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
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
776+ 1.0% |
$34.8K - $36.9K
|
78.7K
$3.52M
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
771+ 0.99% |
$34.6K - $36.7K
|
79K
$3.54M
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
736New |
$33K - $35K
|
736
$33K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
734+ 531.88% |
$33K - $34.9K
|
872
$39K
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
708+ 7.32% |
$31.8K - $33.7K
|
10.4K
$465K
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
700+ 13.59% |
$31.4K - $33.3K
|
5.85K
$262K
|
|
Oct 23, 2024
Q3 2024
|
Shayne & Co., LLC
|
BUY
|
- |
630+ 8.12% |
$28.3K - $30K
|
8.39K
$376K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
626+ 14.1% |
$28.1K - $29.8K
|
5.07K
$227K
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
620+ 1.84% |
$27.8K - $29.5K
|
34.4K
$1.54M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
594+ 4.13% |
$26.7K - $28.2K
|
15K
$671K
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
581+ 11.44% |
$26.1K - $27.6K
|
5.66K
$253K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
577+ 9.13% |
$25.9K - $27.4K
|
6.89K
$309K
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
557New |
$25K - $26.5K
|
557
$24.9K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
527+ 7.62% |
$23.7K - $25.1K
|
7.44K
$333K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
493+ 2.42% |
$22.1K - $23.4K
|
20.8K
$932K
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
491+ 20.35% |
$22K - $23.3K
|
2.9K
$130K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
467New |
$21K - $22.2K
|
467
$20.9K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
459+ 34.08% |
$20.6K - $21.8K
|
1.81K
$80.9K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
439+ 1.9% |
$19.7K - $20.9K
|
23.5K
$1.05M
|
|
Oct 23, 2024
Q3 2024
|
Ht Partners LLC
|
BUY
|
- |
439+ 2.59% |
$19.7K - $20.9K
|
17.4K
$778K
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
435+ 9.76% |
$19.5K - $20.7K
|
4.89K
$219K
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
426New |
$19.1K - $20.3K
|
426
$19.1K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
420+ 2.62% |
$18.9K - $20K
|
16.4K
$735K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
403New |
$18.1K - $19.2K
|
403
$18K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
368+ 2.76% |
$16.5K - $17.5K
|
13.7K
$613K
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
363+ 2.78% |
$16.3K - $17.3K
|
13.4K
$602K
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
358+ 5.6% |
$16.1K - $17K
|
6.76K
$302K
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
356+ 7.96% |
$16K - $16.9K
|
4.83K
$216K
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
354+ 0.62% |
$15.9K - $16.8K
|
57.4K
$2.57M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
327+ 4.73% |
$14.7K - $15.5K
|
7.23K
$324K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
309+ 0.66% |
$13.9K - $14.7K
|
47.2K
$2.11M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
297+ 0.17% |
$13.3K - $14.1K
|
175K
$7.84M
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
278New |
$12.5K - $13.2K
|
278
$12.4K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
256New |
$11.5K - $12.2K
|
256
$11.5K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
247+ 0.66% |
$11.1K - $11.7K
|
37.7K
$1.69M
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
246+ 22.0% |
$11K - $11.7K
|
1.36K
$61.1K
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
229+ 0.29% |
$10.3K - $10.9K
|
78.1K
$3.5M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
225New |
$10.1K - $10.7K
|
225
$10.1K
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
209+ 0.5% |
$9.38K - $9.94K
|
41.7K
$1.86M
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
200+ 740.74% |
$8.98K - $9.51K
|
227
$10.2K
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
193+ 0.58% |
$8.67K - $9.18K
|
33.2K
$1.49M
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
191+ 0.75% |
$8.58K - $9.08K
|
25.7K
$1.15M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
189+ 1.77% |
$8.49K - $8.99K
|
10.8K
$485K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
179+ 542.42% |
$8.04K - $8.51K
|
212
$9.49K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
176New |
$7.9K - $8.37K
|
176
$7.88K
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
169+ 1.11% |
$7.59K - $8.04K
|
15.3K
$687K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
165+ 2.21% |
$7.41K - $7.85K
|
7.63K
$341K
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
151+ 1.56% |
$6.78K - $7.18K
|
9.84K
$440K
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
148+ 0.03% |
$6.65K - $7.04K
|
489K
$21.9M
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
137+ 35.04% |
$6.15K - $6.51K
|
528
$23.6K
|