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 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.01K+ 2.88% |
$136K - $140K
|
107K
$4.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.97K+ 32.45% |
$134K - $138K
|
12.1K
$560K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.73K+ 3.02% |
$123K - $127K
|
93.1K
$4.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.72K+ 4.12% |
$123K - $127K
|
68.5K
$3.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.57K+ 1.79% |
$116K - $120K
|
146K
$6.76M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.5K+ 3.1% |
$113K - $116K
|
83.2K
$3.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
2.44K+ 35.56% |
$110K - $114K
|
9.31K
$431K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.39K+ 4.78% |
$108K - $111K
|
52.4K
$2.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.29K+ 5.12% |
$103K - $107K
|
47K
$2.17M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.28K+ 2.28% |
$103K - $106K
|
102K
$4.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.26K+ 3.28% |
$102K - $105K
|
71.2K
$3.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.25K+ 11.13% |
$102K - $105K
|
22.4K
$1.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.22K+ 2.28% |
$100K - $103K
|
99.6K
$4.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.06K+ 2.56% |
$93.1K - $96K
|
82.4K
$3.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.02K+ 2.54% |
$91.2K - $94K
|
81.4K
$3.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2K+ 8.31% |
$90.4K - $93.2K
|
26.1K
$1.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
1.9K+ 0.83% |
$85.8K - $88.5K
|
230K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.68K+ 1.57% |
$75.8K - $78.1K
|
108K
$5M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.65KNew |
$74.6K - $76.9K
|
1.65K
$76.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.63K+ 82.92% |
$73.5K - $75.8K
|
3.59K
$166K
|
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.59K+ 23.75% |
$71.8K - $74K
|
8.27K
$382K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.58K+ 0.39% |
$71.6K - $73.8K
|
407K
$18.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.57K+ 16.33% |
$71K - $73.2K
|
11.2K
$517K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.56K+ 18.35% |
$70.7K - $72.9K
|
10.1K
$466K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.47K+ 19.36% |
$66.6K - $68.6K
|
9.08K
$420K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.46KNew |
$65.9K - $68K
|
1.46K
$67.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
1.43K+ 1.16% |
$64.6K - $66.6K
|
125K
$5.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.4K+ 0.7% |
$63.1K - $65K
|
199K
$9.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.39K+ 1.43% |
$62.6K - $64.6K
|
98.5K
$4.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.32K+ 26.0% |
$59.8K - $61.7K
|
6.41K
$296K
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
1.31K+ 0.2% |
$59.1K - $60.9K
|
646K
$29.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
1.3KNew |
$58.9K - $60.8K
|
1.3K
$60.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.3K+ 2.0% |
$58.8K - $60.6K
|
66.3K
$3.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.29K+ 11.22% |
$58.3K - $60.1K
|
12.8K
$591K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 0.97% |
$57.7K - $59.5K
|
133K
$6.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.26K+ 20.51% |
$57K - $58.8K
|
7.41K
$342K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.19K+ 26.04% |
$53.6K - $55.2K
|
5.74K
$265K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.18K+ 1.98% |
$53.3K - $54.9K
|
60.8K
$2.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.14K+ 17.19% |
$51.6K - $53.2K
|
7.78K
$360K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.12K+ 15.27% |
$50.8K - $52.3K
|
8.48K
$392K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
979+ 2.93% |
$44.3K - $45.6K
|
34.4K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
947+ 5.47% |
$42.8K - $44.1K
|
18.3K
$844K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
931+ 8.69% |
$42.1K - $43.4K
|
11.6K
$538K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
927+ 3565.38% |
$41.9K - $43.2K
|
953
$44.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
904+ 5.39% |
$40.9K - $42.1K
|
17.7K
$817K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
901+ 6.29% |
$40.7K - $42K
|
15.2K
$704K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
885+ 7.86% |
$40K - $41.2K
|
12.1K
$561K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
879+ 4.09% |
$39.7K - $41K
|
22.4K
$1.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
860+ 6.19% |
$38.9K - $40.1K
|
14.8K
$682K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
851New |
$38.5K - $39.7K
|
851
$39.3K
|