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
|
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
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.79KNew |
$307K - $316K
|
6.79K
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.72KNew |
$304K - $313K
|
6.72K
$311K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
6.72KNew |
$304K - $313K
|
6.72K
$311K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.42K+ 45.95% |
$290K - $299K
|
20.4K
$943K
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
6.4K+ 1.96% |
$289K - $298K
|
332K
$15.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
6.38K+ 3.53% |
$288K - $297K
|
187K
$8.66M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.12KNew |
$277K - $285K
|
6.12K
$283K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.96KNew |
$269K - $278K
|
5.96K
$275K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.71KNew |
$258K - $266K
|
5.71K
$264K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
5.61KNew |
$254K - $262K
|
5.61K
$259K
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
5.61K+ 7.01% |
$254K - $262K
|
85.6K
$3.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.56KNew |
$251K - $259K
|
5.56K
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.44K+ 0.54% |
$246K - $254K
|
1.02M
$46.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.28KNew |
$239K - $246K
|
5.28K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.27K+ 78.53% |
$238K - $245K
|
12K
$554K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
5.24K+ 18.76% |
$237K - $244K
|
33.2K
$1.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
4.84K+ 8.95% |
$219K - $226K
|
58.9K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.66KNew |
$211K - $217K
|
4.66K
$216K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.62KNew |
$209K - $215K
|
4.62K
$213K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.53KNew |
$205K - $211K
|
4.53K
$210K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.53K+ 0.85% |
$205K - $211K
|
539K
$24.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.39K+ 1.76% |
$198K - $205K
|
254K
$11.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.38K+ 17.21% |
$198K - $204K
|
29.9K
$1.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.35K+ 10.35% |
$197K - $203K
|
46.4K
$2.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
4.35K+ 26.03% |
$197K - $203K
|
21.1K
$974K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.35KNew |
$196K - $203K
|
4.35K
$201K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
4.3K+ 24.88% |
$194K - $201K
|
21.6K
$998K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.21K+ 11.45% |
$190K - $196K
|
40.9K
$1.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
4.09K+ 3.38% |
$185K - $190K
|
125K
$5.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.06K+ 3.08% |
$184K - $189K
|
136K
$6.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
3.84K+ 10.36% |
$173K - $179K
|
40.9K
$1.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
3.77K+ 3.6% |
$170K - $176K
|
108K
$5.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.71K+ 16.33% |
$168K - $173K
|
26.4K
$1.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.67K+ 7.03% |
$166K - $171K
|
55.9K
$2.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.55K+ 40.23% |
$161K - $165K
|
12.4K
$572K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.53K+ 2.31% |
$159K - $164K
|
156K
$7.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.48K+ 25.31% |
$157K - $162K
|
17.2K
$796K
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.47K+ 41.89% |
$157K - $162K
|
11.8K
$543K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.47K+ 68.29% |
$157K - $162K
|
8.55K
$395K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.21K+ 5.87% |
$145K - $150K
|
57.9K
$2.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.16K+ 20.38% |
$143K - $147K
|
18.7K
$863K
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.08K+ 4.8% |
$139K - $144K
|
67.3K
$3.11M
|