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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
5.68KNew |
$255K - $263K
|
5.68K
$257K
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
5.67K+ 10.21% |
$255K - $262K
|
61.2K
$2.77M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
5.62K+ 24.29% |
$253K - $260K
|
28.8K
$1.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
5.55K+ 9.68% |
$250K - $257K
|
62.9K
$2.85M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.53K+ 24.27% |
$249K - $256K
|
28.3K
$1.28M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
5.53K+ 156.33% |
$249K - $256K
|
9.06K
$411K
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.2KNew |
$234K - $241K
|
5.2K
$236K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5.14K+ 3.45% |
$231K - $238K
|
154K
$6.98M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.14K+ 25.05% |
$231K - $238K
|
25.7K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.1KNew |
$230K - $236K
|
5.1K
$231K
|
|
|
May 09, 2024
Q1 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
5K+ 16.34% |
$225K - $231K
|
35.6K
$1.61M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.99KNew |
$224K - $231K
|
4.99K
$226K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
4.87K+ 4.34% |
$219K - $225K
|
117K
$5.31M
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
4.83K+ 15.13% |
$217K - $224K
|
36.7K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.73K+ 139.08% |
$213K - $219K
|
8.14K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.72KNew |
$212K - $218K
|
4.72K
$214K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.56KNew |
$205K - $211K
|
4.56K
$206K
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.55K+ 8.6% |
$204K - $210K
|
57.4K
$2.6M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.39KNew |
$197K - $203K
|
4.39K
$199K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.27K+ 7.0% |
$192K - $198K
|
65.3K
$2.96M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
4K+ 57.83% |
$180K - $185K
|
10.9K
$495K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.99K+ 36.99% |
$179K - $185K
|
14.8K
$669K
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.98K+ 2.07% |
$179K - $184K
|
196K
$8.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.94KNew |
$177K - $182K
|
3.94K
$178K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
3.93K+ 110.24% |
$177K - $182K
|
7.5K
$340K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.9K+ 12.45% |
$175K - $180K
|
35.2K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.86K+ 1.1% |
$174K - $179K
|
355K
$16.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
3.66K+ 1.21% |
$165K - $170K
|
307K
$13.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3.62KNew |
$163K - $167K
|
3.62K
$164K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.6K+ 0.84% |
$162K - $167K
|
432K
$19.6M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.58K+ 0.26% |
$161K - $166K
|
1.36M
$61.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
3.57K+ 0.77% |
$160K - $165K
|
464K
$21M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.45K+ 4.87% |
$155K - $160K
|
74.4K
$3.37M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.35K+ 6.35% |
$151K - $155K
|
56.1K
$2.54M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.32KNew |
$149K - $153K
|
3.32K
$150K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.19K+ 10.02% |
$144K - $148K
|
35K
$1.59M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.18K+ 2.16% |
$143K - $147K
|
150K
$6.81M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.11K+ 18.5% |
$140K - $144K
|
19.9K
$903K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
3.06K+ 0.65% |
$138K - $142K
|
477K
$21.6M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.91K+ 20.97% |
$131K - $135K
|
16.8K
$761K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.75KNew |
$124K - $127K
|
2.75K
$124K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.64K+ 37.92% |
$119K - $122K
|
9.58K
$434K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.58KNew |
$116K - $120K
|
2.58K
$117K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.56K+ 33.57% |
$115K - $119K
|
10.2K
$462K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.5K+ 12500.0% |
$112K - $116K
|
2.52K
$114K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2.39K+ 3.75% |
$107K - $111K
|
66K
$2.99M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.35K+ 25.83% |
$106K - $109K
|
11.5K
$519K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.31KNew |
$104K - $107K
|
2.31K
$105K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.27K+ 18.17% |
$102K - $105K
|
14.8K
$669K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.26K+ 7.41% |
$102K - $105K
|
32.8K
$1.48M
|