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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.8K+ 67.85% |
$576K - $593K
|
31.7K
$1.44M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.7K+ 8.74% |
$571K - $587K
|
158K
$7.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
12.4K+ 15.01% |
$557K - $573K
|
94.8K
$4.3M
|
|
|
May 14, 2024
Q1 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
12.2K+ 19.29% |
$549K - $565K
|
75.5K
$3.42M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
12K+ 6.48% |
$539K - $554K
|
197K
$8.92M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
11.8KNew |
$529K - $544K
|
11.8K
$533K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
11.6K+ 107.75% |
$522K - $537K
|
22.4K
$1.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
11.5K+ 39.47% |
$519K - $534K
|
40.8K
$1.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
11.5K+ 9.27% |
$517K - $532K
|
135K
$6.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
11.2K+ 11.04% |
$504K - $519K
|
113K
$5.11M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
10.8K+ 83.58% |
$486K - $500K
|
23.7K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
10.5K+ 4.8% |
$474K - $487K
|
230K
$10.4M
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
10.4K+ 6.12% |
$467K - $480K
|
180K
$8.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
9.72K+ 18.02% |
$437K - $450K
|
63.7K
$2.89M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
9.21K+ 5.63% |
$414K - $426K
|
173K
$7.84M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
8.97K+ 1.17% |
$403K - $415K
|
774K
$35.1M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.73K+ 142.47% |
$392K - $404K
|
14.9K
$673K
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
8.62K+ 7.75% |
$388K - $399K
|
120K
$5.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.47K+ 4.68% |
$381K - $392K
|
189K
$8.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.29K+ 59.21% |
$373K - $384K
|
22.3K
$1.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
BUY
|
- |
8.17K+ 2.18% |
$368K - $378K
|
384K
$17.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
8.13K+ 18.4% |
$366K - $376K
|
52.3K
$2.37M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
8.02K+ 5.49% |
$361K - $371K
|
154K
$6.98M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
7.99KNew |
$359K - $370K
|
7.99K
$362K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
7.99KNew |
$359K - $370K
|
7.99K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.89K+ 34.14% |
$355K - $365K
|
31K
$1.4M
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
7.84K+ 6.52% |
$353K - $363K
|
128K
$5.8M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.83K+ 13.14% |
$352K - $362K
|
67.4K
$3.05M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
7.5KNew |
$337K - $347K
|
7.5K
$340K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.36K+ 6.2% |
$331K - $341K
|
126K
$5.72M
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
7.24KNew |
$325K - $335K
|
7.24K
$328K
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
7.03K+ 70.28% |
$316K - $326K
|
17K
$772K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.83K+ 26.83% |
$307K - $316K
|
32.3K
$1.46M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
6.72K+ 11.46% |
$302K - $311K
|
65.3K
$2.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6.7KNew |
$301K - $310K
|
6.7K
$304K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.69K+ 21.72% |
$301K - $309K
|
37.5K
$1.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
6.69K+ 8.5% |
$301K - $309K
|
85.4K
$3.87M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.67K+ 20.81% |
$300K - $309K
|
38.7K
$1.76M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.66KNew |
$300K - $308K
|
6.66K
$302K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.66K+ 5.9% |
$300K - $308K
|
119K
$5.41M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.62KNew |
$298K - $306K
|
6.62K
$300K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.48KNew |
$291K - $300K
|
6.48K
$294K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.36KNew |
$286K - $294K
|
6.36K
$288K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.33KNew |
$285K - $293K
|
6.33K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
6.16K+ 24.25% |
$277K - $285K
|
31.5K
$1.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.12KNew |
$275K - $283K
|
6.12K
$277K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6K+ 4283.57% |
$270K - $278K
|
6.14K
$278K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.99K+ 24.65% |
$270K - $277K
|
30.3K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
5.91KNew |
$266K - $274K
|
5.91K
$268K
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
5.73K+ 3.64% |
$258K - $265K
|
163K
$7.39M
|