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
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10.6K- 14.38% |
$479K - $494K
|
63.2K
$2.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-10.8K- 10.46% |
$489K - $504K
|
92.5K
$4.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-13.4K- 98.74% |
$604K - $623K
|
170
$7.86K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-14.2K- 31.9% |
$643K - $663K
|
30.4K
$1.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-16.4K- 3.54% |
$742K - $764K
|
447K
$20.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-19K- 32.51% |
$860K - $887K
|
39.5K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-19.6K- 50.11% |
$887K - $915K
|
19.5K
$903K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-20.9K- 91.32% |
$945K - $974K
|
1.99K
$91.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-21K- 10.37% |
$948K - $977K
|
181K
$8.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22.1K- 4.17% |
$997K - $1.03M
|
507K
$23.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-25.8K- 28.19% |
$1.16M - $1.2M
|
65.6K
$3.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-27.2K- 28.47% |
$1.23M - $1.27M
|
68.3K
$3.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-28.2K- 43.74% |
$1.27M - $1.31M
|
36.2K
$1.68M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-29.5K- 14.88% |
$1.33M - $1.37M
|
169K
$7.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-30.7K- 16.21% |
$1.39M - $1.43M
|
159K
$7.34M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-31.5K- 54.68% |
$1.42M - $1.47M
|
26.1K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-33.1K- 45.02% |
$1.5M - $1.54M
|
40.4K
$1.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-37.3K- 12.91% |
$1.69M - $1.74M
|
252K
$11.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-37.7K- 9.96% |
$1.7M - $1.76M
|
341K
$15.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-44.1K- 1.99% |
$1.99M - $2.06M
|
2.18M
$101M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-44.6K- 33.12% |
$2.01M - $2.08M
|
90K
$4.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-45.4K- 63.02% |
$2.05M - $2.11M
|
26.6K
$1.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Lincoln National Corp
|
SELL
|
- |
-48.6K- 1.39% |
$2.2M - $2.27M
|
3.45M
$160M
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-57.4K- 78.83% |
$2.6M - $2.68M
|
15.4K
$713K
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
SELL
|
- |
-61K- 47.68% |
$2.76M - $2.84M
|
66.9K
$3.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-68.5K- 44.05% |
$3.1M - $3.19M
|
87.1K
$4.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-84.2K- 93.93% |
$3.81M - $3.92M
|
5.45K
$252K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-85.6K- 49.71% |
$3.87M - $3.99M
|
86.6K
$4M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-97.9K- 61.26% |
$4.42M - $4.56M
|
61.9K
$2.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-103K- 6.48% |
$4.67M - $4.82M
|
1.49M
$68.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-149K- 93.86% |
$6.75M - $6.96M
|
9.76K
$451K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-274K- 33.41% |
$12.4M - $12.8M
|
547K
$25.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-284K- 47.88% |
$12.8M - $13.2M
|
309K
$14.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-310K- 8.05% |
$14M - $14.5M
|
3.55M
$164M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-335K- 71.41% |
$15.1M - $15.6M
|
134K
$6.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-855K- 95.56% |
$38.7M - $39.9M
|
39.7K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-107M- 97.01% |
$4.84B - $4.99B
|
3.3M
$152M
|