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 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
19New |
$859 - $885
|
19
$878
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
17New |
$768 - $792
|
17
$786
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
16+ 0.22% |
$723 - $746
|
7.16K
$331K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
15New |
$678 - $699
|
15
$693
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
13+ 1.82% |
$588 - $606
|
726
$33.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
11+ 0.13% |
$497 - $513
|
8.24K
$381K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
9New |
$407 - $419
|
9
$416
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
7+ 0.02% |
$316 - $326
|
39.2K
$1.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
7+ 0.06% |
$316 - $326
|
12.1K
$560K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6+ 1.44% |
$271 - $280
|
423
$19.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6+ 1.16% |
$271 - $280
|
525
$24.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3+ 0.05% |
$136 - $140
|
6.64K
$307K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3+ 1.26% |
$136 - $140
|
242
$11.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 1.96% |
$90.4 - $93.2
|
104
$4.81K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.63% |
$45.2 - $46.6
|
160
$7.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 7.69% |
$45.2 - $46.6
|
14
$647
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 25.0% |
$45.2 - $46.6
|
5
$231
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-9- 0.78% |
$407 - $419
|
1.15K
$53.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-28- 5.61% |
$1.27K - $1.3K
|
471
$21.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-28- 0.35% |
$1.27K - $1.3K
|
8.03K
$371K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-31- 0.09% |
$1.4K - $1.44K
|
33.9K
$1.57M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-32- 12.75% |
$1.45K - $1.49K
|
219
$10.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-35- 11.48% |
$1.58K - $1.63K
|
270
$12.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ht Partners LLC
|
SELL
|
- |
-36- 0.18% |
$1.63K - $1.68K
|
20.4K
$944K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-45- 0.25% |
$2.03K - $2.1K
|
17.7K
$820K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-45- 0.9% |
$2.03K - $2.1K
|
4.94K
$228K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-47- 0.43% |
$2.12K - $2.19K
|
10.8K
$498K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-47- 2.01% |
$2.12K - $2.19K
|
2.29K
$106K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-50- 19.53% |
$2.26K - $2.33K
|
206
$9.52K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-51- 6.98% |
$2.31K - $2.38K
|
680
$31.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-53- 1.52% |
$2.4K - $2.47K
|
3.44K
$159K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-65- 0.53% |
$2.94K - $3.03K
|
12.1K
$560K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-66- 1.29% |
$2.98K - $3.08K
|
5.05K
$233K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-69- 1.27% |
$3.12K - $3.22K
|
5.36K
$248K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-69- 13.07% |
$3.12K - $3.22K
|
459
$21.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-72- 0.03% |
$3.25K - $3.36K
|
260K
$12M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-93- 1.97% |
$4.2K - $4.33K
|
4.62K
$213K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-93- 0.38% |
$4.2K - $4.33K
|
24.6K
$1.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-119- 2.2% |
$5.38K - $5.55K
|
5.29K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-136- 1.92% |
$6.15K - $6.34K
|
6.93K
$321K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-141- 3.56% |
$6.37K - $6.57K
|
3.82K
$177K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-149- 0.99% |
$6.73K - $6.94K
|
14.9K
$687K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-167- 88.36% |
$7.55K - $7.78K
|
22
$1.02K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-172- 2.66% |
$7.77K - $8.02K
|
6.31K
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-179- 3.57% |
$8.09K - $8.34K
|
4.84K
$224K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-200- 1.06% |
$9.04K - $9.32K
|
18.7K
$864K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-217- 0.12% |
$9.81K - $10.1K
|
188K
$8.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-230- 2.9% |
$10.4K - $10.7K
|
7.7K
$356K
|