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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
43.8K+ 21.44% |
$1.93M - $2M
|
248K
$11.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
43.3K+ 121.74% |
$1.91M - $1.98M
|
78.9K
$3.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
42.8K+ 122.18% |
$1.89M - $1.96M
|
77.9K
$3.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
42.1K+ 117.88% |
$1.86M - $1.93M
|
77.9K
$3.49M
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
41.9K+ 38.84% |
$1.85M - $1.92M
|
150K
$6.7M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
39.2K+ 18.05% |
$1.73M - $1.8M
|
257K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
38.9K+ 246.25% |
$1.72M - $1.78M
|
54.7K
$2.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
37.4KNew |
$1.65M - $1.71M
|
37.4K
$1.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
37.4KNew |
$1.65M - $1.71M
|
37.4K
$1.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
36.9K+ 7.03% |
$1.63M - $1.69M
|
561K
$25.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
36.6K+ 3.47% |
$1.62M - $1.67M
|
1.09M
$48.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
35.8K+ 13.0% |
$1.58M - $1.64M
|
312K
$14M
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
33.4K+ 15.29% |
$1.48M - $1.53M
|
252K
$11.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
33.1K+ 92.95% |
$1.46M - $1.52M
|
68.8K
$3.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
31.1K+ 10.58% |
$1.37M - $1.42M
|
325K
$14.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
31KNew |
$1.37M - $1.42M
|
31K
$1.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29.3K+ 5.57% |
$1.29M - $1.34M
|
555K
$24.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
29.2K+ 313.91% |
$1.29M - $1.34M
|
38.6K
$1.73M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
28.9KNew |
$1.27M - $1.32M
|
28.9K
$1.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
28.4K+ 17.43% |
$1.25M - $1.3M
|
191K
$8.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
28.2K+ 2.08% |
$1.25M - $1.29M
|
1.39M
$62.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
28.2K+ 79.05% |
$1.25M - $1.29M
|
63.9K
$2.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
26.8K+ 386.18% |
$1.18M - $1.23M
|
33.8K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
26.7K+ 18.98% |
$1.18M - $1.22M
|
167K
$7.49M
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
25.1K+ 3.82% |
$1.11M - $1.15M
|
684K
$30.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
BUY
|
- |
24.4K+ 5.14% |
$1.08M - $1.12M
|
499K
$22.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
23.2K+ 2.73% |
$1.03M - $1.06M
|
874K
$39.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
23.2K+ 14.7% |
$1.02M - $1.06M
|
181K
$8.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
22.8KNew |
$1.01M - $1.04M
|
22.8K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
22.3K+ 6.27% |
$984K - $1.02M
|
378K
$16.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
20.3KNew |
$898K - $930K
|
20.3K
$910K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
20.2KNew |
$892K - $925K
|
20.2K
$905K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
20.2K+ 91.0% |
$891K - $924K
|
42.4K
$1.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
20.1K+ 1006.6% |
$889K - $921K
|
22.1K
$991K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19.3K+ 12.88% |
$854K - $885K
|
170K
$7.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19.1K+ 10.34% |
$844K - $874K
|
204K
$9.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.1K+ 2.53% |
$842K - $873K
|
774K
$34.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
17.2K+ 11.11% |
$758K - $786K
|
172K
$7.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.6K+ 44.34% |
$734K - $760K
|
54.1K
$2.42M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
15.7KNew |
$692K - $717K
|
15.7K
$702K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
15.4K+ 13.65% |
$680K - $704K
|
128K
$5.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
15.3KNew |
$675K - $699K
|
15.3K
$684K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.9K+ 24.81% |
$659K - $682K
|
75K
$3.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
14.8KNew |
$654K - $677K
|
14.8K
$663K
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
14.7K+ 11.47% |
$648K - $672K
|
143K
$6.39M
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
14.1K+ 4.43% |
$621K - $643K
|
331K
$14.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
13.4K+ 10.07% |
$592K - $614K
|
147K
$6.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12.5K+ 3.19% |
$552K - $572K
|
404K
$18.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.2K+ 29.37% |
$538K - $557K
|
53.6K
$2.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
12.1K+ 19.71% |
$533K - $552K
|
73.3K
$3.28M
|