Latest Institutional Transactions on Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information on the latest institutional transactions involving Vanguard Mortg Backed Sec ETF (VMBS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.82K+ 4.42% |
$305K - $317K
|
161K
$7.47M
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.78K- 8.73% |
$79.3K - $82.5K
|
18.6K
$859K
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
11.3K+ 13.12% |
$505K - $525K
|
97.4K
$4.51M
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.17K+ 4.73% |
$97K - $101K
|
48K
$2.22M
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
70+ 1.39% |
$3.13K - $3.25K
|
5.11K
$237K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6.31K+ 13.55% |
$282K - $293K
|
52.9K
$2.45M
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
894+ 1.69% |
$39.9K - $41.6K
|
53.8K
$2.49M
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.59K+ 1.34% |
$116K - $120K
|
196K
$9.08M
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.46K- 6.36% |
$65.3K - $67.9K
|
21.5K
$996K
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-193- 0.77% |
$8.62K - $8.97K
|
24.7K
$1.14M
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-13.2K- 8.92% |
$589K - $613K
|
135K
$6.23M
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.77K- 3.51% |
$79.1K - $82.3K
|
48.6K
$2.25M
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.01K- 0.76% |
$45K - $46.9K
|
132K
$6.11M
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
13.5K+ 2.43% |
$605K - $629K
|
570K
$26.4M
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
61.8K+ 31.15% |
$2.76M - $2.87M
|
260K
$12M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.29K+ 103662.5% |
$371K - $386K
|
8.3K
$384K
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-149- 2.2% |
$6.66K - $6.93K
|
6.61K
$306K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 1.59% |
$134 - $139
|
186
$8.61K
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.54K+ 5.13% |
$68.7K - $71.5K
|
31.5K
$1.46M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
152K+ 40.59% |
$6.81M - $7.09M
|
528K
$24.4M
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
222+ 0.05% |
$9.92K - $10.3K
|
481K
$22.3M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-17.7K- 55.86% |
$790K - $822K
|
14K
$647K
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-65.3K- 82.64% |
$2.92M - $3.03M
|
13.7K
$635K
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1M- 95.02% |
$44.9M - $46.7M
|
52.6K
$2.43M
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.9K+ 3.57% |
$84.7K - $88.1K
|
55K
$2.55M
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-31- 4.17% |
$1.39K - $1.44K
|
713
$33K
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.99K+ 0.62% |
$89.1K - $92.7K
|
326K
$15.1M
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-280- 0.9% |
$12.5K - $13K
|
30.9K
$1.43M
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
8.45K+ 7.35% |
$378K - $393K
|
123K
$5.71M
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-117- 0.81% |
$5.23K - $5.44K
|
14.4K
$665K
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
17.8K+ 5.13% |
$795K - $828K
|
365K
$16.9M
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
3.32K+ 4.32% |
$149K - $155K
|
80.2K
$3.71M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-558- 1.18% |
$24.9K - $25.9K
|
46.8K
$2.17M
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-400- 3.57% |
$17.9K - $18.6K
|
10.8K
$501K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
490+ 37.72% |
$21.9K - $22.8K
|
1.79K
$82.8K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
132+ 0.75% |
$5.9K - $6.14K
|
17.8K
$823K
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-228- 0.67% |
$10.2K - $10.6K
|
34K
$1.57M
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
1.91K+ 2.26% |
$85.3K - $88.8K
|
86.6K
$4.01M
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.63K- 10.56% |
$72.6K - $75.5K
|
13.8K
$637K
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-173K- 98.63% |
$7.72M - $8.03M
|
2.4K
$111K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
322+ 2.15% |
$14.4K - $15K
|
15.3K
$708K
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6.73K- 7.77% |
$301K - $313K
|
79.9K
$3.7M
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.74K+ 5.33% |
$435K - $453K
|
193K
$8.92M
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-65.8K- 29.46% |
$2.94M - $3.06M
|
157K
$7.29M
|
|
Q4 2024 | |||||||
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
230KNew |
$10.4M - $10.9M
|
230K
$10.6M
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-506- 19.42% |
$22.9K - $23.9K
|
2.1K
$97.1K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
36New |
$1.63K - $1.7K
|
36
$1.67K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
223New |
$10.1K - $10.5K
|
223
$10.3K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-144K- 11.39% |
$6.52M - $6.81M
|
1.12M
$51.9M
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
28.2KNew |
$1.27M - $1.33M
|
28.2K
$1.3M
|