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 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.58K- 8.58% |
$71.2K - $73.4K
|
16.8K
$776K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.62K- 12.15% |
$73.3K - $75.6K
|
11.7K
$542K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.7K- 1.07% |
$76.9K - $79.3K
|
158K
$7.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-1.71K- 5.43% |
$77.4K - $79.8K
|
29.8K
$1.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.72K- 26.33% |
$77.9K - $80.3K
|
4.82K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.87K- 3.73% |
$84.5K - $87.1K
|
48.3K
$2.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-1.87K- 3.4% |
$84.6K - $87.2K
|
53.2K
$2.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.97K- 4.5% |
$89.2K - $92K
|
41.9K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2.05K- 7.45% |
$92.7K - $95.6K
|
25.5K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2.35K- 6.43% |
$106K - $109K
|
34.2K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.62K- 1.77% |
$118K - $122K
|
145K
$6.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.72K- 4.17% |
$123K - $127K
|
62.4K
$2.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-2.72K- 5.57% |
$123K - $127K
|
46.2K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.73K- 0.84% |
$123K - $127K
|
321K
$14.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.73K- 29.05% |
$123K - $127K
|
6.66K
$308K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.96K- 1.33% |
$134K - $138K
|
219K
$10.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.97K- 48.92% |
$134K - $138K
|
3.1K
$143K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.1K- 0.91% |
$140K - $145K
|
336K
$15.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.28K- 6.1% |
$148K - $153K
|
50.5K
$2.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-3.51K- 1.67% |
$159K - $164K
|
207K
$9.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.73K- 9.44% |
$169K - $174K
|
35.8K
$1.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-3.75K- 43.96% |
$170K - $175K
|
4.78K
$221K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.82K- 20.59% |
$173K - $178K
|
14.7K
$681K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-3.87K- 10.97% |
$175K - $180K
|
31.4K
$1.45M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-4.11K- 8.56% |
$186K - $192K
|
43.9K
$2.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.11K- 13.25% |
$186K - $192K
|
26.9K
$1.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.18K- 3.88% |
$189K - $195K
|
104K
$4.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-4.19K- 7.75% |
$189K - $195K
|
49.9K
$2.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-4.35K- 36.82% |
$197K - $203K
|
7.47K
$345K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.9K- 0.96% |
$221K - $228K
|
503K
$23.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-4.92K- 4.25% |
$222K - $229K
|
111K
$5.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-4.97K- 30.61% |
$225K - $231K
|
11.3K
$521K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-4.97K- 16.08% |
$225K - $232K
|
25.9K
$1.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5.26K- 2.16% |
$238K - $245K
|
239K
$11M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-5.53K- 43.32% |
$250K - $258K
|
7.24K
$335K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-5.56K- 6.21% |
$251K - $259K
|
84K
$3.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-5.85K- 3.71% |
$264K - $273K
|
152K
$7.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-5.99K- 1.64% |
$271K - $279K
|
359K
$16.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-6.41K- 2.47% |
$290K - $299K
|
253K
$11.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-6.45K- 39.58% |
$292K - $301K
|
9.85K
$455K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-6.63K- 6.31% |
$300K - $309K
|
98.5K
$4.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.17K- 5.31% |
$324K - $334K
|
128K
$5.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-7.48K- 24.93% |
$338K - $349K
|
22.5K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-7.6K- 71.7% |
$344K - $354K
|
3K
$139K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-8.09K- 7.89% |
$366K - $377K
|
94.5K
$4.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-8.17K- 3.28% |
$369K - $381K
|
241K
$11.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-8.7K- 2.2% |
$393K - $405K
|
386K
$17.9M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-9.36K- 1.95% |
$423K - $436K
|
472K
$21.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9.66K- 34.27% |
$436K - $450K
|
18.5K
$856K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10K- 23.05% |
$452K - $466K
|
33.4K
$1.54M
|