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 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.08KNew |
$227K - $236K
|
5.08K
$234K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
9New |
$402 - $418
|
9
$415
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.55K- 0.73% |
$159K - $165K
|
484K
$22.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35.1K- 2.88% |
$1.57M - $1.63M
|
1.18M
$54.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-59.9K- 45.03% |
$2.68M - $2.78M
|
73.1K
$3.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
536K+ 5358.27% |
$23.9M - $24.9M
|
546K
$25.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-947- 16.23% |
$42.3K - $44K
|
4.89K
$225K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
680New |
$30.4K - $31.6K
|
680
$31.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
22.9K+ 60.94% |
$1.02M - $1.07M
|
60.6K
$2.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-40.8K- 1.05% |
$1.82M - $1.9M
|
3.86M
$178M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
11.6K+ 9.68% |
$520K - $541K
|
132K
$6.08M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.87K+ 61.44% |
$128K - $133K
|
7.53K
$347K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.25K- 1.24% |
$55.9K - $58.2K
|
99.3K
$4.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
8.9KNew |
$398K - $414K
|
8.9K
$411K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
16.5KNew |
$739K - $769K
|
16.5K
$763K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
106+ 1.47% |
$4.74K - $4.93K
|
7.33K
$338K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-8.03K- 5.22% |
$359K - $373K
|
146K
$6.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-343- 4.38% |
$15.3K - $15.9K
|
7.49K
$345K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.62K- 19.64% |
$72.2K - $75.1K
|
6.61K
$305K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.31K+ 7.97% |
$58.7K - $61.1K
|
17.8K
$821K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
590New |
$26.4K - $27.4K
|
590
$27.2K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-105- 0.61% |
$4.69K - $4.88K
|
17.2K
$792K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
290New |
$13K - $13.5K
|
290
$13.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
1.94K+ 28.47% |
$86.6K - $90.1K
|
8.75K
$403K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
23+ 328.57% |
$1.03K - $1.07K
|
30
$1.38K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
181K+ 385.86% |
$8.11M - $8.44M
|
228K
$10.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-673- 7.33% |
$30.1K - $31.3K
|
8.51K
$392K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-12.3K- 8.12% |
$549K - $571K
|
139K
$6.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-800- 14.15% |
$35.7K - $37.2K
|
4.86K
$224K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
195+ 1.9% |
$8.71K - $9.07K
|
10.5K
$483K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
68.1K+ 24.22% |
$3.04M - $3.16M
|
349K
$16.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-507K- 82.87% |
$22.6M - $23.6M
|
105K
$4.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.82K+ 4.42% |
$305K - $317K
|
161K
$7.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.78K- 8.73% |
$79.3K - $82.5K
|
18.6K
$856K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
11.3K+ 13.12% |
$505K - $525K
|
97.4K
$4.49M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.17K+ 4.73% |
$97K - $101K
|
48K
$2.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6.31K+ 13.55% |
$282K - $293K
|
52.9K
$2.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-149- 2.2% |
$6.66K - $6.93K
|
6.61K
$305K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 1.59% |
$134 - $139
|
186
$8.58K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-17.7K- 55.86% |
$790K - $822K
|
14K
$645K
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-65.3K- 82.64% |
$2.92M - $3.03M
|
13.7K
$633K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
8.45K+ 7.35% |
$378K - $393K
|
123K
$5.69M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-117- 0.81% |
$5.23K - $5.44K
|
14.4K
$663K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
3.32K+ 4.32% |
$149K - $155K
|
80.2K
$3.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-400- 3.57% |
$17.9K - $18.6K
|
10.8K
$499K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
1.91K+ 2.26% |
$85.3K - $88.8K
|
86.6K
$3.99M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
322+ 2.15% |
$14.4K - $15K
|
15.3K
$705K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-65.8K- 29.46% |
$2.94M - $3.06M
|
157K
$7.26M
|
|
| Q4 2024 | |||||||
|
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
14KNew |
$632K - $661K
|
14K
$646K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-90K- 10.34% |
$4.07M - $4.25M
|
780K
$36M
|
|