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 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.36M+ 6012.24% |
$288M - $297M
|
6.47M
$299M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
498K+ 110.4% |
$22.5M - $23.2M
|
949K
$43.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
344K+ 18.79% |
$15.6M - $16M
|
2.18M
$101M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
321K+ 3.87% |
$14.5M - $15M
|
8.61M
$398M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
295KNew |
$13.3M - $13.8M
|
295K
$13.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
221K+ 1.06% |
$10M - $10.3M
|
21.1M
$975M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
218K+ 5.55% |
$9.85M - $10.2M
|
4.14M
$191M
|
|
|
Aug 12, 2025
Q2 2025
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
200KNew |
$9.04M - $9.32M
|
200K
$9.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
197KNew |
$8.88M - $9.16M
|
197K
$9.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
189K+ 3.19% |
$8.54M - $8.81M
|
6.1M
$282M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
178KNew |
$8.05M - $8.3M
|
178K
$8.23M
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
172KNew |
$7.79M - $8.03M
|
172K
$7.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
167KNew |
$7.55M - $7.79M
|
167K
$7.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
144KNew |
$6.51M - $6.71M
|
144K
$6.65M
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
134KNew |
$6.04M - $6.22M
|
134K
$6.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
120K+ 13.79% |
$5.42M - $5.59M
|
990K
$45.8M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
105K+ 11.21% |
$4.77M - $4.91M
|
1.05M
$48.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
101K+ 73.69% |
$4.55M - $4.69M
|
237K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
99.7K+ 20.61% |
$4.51M - $4.65M
|
583K
$27M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
97.8K+ 18.53% |
$4.42M - $4.56M
|
626K
$28.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
96.3K+ 12.4% |
$4.35M - $4.49M
|
873K
$40.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
95.1K+ 24.38% |
$4.3M - $4.43M
|
485K
$22.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
87.4K+ 13.82% |
$3.95M - $4.07M
|
720K
$33.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
75.2K+ 21.55% |
$3.4M - $3.51M
|
424K
$19.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
73.2KNew |
$3.31M - $3.41M
|
73.2K
$3.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
68.2K+ 56.33% |
$3.08M - $3.18M
|
189K
$8.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
66.8KNew |
$3.02M - $3.11M
|
66.8K
$3.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
55.4K+ 21.26% |
$2.51M - $2.58M
|
316K
$14.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
54.5K+ 37.34% |
$2.46M - $2.54M
|
200K
$9.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
50.8K+ 15.58% |
$2.29M - $2.37M
|
377K
$17.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
48.8K+ 3.5% |
$2.2M - $2.27M
|
1.44M
$66.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
46.1K+ 11.21% |
$2.09M - $2.15M
|
458K
$21.2M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
42.4K+ 96.33% |
$1.91M - $1.97M
|
86.3K
$3.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
41.6K+ 13.96% |
$1.88M - $1.94M
|
340K
$15.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
41.3K+ 4.52% |
$1.87M - $1.92M
|
955K
$44.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
40.1K+ 28.49% |
$1.81M - $1.87M
|
181K
$8.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
34.9KNew |
$1.58M - $1.63M
|
34.9K
$1.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
34.1K+ 6.24% |
$1.54M - $1.59M
|
580K
$26.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
34KNew |
$1.54M - $1.59M
|
34K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
33.4K+ 4.51% |
$1.51M - $1.56M
|
774K
$35.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.3K+ 2.81% |
$1.51M - $1.55M
|
1.22M
$56.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
32.5K+ 3.97% |
$1.47M - $1.51M
|
851K
$39.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
31.7K+ 1.95% |
$1.43M - $1.48M
|
1.66M
$76.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
29.7KNew |
$1.34M - $1.38M
|
29.7K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
28.5K+ 26.97% |
$1.29M - $1.33M
|
134K
$6.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
27.8K+ 29.72% |
$1.26M - $1.3M
|
121K
$5.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
26.6K+ 2.21% |
$1.2M - $1.24M
|
1.23M
$57M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.8K+ 6.43% |
$1.12M - $1.15M
|
410K
$18.9M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
24K+ 1.97% |
$1.09M - $1.12M
|
1.24M
$57.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
23.4K+ 9.05% |
$1.06M - $1.09M
|
282K
$13M
|