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 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
23K+ 16.93% |
$1.04M - $1.07M
|
159K
$7.36M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
22.2K+ 10.67% |
$1M - $1.04M
|
231K
$10.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
20.3K+ 13.15% |
$920K - $948K
|
175K
$8.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
19.9K+ 6.56% |
$898K - $926K
|
323K
$14.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
19.4K+ 9.64% |
$875K - $902K
|
220K
$10.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
19.2K+ 22.56% |
$866K - $893K
|
104K
$4.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
17.1K+ 21.01% |
$775K - $799K
|
98.7K
$4.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
16.8K+ 202.88% |
$761K - $785K
|
25.1K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
16.7KNew |
$753K - $776K
|
16.7K
$770K
|
|
|
Jul 30, 2025
Q2 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
16.6KNew |
$749K - $772K
|
16.6K
$766K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.5K+ 178.04% |
$745K - $768K
|
25.8K
$1.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
16.1K+ 2.72% |
$728K - $750K
|
608K
$28.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.1K+ 7.04% |
$726K - $748K
|
244K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.1K+ 1.85% |
$682K - $703K
|
832K
$38.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.8K+ 1.27% |
$670K - $690K
|
1.18M
$54.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
14.8K+ 36.2% |
$670K - $690K
|
55.7K
$2.58M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
14.4K+ 17.99% |
$650K - $670K
|
94.2K
$4.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.7K+ 12.24% |
$574K - $592K
|
116K
$5.38M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
12.5K+ 8.96% |
$563K - $581K
|
151K
$7M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
12.3K+ 45.03% |
$558K - $575K
|
39.8K
$1.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
12.3K+ 2.16% |
$557K - $574K
|
583K
$26.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
12.2K+ 14.31% |
$551K - $568K
|
97.4K
$4.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
11.7K+ 133.68% |
$529K - $546K
|
20.5K
$946K
|
|
|
Aug 13, 2025
Q2 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
11.7K+ 58.92% |
$527K - $544K
|
31.5K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.6K+ 3.36% |
$522K - $539K
|
355K
$16.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
11.5KNew |
$519K - $535K
|
11.5K
$531K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
11.1K+ 5.65% |
$501K - $516K
|
207K
$9.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.99K+ 19.89% |
$452K - $466K
|
60.2K
$2.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
9.7K+ 8.9% |
$439K - $452K
|
119K
$5.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.68K+ 6.77% |
$437K - $451K
|
153K
$7.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.67K+ 13.23% |
$437K - $451K
|
82.8K
$3.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9.4K+ 17.78% |
$425K - $438K
|
62.3K
$2.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
9.28KNew |
$420K - $432K
|
9.28K
$429K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
9.23K+ 9.61% |
$417K - $430K
|
105K
$4.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.93K+ 4.03% |
$404K - $416K
|
231K
$10.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
8.76K+ 18.45% |
$396K - $408K
|
56.2K
$2.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.53KNew |
$386K - $398K
|
8.53K
$395K
|
|
|
Jul 21, 2025
Q2 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
8.47K+ 5.34% |
$383K - $395K
|
167K
$7.72M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
8.46K+ 2.96% |
$382K - $394K
|
295K
$13.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
8.33K+ 2.59% |
$377K - $388K
|
330K
$15.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
8.31KNew |
$376K - $387K
|
8.31K
$384K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
8.28K+ 2.34% |
$374K - $386K
|
362K
$16.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.75K+ 15.62% |
$350K - $361K
|
57.4K
$2.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.75KNew |
$350K - $361K
|
7.75K
$358K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.57KNew |
$342K - $353K
|
7.57K
$350K
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
7.34K+ 2.6% |
$332K - $342K
|
290K
$13.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
7.17K+ 1.94% |
$324K - $334K
|
377K
$17.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
7.07K+ 4.38% |
$319K - $329K
|
168K
$7.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.95K+ 7.0% |
$314K - $324K
|
106K
$4.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
6.86K+ 14.86% |
$310K - $319K
|
53K
$2.45M
|