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 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 0.55% |
$361 - $378
|
1.46K
$66.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
8New |
$361 - $378
|
8
$364
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 1.34% |
$181 - $189
|
303
$13.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4+ 0.02% |
$181 - $189
|
18.7K
$852K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 1.0% |
$45.2 - $47.2
|
101
$4.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$45.2 - $47.2
|
31.2K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.64% |
$45.2 - $47.2
|
158
$7.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-5- 0.08% |
$226 - $236
|
6.61K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-15- 0.17% |
$678 - $708
|
8.66K
$395K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-17- 0.12% |
$768 - $803
|
14.2K
$648K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-19- 0.41% |
$858 - $897
|
4.62K
$210K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20- 0.11% |
$903 - $945
|
19K
$866K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-25- 6.46% |
$1.13K - $1.18K
|
362
$16.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-33- 2.19% |
$1.49K - $1.56K
|
1.48K
$67.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-35- 83.33% |
$1.58K - $1.65K
|
7
$319
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-60- 1.56% |
$2.71K - $2.83K
|
3.78K
$172K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-88- 0.6% |
$3.97K - $4.16K
|
14.5K
$660K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-140- 7.7% |
$6.32K - $6.61K
|
1.68K
$76.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-149- 0.61% |
$6.73K - $7.04K
|
24.2K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-167- 3.3% |
$7.54K - $7.89K
|
4.9K
$223K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-180- 1.47% |
$8.13K - $8.5K
|
12K
$548K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-236- 4.58% |
$10.7K - $11.1K
|
4.91K
$224K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-237- 2.41% |
$10.7K - $11.2K
|
9.6K
$437K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-240- 4.07% |
$10.8K - $11.3K
|
5.66K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-293- 10.09% |
$13.2K - $13.8K
|
2.61K
$119K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-351- 82.39% |
$15.9K - $16.6K
|
75
$3.42K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-385- 2.64% |
$17.4K - $18.2K
|
14.2K
$646K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-400- 8.17% |
$18.1K - $18.9K
|
4.49K
$205K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-436- 6.2% |
$19.7K - $20.6K
|
6.59K
$300K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-437- 7.45% |
$19.7K - $20.6K
|
5.43K
$247K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-499- 8.78% |
$22.5K - $23.6K
|
5.18K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-511- 18.41% |
$23.1K - $24.1K
|
2.27K
$103K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-518- 1.99% |
$23.4K - $24.5K
|
25.5K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-654- 9.49% |
$29.5K - $30.9K
|
6.24K
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-707- 9.8% |
$31.9K - $33.4K
|
6.5K
$296K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-717- 39.7% |
$32.4K - $33.9K
|
1.09K
$49.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-744- 0.16% |
$33.6K - $35.1K
|
470K
$21.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-803- 6.64% |
$36.3K - $37.9K
|
11.3K
$514K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
SELL
|
- |
-930- 3.3% |
$42K - $43.9K
|
27.3K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-983- 3.26% |
$44.4K - $46.4K
|
29.1K
$1.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-984- 6.41% |
$44.4K - $46.5K
|
14.4K
$654K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-1.01K- 68.2% |
$45.5K - $47.6K
|
470
$21.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.02K- 11.37% |
$46.3K - $48.4K
|
7.98K
$364K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.11K- 7.01% |
$50.3K - $52.6K
|
14.8K
$672K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.18K- 1.35% |
$53.4K - $55.8K
|
86.1K
$3.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-1.23K- 7.06% |
$55.4K - $57.9K
|
16.2K
$736K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.34K- 2.01% |
$60.7K - $63.4K
|
65.4K
$2.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.57K- 20.99% |
$71K - $74.2K
|
5.92K
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.62K- 14.93% |
$73.1K - $76.5K
|
9.22K
$420K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.67K- 30.74% |
$75.3K - $78.8K
|
3.76K
$171K
|