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 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-66- 1.29% |
$2.98K - $3.08K
|
5.05K
$237K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-69- 13.07% |
$3.12K - $3.22K
|
459
$21.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-69- 1.27% |
$3.12K - $3.22K
|
5.36K
$251K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-72- 0.03% |
$3.25K - $3.36K
|
260K
$12.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-93- 1.97% |
$4.2K - $4.33K
|
4.62K
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-93- 0.38% |
$4.2K - $4.33K
|
24.6K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-119- 2.2% |
$5.38K - $5.55K
|
5.29K
$248K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-136- 1.92% |
$6.15K - $6.34K
|
6.93K
$325K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-141- 3.56% |
$6.37K - $6.57K
|
3.82K
$179K
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-143- 0.54% |
$6.46K - $6.66K
|
26.3K
$1.23M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-149- 0.99% |
$6.73K - $6.94K
|
14.9K
$696K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-167- 88.36% |
$7.55K - $7.78K
|
22
$1.03K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-172- 2.66% |
$7.77K - $8.02K
|
6.31K
$296K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-179- 3.57% |
$8.09K - $8.34K
|
4.84K
$227K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-200- 1.06% |
$9.04K - $9.32K
|
18.7K
$876K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-217- 0.12% |
$9.81K - $10.1K
|
188K
$8.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-230- 2.9% |
$10.4K - $10.7K
|
7.7K
$361K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-236- 1.3% |
$10.7K - $11K
|
18K
$842K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-237- 1.37% |
$10.7K - $11K
|
17.1K
$801K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-238- 2.95% |
$10.8K - $11.1K
|
7.84K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-250- 3.57% |
$11.3K - $11.7K
|
6.76K
$317K
|
|
|
Oct 28, 2025
Q2 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-250- 4.05% |
$11.3K - $11.7K
|
5.93K
$278K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-255- 0.27% |
$11.5K - $11.9K
|
94.4K
$4.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-261- 2.49% |
$11.8K - $12.2K
|
10.2K
$479K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-298- 4.22% |
$13.5K - $13.9K
|
6.77K
$317K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-302- 2.49% |
$13.7K - $14.1K
|
11.8K
$553K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-327- 30.42% |
$14.8K - $15.2K
|
748
$35.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-338- 4.34% |
$15.3K - $15.8K
|
7.45K
$349K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-346- 0.68% |
$15.6K - $16.1K
|
50.6K
$2.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-374- 17.82% |
$16.9K - $17.4K
|
1.73K
$80.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-376- 6.57% |
$17K - $17.5K
|
5.35K
$251K
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-450- 14.38% |
$20.3K - $21K
|
2.68K
$126K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-466- 6.19% |
$21.1K - $21.7K
|
7.07K
$331K
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-482- 2.48% |
$21.8K - $22.5K
|
18.9K
$888K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-495- 6.99% |
$22.4K - $23.1K
|
6.59K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-496- 7.5% |
$22.4K - $23.1K
|
6.12K
$287K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-513- 39.07% |
$23.2K - $23.9K
|
800
$37.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-531- 10.15% |
$24K - $24.7K
|
4.7K
$220K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-543- 3.57% |
$24.5K - $25.3K
|
14.7K
$688K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-548- 3.31% |
$24.8K - $25.5K
|
16K
$750K
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-562- 4.03% |
$25.4K - $26.2K
|
13.4K
$628K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-567- 2.71% |
$25.6K - $26.4K
|
20.3K
$953K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-607- 1.06% |
$27.4K - $28.3K
|
56.9K
$2.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-657- 12.16% |
$29.7K - $30.6K
|
4.75K
$222K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-657- 5.68% |
$29.7K - $30.6K
|
10.9K
$511K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-664- 1.47% |
$30K - $30.9K
|
44.6K
$2.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-675- 1.12% |
$30.5K - $31.5K
|
59.6K
$2.79M
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-683- 3.39% |
$30.9K - $31.8K
|
19.4K
$912K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-711- 7.34% |
$32.1K - $33.1K
|
8.98K
$421K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-725- 11.62% |
$32.8K - $33.8K
|
5.52K
$259K
|