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 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.09K- 16.4% |
$49K - $50.6K
|
5.53K
$255K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.25K- 2.56% |
$56.3K - $58K
|
47.4K
$2.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.27K- 70.71% |
$57.2K - $58.9K
|
524
$24.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.4K- 14.84% |
$63.2K - $65.1K
|
8.02K
$370K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.58K- 8.58% |
$71.2K - $73.4K
|
16.8K
$774K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.62K- 12.15% |
$73.3K - $75.6K
|
11.7K
$541K
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-1.71K- 5.43% |
$77.4K - $79.8K
|
29.8K
$1.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-1.87K- 3.4% |
$84.6K - $87.2K
|
53.2K
$2.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2.35K- 6.43% |
$106K - $109K
|
34.2K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.62K- 1.77% |
$118K - $122K
|
145K
$6.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-2.72K- 5.57% |
$123K - $127K
|
46.2K
$2.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.73K- 29.05% |
$123K - $127K
|
6.66K
$307K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.28K- 6.1% |
$148K - $153K
|
50.5K
$2.33M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-3.87K- 10.97% |
$175K - $180K
|
31.4K
$1.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.9K- 0.96% |
$221K - $228K
|
503K
$23.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-4.97K- 16.08% |
$225K - $232K
|
25.9K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-5.56K- 6.21% |
$251K - $259K
|
84K
$3.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-5.99K- 1.64% |
$271K - $279K
|
359K
$16.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-6.63K- 6.31% |
$300K - $309K
|
98.5K
$4.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-8.09K- 7.89% |
$366K - $377K
|
94.5K
$4.36M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-9.36K- 1.95% |
$423K - $436K
|
472K
$21.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10.6K- 14.38% |
$479K - $494K
|
63.2K
$2.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-14.2K- 31.9% |
$643K - $663K
|
30.4K
$1.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-16.4K- 3.54% |
$742K - $764K
|
447K
$20.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-20.9K- 91.32% |
$945K - $974K
|
1.99K
$91.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-27.2K- 28.47% |
$1.23M - $1.27M
|
68.3K
$3.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-30.7K- 16.21% |
$1.39M - $1.43M
|
159K
$7.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-37.7K- 9.96% |
$1.7M - $1.76M
|
341K
$15.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-44.6K- 33.12% |
$2.01M - $2.08M
|
90K
$4.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-57.4K- 78.83% |
$2.6M - $2.68M
|
15.4K
$711K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-97.9K- 61.26% |
$4.42M - $4.56M
|
61.9K
$2.86M
|