Purchases and Sales Made in Q3 2024 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
51K+ 20.96% |
$2.29M - $2.43M
|
294K
$13.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
48.2K+ 8.59% |
$2.16M - $2.29M
|
609K
$27.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
46.4K+ 24.94% |
$2.08M - $2.21M
|
232K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45K+ 28.87% |
$2.02M - $2.14M
|
201K
$9M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
44.7KNew |
$2.01M - $2.13M
|
44.7K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
41.9K+ 62.92% |
$1.88M - $1.99M
|
109K
$4.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
41.8K+ 3.01% |
$1.88M - $1.99M
|
1.43M
$64M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
40.7K+ 140.11% |
$1.83M - $1.94M
|
69.8K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
39.7KNew |
$1.78M - $1.89M
|
39.7K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
37.3K+ 13.13% |
$1.67M - $1.77M
|
321K
$14.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
37K+ 23.41% |
$1.66M - $1.76M
|
195K
$8.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
36.8K+ 45.94% |
$1.65M - $1.75M
|
117K
$5.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
36.6KNew |
$1.64M - $1.74M
|
36.6K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
34.4K+ 3.15% |
$1.54M - $1.63M
|
1.13M
$50.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
34.1KNew |
$1.53M - $1.62M
|
34.1K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
34K+ 4.03% |
$1.53M - $1.62M
|
878K
$39.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
33.7K+ 122.88% |
$1.51M - $1.6M
|
61.1K
$2.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
32.4K+ 0.85% |
$1.46M - $1.54M
|
3.84M
$172M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
30.8K+ 5.68% |
$1.38M - $1.46M
|
574K
$25.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30.5K+ 32.31% |
$1.37M - $1.45M
|
125K
$5.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30K+ 3.82% |
$1.35M - $1.43M
|
817K
$36.6M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
29.6K+ 39.49% |
$1.33M - $1.41M
|
105K
$4.69M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
29.5K+ 14.8% |
$1.32M - $1.4M
|
229K
$10.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
29.4KNew |
$1.32M - $1.4M
|
29.4K
$1.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
28.1K+ 5.64% |
$1.26M - $1.34M
|
527K
$23.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
26.2K+ 11.22% |
$1.18M - $1.24M
|
260K
$11.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
25.7K+ 17.14% |
$1.15M - $1.22M
|
175K
$7.85M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
24.9K+ 14.89% |
$1.12M - $1.19M
|
192K
$8.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
24.6K+ 16.78% |
$1.1M - $1.17M
|
171K
$7.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.1K+ 7.99% |
$1.08M - $1.15M
|
326K
$14.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
23.6K+ 43.58% |
$1.06M - $1.12M
|
77.7K
$3.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
23.2K+ 30.71% |
$1.04M - $1.1M
|
98.6K
$4.42M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23K+ 3.39% |
$1.03M - $1.1M
|
703K
$31.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
22.8K+ 2.14% |
$1.03M - $1.09M
|
1.09M
$48.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
22.2K+ 1.02% |
$998K - $1.06M
|
2.2M
$98.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
22.1K+ 9.15% |
$994K - $1.05M
|
264K
$11.8M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
20.8K+ 266.28% |
$935K - $991K
|
28.7K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20.4K+ 5.04% |
$915K - $969K
|
425K
$19M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
20.4K+ 1.54% |
$914K - $968K
|
1.34M
$59.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
19.2KNew |
$864K - $915K
|
19.2K
$861K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
18.7KNew |
$839K - $889K
|
18.7K
$837K
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
18.3KNew |
$823K - $872K
|
18.3K
$821K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
18.1K+ 6.12% |
$814K - $862K
|
314K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
17.7K+ 10.56% |
$796K - $843K
|
186K
$8.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
17.4K+ 5.57% |
$780K - $826K
|
329K
$14.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
17.1K+ 3.19% |
$766K - $812K
|
552K
$24.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16.6K+ 680.61% |
$747K - $791K
|
19.1K
$854K
|
|
|
Oct 24, 2024
Q3 2024
|
Lincoln National Corp
|
BUY
|
- |
16.4K+ 0.5% |
$736K - $780K
|
3.27M
$146M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.2KNew |
$729K - $772K
|
16.2K
$727K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
15.7K+ 37.14% |
$707K - $748K
|
58.1K
$2.6M
|