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 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-877- 5.79% |
$39.4K - $41.7K
|
14.3K
$638K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-920- 26.1% |
$41.3K - $43.7K
|
2.61K
$117K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-930- 28.5% |
$41.8K - $44.2K
|
2.33K
$104K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-950- 48.03% |
$42.7K - $45.2K
|
1.03K
$46K
|
|
|
Nov 06, 2024
Q3 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-1.02K- 2.24% |
$45.8K - $48.5K
|
44.6K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.04K- 25.29% |
$46.7K - $49.5K
|
3.07K
$138K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.09K- 74.4% |
$48.9K - $51.8K
|
375
$16.8K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.14K- 17.0% |
$51.1K - $54.1K
|
5.56K
$249K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 19.4% |
$52.8K - $56K
|
4.89K
$219K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.23K- 8.05% |
$55.2K - $58.5K
|
14.1K
$629K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.26K- 10.2% |
$56.7K - $60K
|
11.1K
$497K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.29K- 11.11% |
$57.7K - $61.1K
|
10.3K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.3K- 1.98% |
$58.1K - $61.6K
|
64.2K
$2.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.3K- 6.73% |
$58.3K - $61.7K
|
18K
$806K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.3K- 2.61% |
$58.5K - $62K
|
48.6K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.34K- 15.31% |
$60.1K - $63.6K
|
7.4K
$331K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.35K- 0.91% |
$60.5K - $64.1K
|
146K
$6.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.43K- 7.18% |
$64K - $67.8K
|
18.4K
$826K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-1.45K- 19.13% |
$65.1K - $69K
|
6.13K
$275K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.54K- 16.96% |
$69.1K - $73.2K
|
7.53K
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.59K- 5.26% |
$71.2K - $75.4K
|
28.6K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.59K- 1.06% |
$71.5K - $75.7K
|
148K
$6.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.62K- 8.87% |
$72.9K - $77.2K
|
16.7K
$747K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.63K- 78.49% |
$73.2K - $77.6K
|
447
$20K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.65K- 4.85% |
$74K - $78.4K
|
32.3K
$1.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.65K- 84.84% |
$74.1K - $78.5K
|
295
$13.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.73K- 48.77% |
$77.8K - $82.4K
|
1.82K
$81.4K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.75K- 15.01% |
$78.7K - $83.4K
|
9.92K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.86K- 4.71% |
$83.6K - $88.6K
|
37.7K
$1.69M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.88K- 20.07% |
$84.4K - $89.4K
|
7.49K
$335K
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.92K- 9.82% |
$86.1K - $91.2K
|
17.6K
$788K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.94K- 41.17% |
$87.2K - $92.4K
|
2.78K
$124K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-2.16K- 1.13% |
$96.9K - $103K
|
189K
$8.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-2.17K- 1.84% |
$97.3K - $103K
|
116K
$5.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.17K- 2.67% |
$97.6K - $103K
|
79.1K
$3.54M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-2.31K- 88.54% |
$104K - $110K
|
299
$13.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-2.34K- 28.22% |
$105K - $111K
|
5.95K
$266K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.62K- 9.16% |
$118K - $124K
|
26K
$1.16M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.79K- 4.91% |
$125K - $133K
|
54.1K
$2.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.85K- 18.08% |
$128K - $136K
|
12.9K
$579K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.91K- 5.38% |
$131K - $138K
|
51.2K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.96K- 6.98% |
$133K - $141K
|
39.4K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.96K- 6.58% |
$133K - $141K
|
42.1K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.19K- 15.91% |
$143K - $152K
|
16.9K
$756K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-3.2K- 6.66% |
$144K - $152K
|
44.8K
$2.01M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.31K- 0.72% |
$149K - $157K
|
455K
$20.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-3.35K- 1.33% |
$151K - $159K
|
249K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.57K- 63.32% |
$160K - $170K
|
2.07K
$92.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.58K- 97.79% |
$161K - $170K
|
81
$3.63K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-3.67K- 3.89% |
$165K - $174K
|
90.4K
$4.05M
|