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 30, 2025
Q2 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
1.9K+ 0.83% |
$85.8K - $88.5K
|
230K
$10.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.68K+ 1.57% |
$75.8K - $78.1K
|
108K
$5.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.65KNew |
$74.6K - $76.9K
|
1.65K
$77.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.63K+ 82.92% |
$73.5K - $75.8K
|
3.59K
$168K
|
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.59K+ 23.75% |
$71.8K - $74K
|
8.27K
$388K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.58K+ 0.39% |
$71.6K - $73.8K
|
407K
$19.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.57K+ 16.33% |
$71K - $73.2K
|
11.2K
$524K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.56K+ 18.35% |
$70.7K - $72.9K
|
10.1K
$473K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.47K+ 19.36% |
$66.6K - $68.6K
|
9.08K
$426K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.46KNew |
$65.9K - $68K
|
1.46K
$68.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
1.43K+ 1.16% |
$64.6K - $66.6K
|
125K
$5.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.4K+ 0.7% |
$63.1K - $65K
|
199K
$9.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.39K+ 1.43% |
$62.6K - $64.6K
|
98.5K
$4.62M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.37K+ 15.04% |
$61.9K - $63.8K
|
10.5K
$491K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.32K+ 26.0% |
$59.8K - $61.7K
|
6.41K
$301K
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
1.31K+ 0.2% |
$59.1K - $60.9K
|
646K
$30.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
1.3KNew |
$58.9K - $60.8K
|
1.3K
$61.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.3K+ 2.0% |
$58.8K - $60.6K
|
66.3K
$3.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.29K+ 11.22% |
$58.3K - $60.1K
|
12.8K
$599K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 0.97% |
$57.7K - $59.5K
|
133K
$6.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.26K+ 20.51% |
$57K - $58.8K
|
7.41K
$347K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.19K+ 26.04% |
$53.6K - $55.2K
|
5.74K
$269K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.18K+ 1.98% |
$53.3K - $54.9K
|
60.8K
$2.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.14K+ 17.19% |
$51.6K - $53.2K
|
7.78K
$365K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.12K+ 15.27% |
$50.8K - $52.3K
|
8.48K
$397K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
979+ 2.93% |
$44.3K - $45.6K
|
34.4K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
969+ 4.19% |
$43.8K - $45.2K
|
24.1K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
947+ 5.47% |
$42.8K - $44.1K
|
18.3K
$856K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
931+ 8.69% |
$42.1K - $43.4K
|
11.6K
$546K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
927+ 3565.38% |
$41.9K - $43.2K
|
953
$44.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
904+ 5.39% |
$40.9K - $42.1K
|
17.7K
$828K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
901+ 6.29% |
$40.7K - $42K
|
15.2K
$714K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
885+ 7.86% |
$40K - $41.2K
|
12.1K
$569K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
879+ 4.09% |
$39.7K - $41K
|
22.4K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
860+ 6.19% |
$38.9K - $40.1K
|
14.8K
$691K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
851New |
$38.5K - $39.7K
|
851
$39.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
846+ 1.81% |
$38.2K - $39.4K
|
47.7K
$2.23M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
845+ 149.56% |
$38.2K - $39.4K
|
1.41K
$66.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
828+ 1.12% |
$37.4K - $38.6K
|
74.5K
$3.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
818New |
$37K - $38.1K
|
818
$38.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
794+ 2.0% |
$35.9K - $37K
|
40.5K
$1.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
791New |
$35.8K - $36.9K
|
791
$37.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
766+ 2.55% |
$34.6K - $35.7K
|
30.8K
$1.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
743+ 5.37% |
$33.6K - $34.6K
|
14.6K
$684K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
732New |
$33.1K - $34.1K
|
732
$34.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
674+ 7.84% |
$30.5K - $31.4K
|
9.27K
$435K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
659+ 2.05% |
$29.8K - $30.7K
|
32.8K
$1.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
652+ 1.42% |
$29.5K - $30.4K
|
46.6K
$2.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
636+ 0.33% |
$28.7K - $29.6K
|
193K
$9.06M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
610+ 3.11% |
$27.6K - $28.4K
|
20.2K
$947K
|