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 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.28KNew |
$239K - $246K
|
5.28K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.27K+ 78.53% |
$238K - $245K
|
12K
$561K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
5.24K+ 18.76% |
$237K - $244K
|
33.2K
$1.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
4.84K+ 8.95% |
$219K - $226K
|
58.9K
$2.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.66KNew |
$211K - $217K
|
4.66K
$219K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.62KNew |
$209K - $215K
|
4.62K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.53KNew |
$205K - $211K
|
4.53K
$213K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.53K+ 0.85% |
$205K - $211K
|
539K
$25.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
4.49KNew |
$203K - $209K
|
4.49K
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.39K+ 1.76% |
$198K - $205K
|
254K
$11.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.38K+ 17.21% |
$198K - $204K
|
29.9K
$1.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.35K+ 10.35% |
$197K - $203K
|
46.4K
$2.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
4.35K+ 26.03% |
$197K - $203K
|
21.1K
$988K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.35KNew |
$196K - $203K
|
4.35K
$204K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
4.3K+ 24.88% |
$194K - $201K
|
21.6K
$1.01M
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
4.25K+ 4.71% |
$192K - $198K
|
94.4K
$4.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.21K+ 11.45% |
$190K - $196K
|
40.9K
$1.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
4.09K+ 3.38% |
$185K - $190K
|
125K
$5.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.06K+ 3.08% |
$184K - $189K
|
136K
$6.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
3.84K+ 10.36% |
$173K - $179K
|
40.9K
$1.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
3.77K+ 3.6% |
$170K - $176K
|
108K
$5.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.71K+ 16.33% |
$168K - $173K
|
26.4K
$1.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.67K+ 7.03% |
$166K - $171K
|
55.9K
$2.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.55K+ 40.23% |
$161K - $165K
|
12.4K
$580K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.53K+ 2.31% |
$159K - $164K
|
156K
$7.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.48K+ 25.31% |
$157K - $162K
|
17.2K
$808K
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.47K+ 41.89% |
$157K - $162K
|
11.8K
$551K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.47K+ 68.29% |
$157K - $162K
|
8.55K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.27K+ 30.67% |
$148K - $152K
|
13.9K
$652K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.21K+ 5.87% |
$145K - $150K
|
57.9K
$2.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.16K+ 20.38% |
$143K - $147K
|
18.7K
$875K
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.08K+ 4.8% |
$139K - $144K
|
67.3K
$3.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.01K+ 2.88% |
$136K - $140K
|
107K
$5.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.97K+ 32.45% |
$134K - $138K
|
12.1K
$568K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.73K+ 3.02% |
$123K - $127K
|
93.1K
$4.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.72K+ 4.12% |
$123K - $127K
|
68.5K
$3.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.57K+ 1.79% |
$116K - $120K
|
146K
$6.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.5K+ 3.1% |
$113K - $116K
|
83.2K
$3.9M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.49K+ 3.56% |
$113K - $116K
|
72.5K
$3.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
2.44K+ 35.56% |
$110K - $114K
|
9.31K
$437K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.39K+ 4.78% |
$108K - $111K
|
52.4K
$2.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.29K+ 5.12% |
$103K - $107K
|
47K
$2.2M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.28K+ 2.28% |
$103K - $106K
|
102K
$4.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.26K+ 3.28% |
$102K - $105K
|
71.2K
$3.34M
|
|
|
Oct 30, 2025
Q2 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
2.25K+ 3.99% |
$102K - $105K
|
58.6K
$2.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.25K+ 11.13% |
$102K - $105K
|
22.4K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.22K+ 2.28% |
$100K - $103K
|
99.6K
$4.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.06K+ 2.56% |
$93.1K - $96K
|
82.4K
$3.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.02K+ 2.54% |
$91.2K - $94K
|
81.4K
$3.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2K+ 8.31% |
$90.4K - $93.2K
|
26.1K
$1.22M
|