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 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-26- 29.21% |
$1.17K - $1.24K
|
63
$2.82K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-33- 0.65% |
$1.48K - $1.57K
|
5.04K
$226K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-35- 7.0% |
$1.57K - $1.66K
|
465
$20.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-40- 0.04% |
$1.8K - $1.9K
|
89.4K
$4M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-40- 0.17% |
$1.8K - $1.9K
|
23.6K
$1.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-43- 1.94% |
$1.93K - $2.04K
|
2.18K
$97.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-47- 59.49% |
$2.11K - $2.23K
|
32
$1.43K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-63- 0.58% |
$2.83K - $3K
|
10.8K
$484K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-67- 26.17% |
$3.01K - $3.19K
|
189
$8.46K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-85- 0.79% |
$3.82K - $4.04K
|
10.7K
$479K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-91- 0.17% |
$4.09K - $4.33K
|
53K
$2.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-97- 0.34% |
$4.36K - $4.61K
|
28.2K
$1.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-110- 0.49% |
$4.94K - $5.23K
|
22.5K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-110- 1.96% |
$4.94K - $5.23K
|
5.49K
$246K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-119- 58.05% |
$5.34K - $5.66K
|
86
$3.85K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-152- 0.61% |
$6.82K - $7.23K
|
24.9K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-158- 3.3% |
$7.09K - $7.51K
|
4.64K
$208K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-161- 2.01% |
$7.23K - $7.66K
|
7.86K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-198- 1.98% |
$8.89K - $9.41K
|
9.79K
$438K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-200- 3.28% |
$8.98K - $9.51K
|
5.9K
$264K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-205- 23.35% |
$9.2K - $9.75K
|
673
$30.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-224Closed |
$10.1K - $10.7K
|
0
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-227- 3.69% |
$10.2K - $10.8K
|
5.93K
$265K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-258- 1.74% |
$11.6K - $12.3K
|
14.6K
$653K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-286- 8.0% |
$12.8K - $13.6K
|
3.29K
$147K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-307- 4.7% |
$13.8K - $14.6K
|
6.23K
$279K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-334- 3.69% |
$15K - $15.9K
|
8.71K
$390K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-334- 4.9% |
$15K - $15.9K
|
6.49K
$291K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-383- 91.41% |
$17.2K - $18.2K
|
36
$1.61K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-409- 48.57% |
$18.4K - $19.4K
|
433
$19.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-419- 0.66% |
$18.8K - $19.9K
|
62.9K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-429- 7.18% |
$19.3K - $20.4K
|
5.55K
$248K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-452- 7.66% |
$20.3K - $21.5K
|
5.45K
$244K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-452- 7.16% |
$20.3K - $21.5K
|
5.86K
$262K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-507- 0.87% |
$22.8K - $24.1K
|
57.7K
$2.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-542- 1.69% |
$24.3K - $25.8K
|
31.6K
$1.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-608- 1.16% |
$27.3K - $28.9K
|
51.8K
$2.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-613- 48.92% |
$27.5K - $29.1K
|
640
$28.7K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-620- 2.15% |
$27.8K - $29.5K
|
28.2K
$1.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-662- 6.96% |
$29.7K - $31.5K
|
8.85K
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-682- 1.45% |
$30.6K - $32.4K
|
46.4K
$2.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-718- 0.93% |
$32.2K - $34.1K
|
76.4K
$3.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-730- 2.32% |
$32.8K - $34.7K
|
30.8K
$1.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-735- 1.1% |
$33K - $34.9K
|
65.8K
$2.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-765- 14.73% |
$34.3K - $36.4K
|
4.43K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-772- 7.47% |
$34.7K - $36.7K
|
9.57K
$428K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-783- 11.46% |
$35.2K - $37.2K
|
6.05K
$271K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-794- 0.56% |
$35.7K - $37.8K
|
142K
$6.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-800- 10.05% |
$35.9K - $38K
|
7.16K
$321K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-850- 10.79% |
$38.2K - $40.4K
|
7.03K
$315K
|