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 |
---|---|---|---|---|---|---|---|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3.25KNew |
$143K - $149K
|
3.25K
$149K
|
|
Q1 2024 | |||||||
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
94+ 56.97% |
$4.23K - $4.35K
|
259
$11.9K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.17KNew |
$52.4K - $54K
|
1.17K
$53.4K
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
260KNew |
$11.7M - $12M
|
260K
$11.9M
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-693- 94.54% |
$31.2K - $32.1K
|
40
$1.83K
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
220New |
$9.9K - $10.2K
|
220
$10.1K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.75KNew |
$124K - $127K
|
2.75K
$126K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.1KNew |
$230K - $236K
|
5.1K
$234K
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
15.9KNew |
$716K - $737K
|
15.9K
$728K
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
7.03K+ 70.28% |
$316K - $326K
|
17K
$780K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
14New |
$630 - $648
|
14
$641
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
14KNew |
$630K - $648K
|
14K
$641K
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.72KNew |
$212K - $218K
|
4.72K
$216K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
453+ 4.33% |
$20.4K - $21K
|
10.9K
$500K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
306New |
$13.8K - $14.2K
|
306
$14K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.4K- 5.97% |
$514K - $529K
|
180K
$8.24M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
141K+ 111.99% |
$6.34M - $6.52M
|
267K
$12.2M
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
66New |
$2.97K - $3.06K
|
66
$3.02K
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
18.2K+ 1.31% |
$820K - $844K
|
1.41M
$64.3M
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
400New |
$18K - $18.5K
|
400
$18.3K
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.24K+ 2.8% |
$56K - $57.6K
|
45.7K
$2.09M
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-458- 86.74% |
$20.6K - $21.2K
|
70
$3.2K
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
7.99KNew |
$359K - $370K
|
7.99K
$366K
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.2K- 16.55% |
$53.8K - $55.4K
|
6.03K
$276K
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-10K- 39.82% |
$450K - $463K
|
15.1K
$692K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.66KNew |
$300K - $308K
|
6.66K
$305K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.86M+ 2.16% |
$128M - $132M
|
135M
$6.18B
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
6.1KNew |
$274K - $282K
|
6.1K
$279K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
50+ 7.2% |
$2.25K - $2.31K
|
744
$34.1K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
71New |
$3.19K - $3.29K
|
71
$3.25K
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
231New |
$10.4K - $10.7K
|
231
$10.6K
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
100+ 175.44% |
$4.5K - $4.63K
|
157
$7.19K
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
281New |
$12.6K - $13K
|
281
$12.9K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-597- 6.18% |
$26.9K - $27.6K
|
9.06K
$415K
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$90 - $92.6
|
2
$91.5
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.12KNew |
$275K - $283K
|
6.12K
$280K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.94KNew |
$177K - $182K
|
3.94K
$180K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.58KNew |
$116K - $120K
|
2.58K
$118K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.48KNew |
$291K - $300K
|
6.48K
$296K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-25- 7.04% |
$1.12K - $1.16K
|
330
$15.1K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-29- 4.97% |
$1.3K - $1.34K
|
554
$25.4K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-997- 12.56% |
$44.8K - $46.2K
|
6.94K
$318K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-669- 7.56% |
$30.1K - $31K
|
8.18K
$374K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-49- 51.58% |
$2.2K - $2.27K
|
46
$2.11K
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-222- 3.01% |
$9.99K - $10.3K
|
7.15K
$327K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
20New |
$900 - $926
|
20
$915
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
92New |
$4.14K - $4.26K
|
92
$4.21K
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.2KNew |
$234K - $241K
|
5.2K
$238K
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
BUY
|
- |
8.17K+ 2.18% |
$368K - $378K
|
384K
$17.6M
|