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 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
5.48K+ 63.68% |
$246K - $260K
|
14.1K
$630K
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
5.45KNew |
$245K - $259K
|
5.45K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.45KNew |
$245K - $259K
|
5.45K
$244K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.41K+ 86.63% |
$243K - $257K
|
11.6K
$521K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.31KNew |
$239K - $253K
|
5.31K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.15KNew |
$231K - $245K
|
5.15K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.15KNew |
$231K - $245K
|
5.15K
$231K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.14KNew |
$231K - $244K
|
5.14K
$230K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.04KNew |
$226K - $240K
|
5.04K
$226K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
5K+ 4.73% |
$225K - $238K
|
111K
$4.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.83K+ 11.13% |
$217K - $230K
|
48.3K
$2.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.83KNew |
$217K - $230K
|
4.83K
$216K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.82K+ 12.26% |
$216K - $229K
|
44.1K
$1.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
4.79K+ 2.91% |
$215K - $228K
|
169K
$7.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.78KNew |
$215K - $227K
|
4.78K
$214K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.78KNew |
$215K - $227K
|
4.78K
$214K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
4.68K+ 12.08% |
$210K - $222K
|
43.4K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.6KNew |
$207K - $219K
|
4.6K
$206K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
4.53KNew |
$203K - $215K
|
4.53K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.52K+ 14.32% |
$203K - $215K
|
36.1K
$1.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
4.51K+ 2.21% |
$203K - $215K
|
209K
$9.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.51K+ 5.73% |
$202K - $214K
|
83.1K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
4.47KNew |
$200K - $212K
|
4.47K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4.45KNew |
$200K - $211K
|
4.45K
$199K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.39KNew |
$197K - $209K
|
4.39K
$196K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.34KNew |
$195K - $206K
|
4.34K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
4.32K+ 2.74% |
$194K - $206K
|
162K
$7.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
4.28KNew |
$192K - $204K
|
4.28K
$192K
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
4.17K+ 4.28% |
$187K - $198K
|
101K
$4.54M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
4.09K+ 5.26% |
$184K - $194K
|
81.8K
$3.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.05K+ 0.52% |
$182K - $193K
|
779K
$34.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
4.05K+ 23.76% |
$182K - $193K
|
21.1K
$945K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.99K+ 12.15% |
$179K - $190K
|
36.9K
$1.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.83K+ 56.07% |
$172K - $182K
|
10.7K
$477K
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
3.78K+ 1.23% |
$169K - $180K
|
311K
$13.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.77K+ 3.3% |
$169K - $179K
|
118K
$5.27M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.67K+ 6.51% |
$165K - $175K
|
60K
$2.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
3.63K+ 1.16% |
$163K - $172K
|
315K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.62K+ 2.16% |
$162K - $172K
|
171K
$7.65M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.55K+ 2.21% |
$159K - $169K
|
164K
$7.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.48K+ 17.71% |
$156K - $166K
|
23.2K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.37K+ 50.96% |
$151K - $160K
|
9.98K
$447K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
3.31K+ 30.31% |
$149K - $157K
|
14.2K
$637K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.22K+ 6.38% |
$144K - $153K
|
53.6K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
3.11K+ 3.56% |
$140K - $148K
|
90.5K
$4.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.98K+ 23.07% |
$134K - $141K
|
15.9K
$711K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
2.89K+ 2.26% |
$130K - $138K
|
131K
$5.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.85K+ 0.64% |
$128K - $135K
|
446K
$20M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.83K+ 4.42% |
$127K - $134K
|
66.7K
$2.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.78K+ 0.86% |
$125K - $132K
|
326K
$14.6M
|