Websterrogers Financial Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History

Websterrogers Financial Advisors, LLC

  • $327 Million
  • Q3 2025

A detailed history of Websterrogers Financial Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 278,526 shares of VMBS stock, worth $13.1 Million. This represents 4.0% of its overall portfolio holdings.

Number of Shares
278,526
Previous 259,960 7.14%
Holding current value
$13.1 Million
Previous $12 Million 8.58%
% of portfolio
4.0%
Previous 3.9%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025
BUY
$45.72 - $47.27 $848,837 - $877,614
18,566 Added 7.14%
278,526 $13.1 Million
Q2 2025

Jul 10, 2025
SELL
$45.2 - $46.6 $3,254 - $3,355
-72 Reduced 0.03%
259,960 $12 Million
Q1 2025

Apr 09, 2025
BUY
$44.68 - $46.49 $2.76 Million - $2.87 Million
61,764 Added 31.15%
260,032 $12 Million
Q4 2024

Jan 14, 2025
BUY
$45.17 - $47.23 $132,664 - $138,714
2,937 Added 1.5%
198,268 $8.99 Million
Q3 2024

Oct 15, 2024
SELL
$44.9 - $47.55 $520,660 - $551,389
-11,596 Reduced 5.6%
195,331 $9.22 Million
Q2 2024

Jul 12, 2024
BUY
$44.15 - $45.75 $450,020 - $466,329
10,193 Added 5.18%
206,927 $9.39 Million
Q1 2024

May 14, 2024
BUY
$44.98 - $46.29 $538,545 - $554,230
11,973 Added 6.48%
196,734 $8.97 Million
Q4 2023

Feb 14, 2024
BUY
$42.3 - $46.59 $6.47 Million - $7.13 Million
152,983 Added 481.41%
184,761 $8.57 Million
Q3 2023

Nov 01, 2023
BUY
$43.61 - $46.21 $98,471 - $104,342
2,258 Added 7.65%
31,778 $1.39 Million
Q2 2023

Jul 26, 2023
SELL
$45.49 - $47.04 $76,013 - $78,603
-1,671 Reduced 5.36%
29,520 $1.36 Million
Q1 2023

May 03, 2023
SELL
$45.14 - $47.41 $520,509 - $546,684
-11,531 Reduced 26.99%
31,191 $1.45 Million
Q4 2022

Feb 06, 2023
BUY
$43.58 - $46.9 $80,317 - $86,436
1,843 Added 4.51%
42,722 $1.94 Million
Q3 2022

Oct 26, 2022
BUY
$44.41 - $49.27 $1.82 Million - $2.01 Million
40,879 New
40,879 $1.84 Million
Q1 2022

Apr 14, 2022
SELL
$49.53 - $52.66 $1.52 Million - $1.62 Million
-30,735 Closed
0 $0
Q1 2021

May 07, 2021
BUY
$53.31 - $54.16 $53 - $54
1 Added 0.0%
30,735 $1.64 Million
Q4 2020

Feb 11, 2021
BUY
$53.96 - $54.25 $1.66 Million - $1.67 Million
30,734 New
30,734 $1.66 Million

Others Institutions Holding VMBS

# of Institutions
709
Shares Held
287M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD MORTG-BACKED SEC ETF

VMBS Quotes by TradingView
  • Ticker VMBS
  • Sector ETFs
  • Industry ETFs
More about VMBS
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