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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
23.4K+ 6.9% |
$1.05M - $1.1M
|
362K
$16.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2.17K- 34.12% |
$98K - $102K
|
4.19K
$190K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-707- 9.8% |
$31.9K - $33.4K
|
6.5K
$295K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
16.7K+ 2.91% |
$755K - $789K
|
590K
$26.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-35- 83.33% |
$1.58K - $1.65K
|
7
$317
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$45.2 - $47.2
|
31.2K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
68.3K+ 205.35% |
$3.08M - $3.22M
|
102K
$4.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
377+ 3.69% |
$17K - $17.8K
|
10.6K
$480K
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-1.23K- 7.06% |
$55.4K - $57.9K
|
16.2K
$732K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.71K+ 3.62% |
$348K - $364K
|
221K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-2.16K- 0.44% |
$97.7K - $102K
|
487K
$22.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
141New |
$6.37K - $6.66K
|
141
$6.39K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
53+ 2.34% |
$2.39K - $2.5K
|
2.32K
$105K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
41.8K+ 28.09% |
$1.89M - $1.97M
|
191K
$8.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13New |
$587 - $614
|
13
$589
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
100New |
$4.52K - $4.72K
|
100
$4.53K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.57K- 20.99% |
$71K - $74.2K
|
5.92K
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4+ 0.02% |
$181 - $189
|
18.7K
$847K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.64K+ 25.61% |
$74K - $77.4K
|
8.04K
$364K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-11.6K- 69.64% |
$525K - $549K
|
5.06K
$229K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
54New |
$2.44K - $2.55K
|
54
$2.45K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.84K+ 3.51% |
$128K - $134K
|
83.8K
$3.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.29K+ 5.51% |
$103K - $108K
|
43.9K
$1.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.38K- 3.12% |
$108K - $113K
|
74K
$3.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-16.6K- 7.95% |
$749K - $783K
|
192K
$8.7M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
167+ 759.09% |
$7.54K - $7.89K
|
189
$8.57K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
12.9K+ 7.8% |
$581K - $607K
|
178K
$8.05M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
64.4K+ 24.18% |
$2.91M - $3.04M
|
331K
$15M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9.91K- 7.84% |
$448K - $468K
|
117K
$5.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.83KNew |
$264K - $276K
|
5.83K
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-7.31K- 5.57% |
$330K - $345K
|
124K
$5.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.7K- 99.91% |
$393K - $411K
|
8
$363
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.81K- 2.96% |
$81.6K - $85.3K
|
59.2K
$2.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.25K+ 0.39% |
$56.4K - $59K
|
324K
$14.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
12.4K+ 6.87% |
$562K - $587K
|
194K
$8.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-19- 0.41% |
$858 - $897
|
4.62K
$209K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-39.1K- 21.38% |
$1.77M - $1.85M
|
144K
$6.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.19K- 7.11% |
$279K - $292K
|
80.8K
$3.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-30.3K- 9.65% |
$1.37M - $1.43M
|
284K
$12.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
28.1KNew |
$1.27M - $1.33M
|
28.1K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
9.38K+ 6.61% |
$424K - $443K
|
151K
$6.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.64K+ 5.45% |
$73.9K - $77.3K
|
31.7K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-25- 6.46% |
$1.13K - $1.18K
|
362
$16.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
85+ 0.82% |
$3.84K - $4.01K
|
10.5K
$476K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
31+ 52.54% |
$1.4K - $1.46K
|
90
$4.08K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20- 0.11% |
$903 - $945
|
19K
$861K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
3.74K+ 19.44% |
$169K - $177K
|
23K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
209+ 31.05% |
$9.44K - $9.87K
|
882
$40K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
25.1K+ 489.25% |
$1.14M - $1.19M
|
30.3K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
12.8K+ 6.53% |
$576K - $603K
|
208K
$9.43M
|