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 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
592+ 5.02% |
$26.8K - $27.6K
|
12.4K
$580K
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
584+ 4.09% |
$26.4K - $27.2K
|
14.8K
$696K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
550+ 0.72% |
$24.9K - $25.6K
|
77.2K
$3.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
539+ 7.35% |
$24.4K - $25.1K
|
7.87K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
531+ 7.37% |
$24K - $24.7K
|
7.74K
$363K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
520+ 2.23% |
$23.5K - $24.2K
|
23.8K
$1.12M
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
BUY
|
- |
516+ 5.43% |
$23.3K - $24K
|
10K
$470K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
418+ 440.0% |
$18.9K - $19.5K
|
513
$24K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
402+ 20.86% |
$18.2K - $18.7K
|
2.33K
$109K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
371New |
$16.8K - $17.3K
|
371
$17.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
369+ 71.65% |
$16.7K - $17.2K
|
884
$41.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
335+ 5.04% |
$15.1K - $15.6K
|
6.99K
$328K
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
321+ 0.95% |
$14.5K - $15K
|
34.2K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
284+ 0.46% |
$12.8K - $13.2K
|
61.7K
$2.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
283+ 0.69% |
$12.8K - $13.2K
|
41.3K
$1.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
282+ 3.98% |
$12.7K - $13.1K
|
7.37K
$346K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
273+ 3.68% |
$12.3K - $12.7K
|
7.69K
$360K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
272New |
$12.3K - $12.7K
|
272
$12.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
265+ 1.15% |
$12K - $12.3K
|
23.4K
$1.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
254+ 5.67% |
$11.5K - $11.8K
|
4.73K
$222K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
249New |
$11.3K - $11.6K
|
249
$11.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
242+ 1.34% |
$10.9K - $11.3K
|
18.3K
$859K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
235+ 0.69% |
$10.6K - $11K
|
34.1K
$1.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
220+ 2.09% |
$9.94K - $10.3K
|
10.8K
$505K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
219New |
$9.9K - $10.2K
|
219
$10.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
180New |
$8.14K - $8.39K
|
180
$8.44K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
178+ 0.22% |
$8.05K - $8.29K
|
80.4K
$3.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
157+ 29.35% |
$7.1K - $7.32K
|
692
$32.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
141+ 25.59% |
$6.37K - $6.57K
|
692
$32.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
133New |
$6.01K - $6.2K
|
133
$6.24K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
124+ 2.54% |
$5.6K - $5.78K
|
5.01K
$235K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
116+ 2.31% |
$5.24K - $5.41K
|
5.14K
$241K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
114+ 271.43% |
$5.15K - $5.31K
|
156
$7.31K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
110+ 220.0% |
$4.97K - $5.13K
|
160
$7.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
107New |
$4.84K - $4.99K
|
107
$5.02K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
99+ 0.1% |
$4.47K - $4.61K
|
95.6K
$4.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
96+ 2.67% |
$4.34K - $4.47K
|
3.69K
$173K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
94+ 0.65% |
$4.25K - $4.38K
|
14.5K
$678K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
92+ 2.35% |
$4.16K - $4.29K
|
4K
$188K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
81New |
$3.66K - $3.77K
|
81
$3.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
80New |
$3.62K - $3.73K
|
80
$3.75K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
78+ 1.51% |
$3.53K - $3.63K
|
5.24K
$246K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
77New |
$3.48K - $3.59K
|
77
$3.61K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
73New |
$3.3K - $3.4K
|
73
$3.42K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
72New |
$3.25K - $3.36K
|
72
$3.38K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
66+ 0.28% |
$2.98K - $3.08K
|
23.9K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
66New |
$2.98K - $3.08K
|
66
$3.09K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
63+ 1.1% |
$2.85K - $2.94K
|
5.81K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
62+ 106.9% |
$2.8K - $2.89K
|
120
$5.63K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
61+ 0.13% |
$2.76K - $2.84K
|
48.7K
$2.28M
|