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 |
|---|---|---|---|---|---|---|---|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
324K+ 71.86% |
$14.6M - $15.3M
|
775K
$35.8M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
36New |
$1.63K - $1.7K
|
36
$1.66K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
223New |
$10.1K - $10.5K
|
223
$10.3K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
28.2KNew |
$1.27M - $1.33M
|
28.2K
$1.3M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
141New |
$6.37K - $6.66K
|
141
$6.5K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
99New |
$4.47K - $4.68K
|
99
$4.57K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
59New |
$2.67K - $2.79K
|
59
$2.72K
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-3.68K- 42.14% |
$166K - $174K
|
5.05K
$233K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17.3K- 19.29% |
$779K - $815K
|
72.2K
$3.33M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
171New |
$7.72K - $8.08K
|
171
$7.89K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
21.1K+ 73.91% |
$952K - $996K
|
49.6K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.5K+ 169.59% |
$158K - $165K
|
5.57K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
27KNew |
$1.22M - $1.27M
|
27K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.22K+ 56.01% |
$281K - $294K
|
17.3K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.07KNew |
$93.4K - $97.7K
|
2.07K
$95.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
24New |
$1.08K - $1.13K
|
24
$1.11K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.49KNew |
$203K - $212K
|
4.49K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.5K+ 291.23% |
$881K - $921K
|
26.2K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7.36K+ 36.63% |
$332K - $347K
|
27.4K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
175+ 2.81% |
$7.9K - $8.27K
|
6.41K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-244K- 78.26% |
$11M - $11.5M
|
67.9K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
8.95KNew |
$404K - $423K
|
8.95K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
5.73K+ 16.27% |
$259K - $270K
|
40.9K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
7.34K+ 9.43% |
$332K - $347K
|
85.2K
$3.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
56New |
$2.53K - $2.64K
|
56
$2.58K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.35KNew |
$60.8K - $63.5K
|
1.35K
$62K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
200New |
$9.03K - $9.45K
|
200
$9.22K
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
1.61MNew |
$72.7M - $76M
|
1.61M
$74.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
52.2K+ 33.47% |
$2.36M - $2.47M
|
208K
$9.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-219K- 59.5% |
$9.87M - $10.3M
|
149K
$6.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
29.6K+ 2.72% |
$1.34M - $1.4M
|
1.12M
$51.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-117- 91.41% |
$5.28K - $5.53K
|
11
$507
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-528- 2.5% |
$23.8K - $24.9K
|
20.6K
$949K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.38K- 31.71% |
$198K - $207K
|
9.43K
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
38New |
$1.72K - $1.79K
|
38
$1.75K
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.37K+ 14.33% |
$107K - $112K
|
18.9K
$872K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
763+ 264.01% |
$34.5K - $36K
|
1.05K
$48.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
20KNew |
$903K - $945K
|
20K
$922K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.07K+ 19.5% |
$48.2K - $50.4K
|
6.54K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.38K- 15.59% |
$62.3K - $65.2K
|
7.47K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
462+ 519.1% |
$20.9K - $21.8K
|
551
$25.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-95- 9.85% |
$4.29K - $4.49K
|
869
$40.1K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-102Closed |
$4.61K - $4.82K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.82K+ 100.72% |
$82.3K - $86.1K
|
3.63K
$167K
|
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
4.42KNew |
$200K - $209K
|
4.42K
$204K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.09K+ 290.67% |
$49.2K - $51.5K
|
1.47K
$67.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
178+ 6.03% |
$8.04K - $8.41K
|
3.13K
$144K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-212- 93.39% |
$9.58K - $10K
|
15
$692
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.03KNew |
$46.4K - $48.6K
|
1.03K
$47.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
407New |
$18.4K - $19.2K
|
407
$18.8K
|