Purchases and Sales Made in Q3 2025 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.85K+ 5.88% |
$313K - $324K
|
123K
$5.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
6.66K+ 2.64% |
$304K - $315K
|
259K
$12.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.62K+ 24.61% |
$303K - $313K
|
33.5K
$1.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
6.5K+ 30.82% |
$297K - $307K
|
27.6K
$1.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
6.4KNew |
$293K - $303K
|
6.4K
$301K
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
6.32KNew |
$289K - $299K
|
6.32K
$297K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
6.32K+ 3.78% |
$289K - $299K
|
173K
$8.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6.14K+ 9.77% |
$281K - $290K
|
69K
$3.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
6.01K+ 10.25% |
$275K - $284K
|
64.6K
$3.03M
|
|
|
Nov 03, 2025
Q3 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
5.74K+ 5.67% |
$263K - $271K
|
107K
$5.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.74K+ 17.19% |
$262K - $271K
|
39.1K
$1.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
5.68K+ 8.28% |
$260K - $268K
|
74.2K
$3.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
5.66KNew |
$259K - $268K
|
5.66K
$266K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.6K+ 7.26% |
$256K - $265K
|
82.8K
$3.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
5.59KNew |
$256K - $264K
|
5.59K
$263K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.53K+ 9.28% |
$253K - $261K
|
65.1K
$3.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.47K+ 58.91% |
$250K - $258K
|
14.7K
$693K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.43KNew |
$248K - $257K
|
5.43K
$255K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.41K+ 157.49% |
$247K - $256K
|
8.85K
$416K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.35K+ 9.57% |
$245K - $253K
|
61.3K
$2.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
5.3K+ 11.28% |
$242K - $251K
|
52.3K
$2.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
5.18KNew |
$237K - $245K
|
5.18K
$243K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
5.11K+ 9.65% |
$234K - $242K
|
58.1K
$2.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.1K+ 16.54% |
$233K - $241K
|
35.9K
$1.69M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.03KNew |
$230K - $238K
|
5.03K
$236K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.96K+ 73.02% |
$227K - $234K
|
11.8K
$552K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.95KNew |
$226K - $234K
|
4.95K
$233K
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.86K+ 2.59% |
$222K - $230K
|
192K
$9.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.82KNew |
$220K - $228K
|
4.82K
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.8KNew |
$220K - $227K
|
4.8K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.79KNew |
$219K - $226K
|
4.79K
$225K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.71KNew |
$215K - $223K
|
4.71K
$221K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.67KNew |
$214K - $221K
|
4.67K
$219K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
4.62KNew |
$211K - $218K
|
4.62K
$217K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.48K+ 22.18% |
$205K - $212K
|
24.7K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4.45K+ 8.5% |
$203K - $210K
|
56.8K
$2.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.41K+ 4.42% |
$202K - $208K
|
104K
$4.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.24K+ 5.21% |
$194K - $200K
|
85.6K
$4.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.04KNew |
$184K - $191K
|
4.04K
$189K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.02K+ 21.53% |
$184K - $190K
|
22.7K
$1.07M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.77KNew |
$172K - $178K
|
3.77K
$177K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3.74K+ 6226.67% |
$171K - $177K
|
3.8K
$178K
|
|
|
Oct 15, 2025
Q3 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
3.57K+ 11.96% |
$163K - $169K
|
33.4K
$1.57M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.4K+ 23.29% |
$155K - $161K
|
18K
$845K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.38K+ 13.26% |
$155K - $160K
|
28.9K
$1.36M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.34K+ 5.41% |
$153K - $158K
|
65.1K
$3.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
3.24K+ 2.99% |
$148K - $153K
|
112K
$5.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.08K+ 41.82% |
$141K - $146K
|
10.5K
$491K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.97K+ 7.48% |
$136K - $140K
|
42.7K
$2M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.96K+ 127.95% |
$135K - $140K
|
5.27K
$247K
|
|