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 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
127New |
$5.7K - $6.04K
|
127
$5.69K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
117+ 1063.64% |
$5.25K - $5.56K
|
128
$5.73K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
116+ 1.13% |
$5.21K - $5.52K
|
10.4K
$466K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
112+ 3.0% |
$5.03K - $5.33K
|
3.84K
$172K
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
109+ 0.28% |
$4.89K - $5.18K
|
38.9K
$1.74M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
104+ 1.04% |
$4.67K - $4.95K
|
10.1K
$454K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
98+ 23.22% |
$4.4K - $4.66K
|
520
$23.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
95+ 10.93% |
$4.27K - $4.52K
|
964
$43.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
92+ 0.07% |
$4.13K - $4.37K
|
129K
$5.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
89New |
$4K - $4.23K
|
89
$3.98K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
89New |
$4K - $4.23K
|
89
$3.98K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
89New |
$4K - $4.23K
|
89
$3.98K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
88+ 1.39% |
$3.95K - $4.18K
|
6.43K
$288K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
69+ 21.7% |
$3.1K - $3.28K
|
387
$17.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
67+ 0.82% |
$3.01K - $3.19K
|
8.26K
$370K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
67+ 7.31% |
$3.01K - $3.19K
|
984
$44.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
64+ 0.98% |
$2.87K - $3.04K
|
6.59K
$295K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
63New |
$2.83K - $3K
|
63
$2.82K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
63+ 27.88% |
$2.83K - $3K
|
289
$12.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
63+ 1.06% |
$2.83K - $3K
|
6.02K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
56+ 0.67% |
$2.51K - $2.66K
|
8.4K
$376K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
50+ 24.27% |
$2.25K - $2.38K
|
256
$11.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
49+ 0.84% |
$2.2K - $2.33K
|
5.88K
$263K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
38New |
$1.71K - $1.81K
|
38
$1.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
37New |
$1.66K - $1.76K
|
37
$1.66K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
32+ 0.33% |
$1.44K - $1.52K
|
9.85K
$441K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
27+ 0.42% |
$1.21K - $1.28K
|
6.4K
$286K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
27+ 1.21% |
$1.21K - $1.28K
|
2.26K
$101K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
25+ 0.71% |
$1.12K - $1.19K
|
3.54K
$159K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25+ 0.22% |
$1.12K - $1.19K
|
11.6K
$517K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
24+ 0.03% |
$1.08K - $1.14K
|
93.8K
$4.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
22+ 275.0% |
$988 - $1.05K
|
30
$1.34K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
20New |
$898 - $951
|
20
$895
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19+ 0.13% |
$853 - $903
|
14.7K
$660K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13+ 0.87% |
$584 - $618
|
1.51K
$67.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
10+ 0.01% |
$449 - $476
|
78.4K
$3.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
7New |
$314 - $333
|
7
$313
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7New |
$314 - $333
|
7
$313
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6+ 0.05% |
$269 - $285
|
12.1K
$541K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2+ 18.18% |
$89.8 - $95.1
|
13
$582
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 2.44% |
$44.9 - $47.6
|
42
$1.88K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 1.01% |
$44.9 - $47.6
|
100
$4.48K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
1+ 0.01% |
$44.9 - $47.6
|
8.93K
$400K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 1.01% |
$44.9 - $47.6
|
100
$4.48K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.08% |
$44.9 - $47.6
|
1.2K
$53.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1Closed |
$44.9 - $47.6
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2- 0.45% |
$89.8 - $95.1
|
445
$19.9K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-6- 21.43% |
$269 - $285
|
22
$985
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-9- 0.2% |
$404 - $428
|
4.59K
$206K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-15- 7.35% |
$674 - $713
|
189
$8.46K
|