Purchases and Sales Made in Q2 2024 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-6.63K- 46.35% |
$293K - $303K
|
7.67K
$344K
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-6.69K- 56.91% |
$295K - $306K
|
5.06K
$227K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-6.81K- 1.46% |
$301K - $311K
|
458K
$20.5M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-7.19K- 0.93% |
$317K - $329K
|
767K
$34.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-7.52K- 10.81% |
$332K - $344K
|
62K
$2.78M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-8.3K- 27.14% |
$366K - $379K
|
22.3K
$997K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.44K- 11.34% |
$373K - $386K
|
66K
$2.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-9.17K- 34.1% |
$405K - $420K
|
17.7K
$793K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10K- 42.99% |
$441K - $457K
|
13.3K
$594K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12K- 42.2% |
$531K - $551K
|
16.5K
$738K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.7K- 15.69% |
$561K - $581K
|
68.2K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-13.7K- 3.17% |
$606K - $628K
|
419K
$18.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-14.9K- 24.13% |
$658K - $682K
|
46.8K
$2.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16.1K- 52.24% |
$711K - $737K
|
14.7K
$659K
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-16.5K- 24.09% |
$728K - $754K
|
52K
$2.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.6K- 3.16% |
$734K - $761K
|
510K
$22.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-17.3K- 17.54% |
$763K - $791K
|
81.3K
$3.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-18.8K- 4.54% |
$831K - $861K
|
396K
$17.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-18.9K- 6.24% |
$835K - $865K
|
284K
$12.7M
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-19K- 54.96% |
$838K - $869K
|
15.6K
$696K
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-19.4K- 6.15% |
$858K - $889K
|
296K
$13.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-20K- 10.18% |
$882K - $914K
|
176K
$7.89M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.7K- 10.01% |
$913K - $946K
|
186K
$8.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-21.9K- 1.87% |
$968K - $1M
|
1.15M
$51.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-22.9K- 79.59% |
$1.01M - $1.05M
|
5.87K
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-25.2K- 5.75% |
$1.11M - $1.15M
|
413K
$18.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-26.9K- 65.98% |
$1.19M - $1.23M
|
13.8K
$620K
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-27.3K- 75.35% |
$1.2M - $1.25M
|
8.93K
$400K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-32.9K- 7.74% |
$1.45M - $1.5M
|
392K
$17.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-35.8K- 8.47% |
$1.58M - $1.64M
|
387K
$17.3M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-36.1K- 27.63% |
$1.59M - $1.65M
|
94.5K
$4.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-36.6K- 19.88% |
$1.62M - $1.67M
|
147K
$6.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-39.3K- 32.9% |
$1.73M - $1.8M
|
80.1K
$3.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-44.2K- 1.99% |
$1.95M - $2.02M
|
2.17M
$97.3M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-45.8K- 5.5% |
$2.02M - $2.09M
|
787K
$35.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-47.7K- 5.79% |
$2.11M - $2.18M
|
776K
$34.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-54K- 23.6% |
$2.39M - $2.47M
|
175K
$7.83M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-59.5K- 31.38% |
$2.63M - $2.72M
|
130K
$5.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-63.1K- 11.0% |
$2.78M - $2.89M
|
510K
$22.8M
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-63.5K- 21.67% |
$2.8M - $2.91M
|
230K
$10.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-78.8K- 18.48% |
$3.48M - $3.61M
|
348K
$15.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-84.7K- 87.74% |
$3.74M - $3.87M
|
11.8K
$530K
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-85.4K- 54.37% |
$3.77M - $3.91M
|
71.7K
$3.21M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-171K- 97.12% |
$7.54M - $7.82M
|
5.07K
$227K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-173K- 64.89% |
$7.65M - $7.92M
|
93.7K
$4.2M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-185K- 70.83% |
$8.15M - $8.44M
|
76K
$3.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-205K- 5.02% |
$9.03M - $9.36M
|
3.87M
$173M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-327K- 28.87% |
$14.4M - $14.9M
|
805K
$36M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-381K- 61.03% |
$16.8M - $17.4M
|
243K
$10.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-425K- 91.62% |
$18.8M - $19.4M
|
38.9K
$1.74M
|