
12.3K+ 2.16% |
$557K - $574K
|
583K
$27.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
12.2K+ 14.31% |
$551K - $568K
|
97.4K
$4.57M
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
12.1K+ 21558.93% |
$546K - $563K
|
12.1K
$569K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
11.8K+ 12.24% |
$531K - $548K
|
108K
$5.05M
|