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
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-738- 0.94% |
$33.4K - $34.4K
|
77.5K
$3.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-766- 4.31% |
$34.6K - $35.7K
|
17K
$798K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-775- 14.23% |
$35K - $36.1K
|
4.67K
$219K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-800- 33.4% |
$36.2K - $37.3K
|
1.6K
$74.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-834- 6.06% |
$37.7K - $38.9K
|
12.9K
$606K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-873- 9.26% |
$39.5K - $40.7K
|
8.56K
$401K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-882- 1.49% |
$39.9K - $41.1K
|
58.2K
$2.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-940- 15.65% |
$42.5K - $43.8K
|
5.07K
$238K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-943- 3.25% |
$42.6K - $43.9K
|
28.1K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-949- 1.12% |
$42.9K - $44.2K
|
83.5K
$3.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-994- 8.92% |
$44.9K - $46.3K
|
10.1K
$476K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1K- 14.11% |
$45.2K - $46.6K
|
6.09K
$285K
|
|
|
Aug 05, 2025
Q2 2025
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-1K- 2.39% |
$45.2K - $46.6K
|
40.9K
$1.92M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.02K- 3.3% |
$46K - $47.4K
|
29.8K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-1.03K- 8.87% |
$46.7K - $48.2K
|
10.6K
$498K
|
|
|
Oct 02, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-1.03K- 8.87% |
$46.7K - $48.2K
|
10.6K
$498K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.04K- 2.56% |
$46.8K - $48.2K
|
39.5K
$1.85M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.04K- 12.06% |
$47.2K - $48.7K
|
7.61K
$357K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.08K- 31.87% |
$48.9K - $50.4K
|
2.31K
$108K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.09K- 16.4% |
$49K - $50.6K
|
5.53K
$259K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.12K- 9.75% |
$50.4K - $52K
|
10.3K
$484K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.13K- 7.08% |
$51.2K - $52.8K
|
14.9K
$697K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.25K- 2.56% |
$56.3K - $58K
|
47.4K
$2.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.27K- 70.71% |
$57.2K - $58.9K
|
524
$24.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.35K- 0.28% |
$61K - $62.9K
|
480K
$22.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.4K- 14.84% |
$63.2K - $65.1K
|
8.02K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.48K- 7.52% |
$66.8K - $68.9K
|
18.2K
$853K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.58K- 8.58% |
$71.2K - $73.4K
|
16.8K
$787K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.62K- 12.15% |
$73.3K - $75.6K
|
11.7K
$550K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.7K- 22.98% |
$76.6K - $79K
|
5.68K
$266K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.7K- 1.07% |
$76.9K - $79.3K
|
158K
$7.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-1.71K- 5.43% |
$77.4K - $79.8K
|
29.8K
$1.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.72K- 26.33% |
$77.9K - $80.3K
|
4.82K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.87K- 3.73% |
$84.5K - $87.1K
|
48.3K
$2.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-1.87K- 3.4% |
$84.6K - $87.2K
|
53.2K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.9K- 8.03% |
$85.8K - $88.4K
|
21.8K
$1.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.97K- 4.5% |
$89.2K - $92K
|
41.9K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2.05K- 7.45% |
$92.7K - $95.6K
|
25.5K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2.35K- 6.43% |
$106K - $109K
|
34.2K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-2.51K- 5.96% |
$113K - $117K
|
39.6K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.52K- 6.56% |
$114K - $117K
|
35.9K
$1.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.62K- 1.77% |
$118K - $122K
|
145K
$6.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.72K- 4.17% |
$123K - $127K
|
62.4K
$2.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-2.72K- 5.57% |
$123K - $127K
|
46.2K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.73K- 0.84% |
$123K - $127K
|
321K
$15M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.73K- 29.05% |
$123K - $127K
|
6.66K
$312K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.96K- 1.33% |
$134K - $138K
|
219K
$10.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.97K- 48.92% |
$134K - $138K
|
3.1K
$145K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.1K- 0.91% |
$140K - $145K
|
336K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.25K- 4.98% |
$147K - $151K
|
61.9K
$2.9M
|