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
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
11.7K+ 133.68% |
$529K - $546K
|
20.5K
$960K
|
|
|
Aug 13, 2025
Q2 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
11.7K+ 58.92% |
$527K - $544K
|
31.5K
$1.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.6K+ 3.36% |
$522K - $539K
|
355K
$16.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
11.5KNew |
$519K - $535K
|
11.5K
$538K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
11.1K+ 5.65% |
$501K - $516K
|
207K
$9.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
10.4K+ 21.98% |
$470K - $485K
|
57.7K
$2.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.99K+ 19.89% |
$452K - $466K
|
60.2K
$2.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
9.7K+ 8.9% |
$439K - $452K
|
119K
$5.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.68K+ 6.77% |
$437K - $451K
|
153K
$7.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.67K+ 13.23% |
$437K - $451K
|
82.8K
$3.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9.4K+ 17.78% |
$425K - $438K
|
62.3K
$2.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
9.28KNew |
$420K - $432K
|
9.28K
$435K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
9.23K+ 9.61% |
$417K - $430K
|
105K
$4.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.93K+ 4.03% |
$404K - $416K
|
231K
$10.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
8.76K+ 18.45% |
$396K - $408K
|
56.2K
$2.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.53KNew |
$386K - $398K
|
8.53K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
8.51K+ 3.01% |
$385K - $397K
|
291K
$13.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
8.47K+ 5.34% |
$383K - $395K
|
167K
$7.83M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
8.46K+ 2.96% |
$382K - $394K
|
295K
$13.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
8.33K+ 2.59% |
$377K - $388K
|
330K
$15.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
8.31KNew |
$376K - $387K
|
8.31K
$390K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
8.28K+ 2.34% |
$374K - $386K
|
362K
$17M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.75K+ 15.62% |
$350K - $361K
|
57.4K
$2.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.75KNew |
$350K - $361K
|
7.75K
$363K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.57KNew |
$342K - $353K
|
7.57K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
7.53K+ 0.77% |
$340K - $351K
|
980K
$45.9M
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
7.51K+ 15.21% |
$340K - $350K
|
56.9K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.49K+ 214.37% |
$338K - $349K
|
11K
$515K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.41K+ 96.18% |
$335K - $345K
|
15.1K
$708K
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
7.34K+ 2.6% |
$332K - $342K
|
290K
$13.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
7.17K+ 1.94% |
$324K - $334K
|
377K
$17.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
7.07K+ 4.38% |
$319K - $329K
|
168K
$7.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.95K+ 7.0% |
$314K - $324K
|
106K
$4.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
6.86K+ 14.86% |
$310K - $319K
|
53K
$2.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.79KNew |
$307K - $316K
|
6.79K
$318K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.72KNew |
$304K - $313K
|
6.72K
$315K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
6.72KNew |
$304K - $313K
|
6.72K
$315K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.42K+ 45.95% |
$290K - $299K
|
20.4K
$956K
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
6.4K+ 1.96% |
$289K - $298K
|
332K
$15.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
6.38K+ 3.53% |
$288K - $297K
|
187K
$8.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.31K+ 1.08% |
$285K - $294K
|
588K
$27.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.12KNew |
$277K - $285K
|
6.12K
$287K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.96KNew |
$269K - $278K
|
5.96K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.93KNew |
$268K - $276K
|
5.93K
$278K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.71KNew |
$258K - $266K
|
5.71K
$268K
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
5.61K+ 7.01% |
$254K - $262K
|
85.6K
$4.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
5.61KNew |
$254K - $262K
|
5.61K
$263K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.56KNew |
$251K - $259K
|
5.56K
$260K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.44K+ 0.54% |
$246K - $254K
|
1.02M
$47.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5.36K+ 9.32% |
$242K - $250K
|
62.8K
$2.95M
|