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 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-121- 1.67% |
$5.47K - $5.71K
|
7.11K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-139- 1.41% |
$6.28K - $6.56K
|
9.73K
$450K
|
|
|
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
$77.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-149- 0.61% |
$6.73K - $7.04K
|
24.2K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-167- 3.3% |
$7.54K - $7.89K
|
4.9K
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-180- 1.47% |
$8.13K - $8.5K
|
12K
$557K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-182- 0.48% |
$8.22K - $8.6K
|
37.5K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-190- 42.51% |
$8.58K - $8.97K
|
257
$11.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-212- 93.39% |
$9.58K - $10K
|
15
$694
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-236- 4.58% |
$10.7K - $11.1K
|
4.91K
$227K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-237- 2.41% |
$10.7K - $11.2K
|
9.6K
$444K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-240- 4.07% |
$10.8K - $11.3K
|
5.66K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-251- 3.04% |
$11.3K - $11.9K
|
8.01K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-251- 0.43% |
$11.3K - $11.9K
|
57.5K
$2.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-293- 10.09% |
$13.2K - $13.8K
|
2.61K
$121K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-300- 5.43% |
$13.6K - $14.2K
|
5.22K
$242K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-345- 4.79% |
$15.6K - $16.3K
|
6.86K
$317K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-351- 82.39% |
$15.9K - $16.6K
|
75
$3.47K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-385- 2.64% |
$17.4K - $18.2K
|
14.2K
$656K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-400- 8.17% |
$18.1K - $18.9K
|
4.49K
$208K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-436- 6.2% |
$19.7K - $20.6K
|
6.59K
$305K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-437- 7.45% |
$19.7K - $20.6K
|
5.43K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-499- 8.78% |
$22.5K - $23.6K
|
5.18K
$240K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-506- 19.42% |
$22.9K - $23.9K
|
2.1K
$97.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-511- 18.41% |
$23.1K - $24.1K
|
2.27K
$105K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-518- 1.99% |
$23.4K - $24.5K
|
25.5K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-519- 93.18% |
$23.4K - $24.5K
|
38
$1.76K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-528- 2.5% |
$23.8K - $24.9K
|
20.6K
$952K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-644- 0.72% |
$29.1K - $30.4K
|
88.7K
$4.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-654- 9.49% |
$29.5K - $30.9K
|
6.24K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-707- 9.8% |
$31.9K - $33.4K
|
6.5K
$301K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-717- 39.7% |
$32.4K - $33.9K
|
1.09K
$50.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-738- 1.73% |
$33.3K - $34.9K
|
42K
$1.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-744- 0.16% |
$33.6K - $35.1K
|
470K
$21.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-786- 4.66% |
$35.5K - $37.1K
|
16.1K
$745K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-803- 6.64% |
$36.3K - $37.9K
|
11.3K
$522K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-813- 38.03% |
$36.7K - $38.4K
|
1.33K
$61.3K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
SELL
|
- |
-930- 3.3% |
$42K - $43.9K
|
27.3K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-983- 3.26% |
$44.4K - $46.4K
|
29.1K
$1.35M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-984- 6.41% |
$44.4K - $46.5K
|
14.4K
$665K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-1.01K- 68.2% |
$45.5K - $47.6K
|
470
$21.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.02K- 11.37% |
$46.3K - $48.4K
|
7.98K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.05K- 13.44% |
$47.6K - $49.7K
|
6.78K
$314K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.08K- 89.99% |
$48.7K - $51K
|
120
$5.55K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.11K- 7.01% |
$50.3K - $52.6K
|
14.8K
$683K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.18K- 1.35% |
$53.4K - $55.8K
|
86.1K
$3.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-1.23K- 7.06% |
$55.4K - $57.9K
|
16.2K
$747K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.3K- 2.26% |
$58.5K - $61.2K
|
56.1K
$2.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.34K- 2.01% |
$60.7K - $63.4K
|
65.4K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.37K- 5.84% |
$62.1K - $64.9K
|
22.2K
$1.03M
|