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 |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.15K+ 19.51% |
$51.6K - $53.6K
|
7.07K
$327K
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
3.04K+ 0.52% |
$136K - $142K
|
593K
$27.5M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
266+ 1.68% |
$11.9K - $12.4K
|
16.1K
$746K
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.61K- 3.18% |
$71.8K - $74.7K
|
48.9K
$2.27M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.74K- 7.0% |
$77.7K - $80.8K
|
23.1K
$1.07M
|
|
May 01, 2025
Q1 2025
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
13.4K+ 15.43% |
$597K - $622K
|
100K
$4.63M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
57.4K+ 813.24% |
$2.56M - $2.67M
|
64.4K
$2.98M
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
425+ 138.89% |
$19K - $19.8K
|
731
$33.9K
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
413New |
$18.5K - $19.2K
|
413
$19.1K
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
6.6K+ 11.3% |
$295K - $307K
|
65K
$3.01M
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
54.7KNew |
$2.44M - $2.54M
|
54.7K
$2.53M
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
52+ 22.81% |
$2.32K - $2.42K
|
280
$13K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17.1K+ 23.77% |
$765K - $796K
|
89.2K
$4.13M
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
110K+ 9.91% |
$4.91M - $5.11M
|
1.22M
$56.5M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-725- 2.93% |
$32.4K - $33.7K
|
24.1K
$1.11M
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.93K- 9.04% |
$176K - $183K
|
39.5K
$1.83M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-14.7K- 32.91% |
$659K - $686K
|
30.1K
$1.39M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.13K+ 49.76% |
$50.4K - $52.4K
|
3.39K
$157K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.73K- 5.92% |
$77.1K - $80.2K
|
27.4K
$1.27M
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-182- 0.16% |
$8.13K - $8.46K
|
116K
$5.37M
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-48- 1.74% |
$2.14K - $2.23K
|
2.72K
$126K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-38- 1.46% |
$1.7K - $1.77K
|
2.57K
$119K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-29K- 6.84% |
$1.3M - $1.35M
|
395K
$18.3M
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
16.4K+ 4.55% |
$735K - $765K
|
378K
$17.5M
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.39K- 0.97% |
$107K - $111K
|
244K
$11.3M
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.39K- 8.58% |
$241K - $251K
|
57.5K
$2.66M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.3K- 4.84% |
$192K - $200K
|
84.4K
$3.91M
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
45.8K+ 40.4% |
$2.05M - $2.13M
|
159K
$7.38M
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.13K+ 1.28% |
$50.6K - $52.6K
|
89.6K
$4.15M
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
20.6K+ 27.35% |
$921K - $958K
|
96K
$4.45M
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-500- 9.07% |
$22.3K - $23.2K
|
5.01K
$232K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
518+ 1.04% |
$23.1K - $24.1K
|
50.2K
$2.33M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.96K+ 5.02% |
$222K - $231K
|
104K
$4.81M
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.87K- 2.52% |
$83.3K - $86.7K
|
72K
$3.34M
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
241New |
$10.8K - $11.2K
|
241
$11.2K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.1K+ 133.69% |
$138K - $144K
|
5.41K
$251K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
16.6K+ 3.21% |
$744K - $774K
|
535K
$24.8M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 0.46% |
$45.4K - $47.2K
|
222K
$10.3M
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.95KNew |
$176K - $183K
|
3.95K
$183K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.3K+ 53.75% |
$686K - $714K
|
43.9K
$2.03M
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
284New |
$12.7K - $13.2K
|
284
$13.2K
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
58K+ 18.59% |
$2.59M - $2.7M
|
370K
$17.2M
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
461+ 5.89% |
$20.6K - $21.4K
|
8.28K
$384K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1M+ 5.04% |
$44.7M - $46.5M
|
20.9M
$966M
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-8.41K- 48.98% |
$376K - $391K
|
8.76K
$406K
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
181+ 4.78% |
$8.09K - $8.41K
|
3.96K
$184K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
306K+ 8.45% |
$13.7M - $14.2M
|
3.92M
$182M
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
5.09KNew |
$227K - $237K
|
5.09K
$236K
|
|
Apr 29, 2025
Q1 2025
|
Lincoln National Corp
|
BUY
|
- |
44K+ 1.27% |
$1.97M - $2.05M
|
3.5M
$162M
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5.93K- 5.9% |
$265K - $276K
|
94.6K
$4.38M
|