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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
15.7K+ 54.48% |
$706K - $748K
|
44.6K
$2M
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
15.3K+ 10.32% |
$689K - $730K
|
164K
$7.35M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
15.3K+ 22.91% |
$687K - $728K
|
82.1K
$3.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
15.2K+ 9.08% |
$683K - $724K
|
183K
$8.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
14.4K+ 170.64% |
$645K - $684K
|
22.8K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
13.7K+ 10.83% |
$614K - $651K
|
140K
$6.27M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12.9K+ 7.62% |
$580K - $615K
|
182K
$8.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.7KNew |
$571K - $604K
|
12.7K
$569K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
12.7K+ 9.33% |
$570K - $604K
|
149K
$6.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
12.6K+ 9.48% |
$565K - $598K
|
145K
$6.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.4K+ 33.14% |
$557K - $590K
|
49.8K
$2.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12.1K+ 3.07% |
$545K - $578K
|
408K
$18.3M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
11.9KNew |
$536K - $568K
|
11.9K
$535K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
11.4K+ 5.02% |
$511K - $541K
|
238K
$10.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.7K+ 32.12% |
$482K - $510K
|
44.2K
$1.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
10.6KNew |
$476K - $504K
|
10.6K
$474K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.4KNew |
$467K - $495K
|
10.4K
$466K
|
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
10.4K+ 5.41% |
$465K - $492K
|
202K
$9.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
10.1K+ 3.32% |
$453K - $480K
|
314K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
10K+ 85.21% |
$450K - $476K
|
21.8K
$975K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
9.95K+ 3.88% |
$447K - $473K
|
267K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.87KNew |
$443K - $469K
|
9.87K
$442K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.71K+ 48.76% |
$436K - $462K
|
29.6K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
9.57K+ 3.16% |
$430K - $455K
|
312K
$14M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
9.31K+ 78.05% |
$418K - $443K
|
21.2K
$951K
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9.29K+ 5.4% |
$417K - $442K
|
181K
$8.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.1K+ 4.46% |
$409K - $433K
|
213K
$9.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
9KNew |
$404K - $428K
|
9K
$403K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
8.8K+ 8.29% |
$395K - $418K
|
115K
$5.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
8.76K+ 22.71% |
$393K - $416K
|
47.3K
$2.12M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
7.9KNew |
$355K - $376K
|
7.9K
$354K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.84K+ 9.87% |
$352K - $373K
|
87.3K
$3.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7.73K+ 16.78% |
$347K - $368K
|
53.8K
$2.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
7.73K+ 10.55% |
$347K - $367K
|
81K
$3.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7.51KNew |
$337K - $357K
|
7.51K
$336K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.42K+ 21.18% |
$333K - $353K
|
42.4K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
7.17K+ 52.3% |
$322K - $341K
|
20.9K
$935K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.03K+ 5.31% |
$316K - $334K
|
140K
$6.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
6.85KNew |
$308K - $326K
|
6.85K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.82K+ 131.29% |
$306K - $324K
|
12K
$538K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.75KNew |
$303K - $321K
|
6.75K
$302K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6.72K+ 2.08% |
$302K - $319K
|
329K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.69KNew |
$301K - $318K
|
6.69K
$300K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.32K+ 26.55% |
$284K - $301K
|
30.1K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.31K+ 28.84% |
$283K - $300K
|
28.2K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.18KNew |
$277K - $294K
|
6.18K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.98KNew |
$268K - $284K
|
5.98K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
5.74KNew |
$258K - $273K
|
5.74K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
5.58K+ 18.85% |
$251K - $265K
|
35.2K
$1.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.55K+ 3.48% |
$249K - $264K
|
165K
$7.37M
|