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 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-236- 1.3% |
$10.7K - $11K
|
18K
$831K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-238- 2.95% |
$10.8K - $11.1K
|
7.84K
$363K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-255- 0.27% |
$11.5K - $11.9K
|
94.4K
$4.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-298- 4.22% |
$13.5K - $13.9K
|
6.77K
$313K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-302- 2.49% |
$13.7K - $14.1K
|
11.8K
$546K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-327- 30.42% |
$14.8K - $15.2K
|
748
$34.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-338- 4.34% |
$15.3K - $15.8K
|
7.45K
$344K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-346- 0.68% |
$15.6K - $16.1K
|
50.6K
$2.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-374- 17.82% |
$16.9K - $17.4K
|
1.73K
$79.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-376- 6.57% |
$17K - $17.5K
|
5.35K
$247K
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-450- 14.38% |
$20.3K - $21K
|
2.68K
$124K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-466- 6.19% |
$21.1K - $21.7K
|
7.07K
$327K
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-482- 2.48% |
$21.8K - $22.5K
|
18.9K
$876K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-513- 39.07% |
$23.2K - $23.9K
|
800
$37K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-531- 10.15% |
$24K - $24.7K
|
4.7K
$217K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-543- 3.57% |
$24.5K - $25.3K
|
14.7K
$679K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-548- 3.31% |
$24.8K - $25.5K
|
16K
$740K
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-562- 4.03% |
$25.4K - $26.2K
|
13.4K
$619K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-567- 2.71% |
$25.6K - $26.4K
|
20.3K
$940K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-607- 1.06% |
$27.4K - $28.3K
|
56.9K
$2.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-657- 5.68% |
$29.7K - $30.6K
|
10.9K
$504K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-657- 12.16% |
$29.7K - $30.6K
|
4.75K
$219K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-664- 1.47% |
$30K - $30.9K
|
44.6K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-675- 1.12% |
$30.5K - $31.5K
|
59.6K
$2.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-711- 7.34% |
$32.1K - $33.1K
|
8.98K
$415K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-725- 11.62% |
$32.8K - $33.8K
|
5.52K
$255K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-738- 0.94% |
$33.4K - $34.4K
|
77.5K
$3.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-766- 4.31% |
$34.6K - $35.7K
|
17K
$787K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-775- 14.23% |
$35K - $36.1K
|
4.67K
$216K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-800- 33.4% |
$36.2K - $37.3K
|
1.6K
$73.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-834- 6.06% |
$37.7K - $38.9K
|
12.9K
$598K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-873- 9.26% |
$39.5K - $40.7K
|
8.56K
$395K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-882- 1.49% |
$39.9K - $41.1K
|
58.2K
$2.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-940- 15.65% |
$42.5K - $43.8K
|
5.07K
$234K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-943- 3.25% |
$42.6K - $43.9K
|
28.1K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-949- 1.12% |
$42.9K - $44.2K
|
83.5K
$3.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-994- 8.92% |
$44.9K - $46.3K
|
10.1K
$469K
|
|
|
Aug 05, 2025
Q2 2025
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-1K- 2.39% |
$45.2K - $46.6K
|
40.9K
$1.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1K- 14.11% |
$45.2K - $46.6K
|
6.09K
$281K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.04K- 2.56% |
$46.8K - $48.2K
|
39.5K
$1.82M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.04K- 12.06% |
$47.2K - $48.7K
|
7.61K
$352K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.08K- 31.87% |
$48.9K - $50.4K
|
2.31K
$107K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.09K- 16.4% |
$49K - $50.6K
|
5.53K
$256K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.12K- 9.75% |
$50.4K - $52K
|
10.3K
$477K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.13K- 7.08% |
$51.2K - $52.8K
|
14.9K
$687K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.25K- 2.56% |
$56.3K - $58K
|
47.4K
$2.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.27K- 70.71% |
$57.2K - $58.9K
|
524
$24.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.35K- 0.28% |
$61K - $62.9K
|
480K
$22.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.4K- 14.84% |
$63.2K - $65.1K
|
8.02K
$371K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.58K- 8.58% |
$71.2K - $73.4K
|
16.8K
$776K
|