Purchases and Sales Made in Q4 2024 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.41MNew |
$199M - $208M
|
4.41M
$201M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.1MNew |
$140M - $146M
|
3.1M
$141M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.56MNew |
$116M - $121M
|
2.56M
$117M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
615KNew |
$27.8M - $29.1M
|
615K
$28M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
490K+ 63.05% |
$22.1M - $23.1M
|
1.27M
$57.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
474K+ 6.2% |
$21.4M - $22.4M
|
8.12M
$370M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
237KNew |
$10.7M - $11.2M
|
237K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Lincoln National Corp
|
BUY
|
- |
189K+ 5.78% |
$8.54M - $8.93M
|
3.46M
$157M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
136KNew |
$6.16M - $6.44M
|
136K
$6.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
135K+ 33.09% |
$6.09M - $6.37M
|
543K
$24.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
135K+ 19.14% |
$6.08M - $6.36M
|
838K
$38.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
133KNew |
$6.01M - $6.28M
|
133K
$6.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
127K+ 19.53% |
$5.72M - $5.99M
|
776K
$35.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
125K+ 172.5% |
$5.67M - $5.92M
|
198K
$9.03M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
106KNew |
$4.8M - $5.02M
|
106K
$4.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
100K+ 4.56% |
$4.52M - $4.73M
|
2.3M
$105M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
86.6KNew |
$3.91M - $4.09M
|
86.6K
$3.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
82.2K+ 14.89% |
$3.72M - $3.88M
|
635K
$28.9M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
80.3K+ 7.81% |
$3.63M - $3.79M
|
1.11M
$50.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
74.7K+ 71.22% |
$3.37M - $3.53M
|
179K
$8.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
72.3KNew |
$3.27M - $3.42M
|
72.3K
$3.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
68.3K+ 205.35% |
$3.08M - $3.22M
|
102K
$4.62M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
64.4K+ 24.18% |
$2.91M - $3.04M
|
331K
$15.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
57.9K+ 5.8% |
$2.61M - $2.73M
|
1.06M
$48.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
56.5K+ 37.12% |
$2.55M - $2.67M
|
209K
$9.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
53.1KNew |
$2.4M - $2.51M
|
53.1K
$2.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
50KNew |
$2.26M - $2.36M
|
50K
$2.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
50K+ 304.14% |
$2.26M - $2.36M
|
66.4K
$3.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
49.8KNew |
$2.25M - $2.35M
|
49.8K
$2.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
47KNew |
$2.12M - $2.22M
|
47K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
46.6KNew |
$2.1M - $2.2M
|
46.6K
$2.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
46.5K+ 14.14% |
$2.1M - $2.2M
|
375K
$17.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
44.7K+ 248.44% |
$2.02M - $2.11M
|
62.7K
$2.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
43.9K+ 102.88% |
$1.98M - $2.07M
|
86.6K
$3.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
42.2K+ 14.33% |
$1.91M - $1.99M
|
337K
$15.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
41.8K+ 28.09% |
$1.89M - $1.97M
|
191K
$8.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
36.4K+ 70.12% |
$1.64M - $1.72M
|
88.2K
$4.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
36.2K+ 2.32% |
$1.64M - $1.71M
|
1.6M
$72.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
35.7K+ 151.53% |
$1.61M - $1.69M
|
59.3K
$2.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
34.4KNew |
$1.56M - $1.63M
|
34.4K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
34.3KNew |
$1.55M - $1.62M
|
34.3K
$1.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
33.5K+ 19.14% |
$1.51M - $1.58M
|
209K
$9.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
30.2K+ 5.74% |
$1.36M - $1.43M
|
557K
$25.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.9K+ 6.48% |
$1.31M - $1.37M
|
475K
$21.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
28.1KNew |
$1.27M - $1.33M
|
28.1K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
26.6K+ 34.12% |
$1.2M - $1.26M
|
105K
$4.77M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
25.9K+ 5.7% |
$1.17M - $1.22M
|
481K
$21.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
25.5K+ 51.27% |
$1.15M - $1.21M
|
75.4K
$3.43M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
25.1K+ 489.25% |
$1.14M - $1.19M
|
30.3K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
23.4K+ 6.9% |
$1.05M - $1.1M
|
362K
$16.5M
|