Purchases and Sales Made in Q1 2024 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q1 2024. 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 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
39.4K+ 49.14% |
$1.77M - $1.82M
|
119K
$5.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
36.2KNew |
$1.63M - $1.68M
|
36.2K
$1.64M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
36.1K+ 3.23% |
$1.63M - $1.67M
|
1.16M
$52.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
35.7KNew |
$1.61M - $1.65M
|
35.7K
$1.62M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
35.6KNew |
$1.6M - $1.65M
|
35.6K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
35.6K+ 134.92% |
$1.6M - $1.65M
|
62K
$2.81M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
35.1K+ 27.36% |
$1.58M - $1.62M
|
163K
$7.4M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
35.1K+ 18.15% |
$1.58M - $1.62M
|
228K
$10.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.7K+ 7.06% |
$1.56M - $1.6M
|
526K
$23.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
33.5KNew |
$1.51M - $1.55M
|
33.5K
$1.52M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.2K+ 4.6% |
$1.49M - $1.54M
|
755K
$34.2M
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
33.2K+ 20.74% |
$1.49M - $1.54M
|
193K
$8.76M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
32.6K+ 12.07% |
$1.47M - $1.51M
|
303K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.6K+ 27.28% |
$1.46M - $1.51M
|
152K
$6.89M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31.8K+ 28.65% |
$1.43M - $1.47M
|
143K
$6.47M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
28K+ 27.28% |
$1.26M - $1.3M
|
131K
$5.92M
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
27.1K+ 2.63% |
$1.22M - $1.25M
|
1.06M
$47.8M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
24.9K+ 244.33% |
$1.12M - $1.15M
|
35K
$1.59M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
24.7K+ 11.24% |
$1.11M - $1.14M
|
245K
$11.1M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
22.7K+ 191.81% |
$1.02M - $1.05M
|
34.5K
$1.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.7K+ 2.05% |
$1.02M - $1.05M
|
1.13M
$51.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
22.7K+ 98.93% |
$1.02M - $1.05M
|
45.6K
$2.06M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
22.6K+ 16.34% |
$1.02M - $1.05M
|
161K
$7.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
22.1K+ 26.53% |
$992K - $1.02M
|
105K
$4.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.7K+ 8.05% |
$977K - $1M
|
291K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
20.9K+ 20.79% |
$938K - $965K
|
121K
$5.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
20.8K+ 15.53% |
$935K - $963K
|
155K
$7.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
20.5K+ 6.9% |
$921K - $948K
|
317K
$14.4M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
20.1K+ 15.34% |
$906K - $932K
|
151K
$6.86M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19.5K+ 9.9% |
$877K - $903K
|
217K
$9.81M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
19.2K+ 6.97% |
$862K - $888K
|
294K
$13.3M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
18.8K+ 82.93% |
$845K - $870K
|
41.4K
$1.88M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
18.2K+ 207.25% |
$821K - $845K
|
27K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
18.2K+ 1.31% |
$820K - $844K
|
1.41M
$63.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
18K+ 3.95% |
$811K - $834K
|
474K
$21.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
17.3K+ 8.05% |
$780K - $802K
|
233K
$10.5M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.2K+ 24.18% |
$772K - $794K
|
88.1K
$3.99M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
17.1K+ 13.83% |
$768K - $790K
|
141K
$6.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
16.5K+ 14.52% |
$744K - $765K
|
130K
$5.91M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
16.1K+ 35.88% |
$725K - $746K
|
61K
$2.77M
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
15.9KNew |
$716K - $737K
|
15.9K
$721K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
15K+ 3.54% |
$675K - $695K
|
439K
$19.9M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
14.8K+ 3.17% |
$666K - $686K
|
482K
$21.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
14.8K+ 10.93% |
$665K - $684K
|
150K
$6.8M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
14.8K+ 84.18% |
$664K - $684K
|
32.3K
$1.46M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14.4K+ 1.72% |
$647K - $666K
|
851K
$38.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
14.2K+ 7.01% |
$641K - $659K
|
217K
$9.85M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
14KNew |
$630K - $648K
|
14K
$634K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.7K+ 20.37% |
$616K - $634K
|
80.9K
$3.67M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
13.5K+ 155.65% |
$608K - $625K
|
22.2K
$1.01M
|