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 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-264- 2.48% |
$11.9K - $12.2K
|
10.4K
$470K
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-270- 3.16% |
$12.1K - $12.5K
|
8.29K
$375K
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-277- 5.01% |
$12.5K - $12.8K
|
5.25K
$238K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-280- 31.18% |
$12.6K - $13K
|
618
$28K
|
|
May 13, 2024
Q1 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-300- 0.64% |
$13.5K - $13.9K
|
46.3K
$2.1M
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-358- 1.65% |
$16.1K - $16.6K
|
21.3K
$966K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-381- 41.73% |
$17.1K - $17.6K
|
532
$24.1K
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-400- 5.64% |
$18K - $18.5K
|
6.7K
$303K
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-400- 86.02% |
$18K - $18.5K
|
65
$2.95K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-449- 10.11% |
$20.2K - $20.8K
|
3.99K
$181K
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-458- 0.15% |
$20.6K - $21.2K
|
305K
$13.8M
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-458- 86.74% |
$20.6K - $21.2K
|
70
$3.17K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-473- 2.88% |
$21.3K - $21.9K
|
16K
$724K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-479- 17.66% |
$21.5K - $22.2K
|
2.23K
$101K
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-497- 4.94% |
$22.4K - $23K
|
9.56K
$433K
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-512- 1.98% |
$23K - $23.7K
|
25.4K
$1.15M
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-542- 30.19% |
$24.4K - $25.1K
|
1.25K
$56.8K
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
SELL
|
- |
-552- 9.5% |
$24.8K - $25.6K
|
5.26K
$238K
|
|
May 06, 2024
Q1 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-565- 0.84% |
$25.4K - $26.2K
|
67K
$3.03M
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-575- 2.24% |
$25.9K - $26.6K
|
25.1K
$1.14M
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-583- 10.09% |
$26.2K - $27K
|
5.19K
$235K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-597- 6.18% |
$26.9K - $27.6K
|
9.06K
$411K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-603- 0.88% |
$27.1K - $27.9K
|
67.8K
$3.07M
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-633- 42.26% |
$28.5K - $29.3K
|
865
$39.2K
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-650- 7.17% |
$29.2K - $30.1K
|
8.42K
$381K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-658- 16.4% |
$29.6K - $30.5K
|
3.35K
$152K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-669- 7.56% |
$30.1K - $31K
|
8.18K
$371K
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-685- 4.11% |
$30.8K - $31.7K
|
16K
$725K
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-693- 94.54% |
$31.2K - $32.1K
|
40
$1.81K
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-771- 3.03% |
$34.7K - $35.7K
|
24.6K
$1.12M
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-797- 0.5% |
$35.8K - $36.9K
|
157K
$7.12M
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-845- 81.88% |
$38K - $39.1K
|
187
$8.47K
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-898- 3.23% |
$40.4K - $41.6K
|
26.9K
$1.22M
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-913- 1.15% |
$41.1K - $42.3K
|
78.2K
$3.54M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-925- 8.93% |
$41.6K - $42.8K
|
9.44K
$428K
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-935- 14.66% |
$42.1K - $43.3K
|
5.45K
$247K
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-955- 12.16% |
$43K - $44.2K
|
6.9K
$313K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-997- 12.56% |
$44.8K - $46.2K
|
6.94K
$315K
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1K- 6.08% |
$45.2K - $46.5K
|
15.5K
$703K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.07K- 10.38% |
$48.2K - $49.6K
|
9.25K
$419K
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.2K- 16.55% |
$53.8K - $55.4K
|
6.03K
$273K
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.2K- 11.47% |
$54.1K - $55.6K
|
9.28K
$420K
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.45K- 9.77% |
$65.4K - $67.3K
|
13.4K
$608K
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.47K- 0.71% |
$65.9K - $67.8K
|
204K
$9.26M
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.47K- 19.69% |
$66K - $67.9K
|
5.98K
$271K
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-1.57K- 12.05% |
$70.8K - $72.9K
|
11.5K
$520K
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-1.65K- 12.02% |
$74.3K - $76.5K
|
12.1K
$548K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.65K- 4.06% |
$74.4K - $76.6K
|
39.1K
$1.77M
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.81K- 24.22% |
$81.3K - $83.7K
|
5.66K
$256K
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.82K- 2.86% |
$81.6K - $84K
|
61.7K
$2.8M
|