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 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.64K+ 5.45% |
$73.9K - $77.3K
|
31.7K
$1.46M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-25- 6.46% |
$1.13K - $1.18K
|
362
$16.7K
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
85+ 0.82% |
$3.84K - $4.01K
|
10.5K
$485K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
31+ 52.54% |
$1.4K - $1.46K
|
90
$4.16K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20- 0.11% |
$903 - $945
|
19K
$878K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
3.74K+ 19.44% |
$169K - $177K
|
23K
$1.06M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
209+ 31.05% |
$9.44K - $9.87K
|
882
$40.8K
|
|
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
$1.4M
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
12.8K+ 6.53% |
$576K - $603K
|
208K
$9.62M
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
136KNew |
$6.16M - $6.44M
|
136K
$6.3M
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.06K- 1.75% |
$93.2K - $97.4K
|
116K
$5.35M
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-5.54K- 3.28% |
$250K - $262K
|
164K
$7.56M
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4.91K+ 52.34% |
$222K - $232K
|
14.3K
$660K
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
47KNew |
$2.12M - $2.22M
|
47K
$2.17M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
57.9K+ 5.8% |
$2.61M - $2.73M
|
1.06M
$48.8M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.27K+ 1.06% |
$374K - $391K
|
787K
$36.4M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
135K+ 33.09% |
$6.09M - $6.37M
|
543K
$25.1M
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-351- 82.39% |
$15.9K - $16.6K
|
75
$3.47K
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
SELL
|
- |
-930- 3.3% |
$42K - $43.9K
|
27.3K
$1.26M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
50K+ 304.14% |
$2.26M - $2.36M
|
66.4K
$3.07M
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-1.01K- 68.2% |
$45.5K - $47.6K
|
470
$21.7K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.01K- 4.15% |
$271K - $284K
|
139K
$6.42M
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-60- 1.56% |
$2.71K - $2.83K
|
3.78K
$175K
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.13K+ 3.76% |
$51.1K - $53.4K
|
31.2K
$1.44M
|
|
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
$77.6K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
472+ 2.81% |
$21.3K - $22.3K
|
17.3K
$798K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
60+ 0.84% |
$2.71K - $2.83K
|
7.22K
$334K
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
513+ 11.33% |
$23.2K - $24.2K
|
5.04K
$233K
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
6.41K+ 2.7% |
$289K - $303K
|
244K
$11.3M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.73K+ 3.25% |
$213K - $223K
|
150K
$6.93M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
25.5K+ 51.27% |
$1.15M - $1.21M
|
75.4K
$3.48M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
447+ 0.24% |
$20.2K - $21.1K
|
183K
$8.45M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-803- 6.64% |
$36.3K - $37.9K
|
11.3K
$522K
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
12+ 0.05% |
$542 - $567
|
24.9K
$1.15M
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.98K+ 40.98% |
$89.4K - $93.5K
|
6.81K
$315K
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1.68K- 25.94% |
$76K - $79.5K
|
4.81K
$222K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
654+ 12.97% |
$29.5K - $30.9K
|
5.7K
$263K
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
425+ 0.98% |
$19.2K - $20.1K
|
43.8K
$2.02M
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
732+ 1.94% |
$33.1K - $34.6K
|
38.4K
$1.78M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
46.5K+ 14.14% |
$2.1M - $2.2M
|
375K
$17.4M
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-237- 2.41% |
$10.7K - $11.2K
|
9.6K
$444K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.45% |
$994 - $1.04K
|
4.91K
$227K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
53.1KNew |
$2.4M - $2.51M
|
53.1K
$2.46M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.67K+ 9.69% |
$211K - $221K
|
52.9K
$2.45M
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.32K+ 4.63% |
$240K - $251K
|
120K
$5.56M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
477+ 3.48% |
$21.5K - $22.5K
|
14.2K
$655K
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.3KNew |
$240K - $250K
|
5.3K
$245K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.26K+ 2.16% |
$56.8K - $59.4K
|
59.4K
$2.74M
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.4K+ 25.78% |
$514K - $538K
|
55.5K
$2.57M
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.18K- 1.35% |
$53.4K - $55.8K
|
86.1K
$3.98M
|