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 19, 2024
Q1 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-16.8K- 64.7% |
$757K - $779K
|
9.18K
$420K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
190New |
$8.55K - $8.8K
|
190
$8.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
SELL
|
- |
-552- 9.5% |
$24.8K - $25.6K
|
5.26K
$241K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
3.06K+ 0.65% |
$138K - $142K
|
477K
$21.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
473New |
$21.3K - $21.9K
|
473
$21.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-168- 76.02% |
$7.56K - $7.78K
|
53
$2.43K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
35New |
$1.57K - $1.62K
|
35
$1.6K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
310+ 236.64% |
$13.9K - $14.3K
|
441
$20.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-400- 86.02% |
$18K - $18.5K
|
65
$2.98K
|
|
| Q4 2023 | |||||||
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.78K- 8.14% |
$75.3K - $82.9K
|
20.1K
$919K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
146New |
$6.18K - $6.8K
|
146
$6.68K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
366New |
$15.5K - $17.1K
|
366
$16.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-40K- 85.22% |
$1.69M - $1.86M
|
6.93K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
8.28KNew |
$350K - $386K
|
8.28K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
62New |
$2.62K - $2.89K
|
62
$2.84K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
38.5KNew |
$1.63M - $1.79M
|
38.5K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-900- 16.36% |
$38.1K - $41.9K
|
4.6K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.8KNew |
$712K - $784K
|
16.8K
$770K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
31New |
$1.31K - $1.44K
|
31
$1.42K
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
5.19KNew |
$220K - $242K
|
5.19K
$238K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.36KNew |
$184K - $203K
|
4.36K
$199K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
20New |
$846 - $932
|
20
$915
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
18+ 13.04% |
$761 - $839
|
156
$7.14K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
18.3K+ 50.98% |
$773K - $851K
|
54.1K
$2.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-353- 6.95% |
$14.9K - $16.4K
|
4.73K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.06KNew |
$87.3K - $96.2K
|
2.06K
$94.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
254New |
$10.7K - $11.8K
|
254
$11.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
15.5KNew |
$654K - $720K
|
15.5K
$708K
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
10.4KNew |
$441K - $486K
|
10.4K
$477K
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
33.1K+ 41.17% |
$1.4M - $1.54M
|
113K
$5.19M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
1.24KNew |
$52.3K - $57.6K
|
1.24K
$56.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.24K+ 8.39% |
$52.3K - $57.6K
|
16K
$731K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
24New |
$1.02K - $1.12K
|
24
$1.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
156New |
$6.6K - $7.27K
|
156
$7.14K
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
10.9KNew |
$461K - $508K
|
10.9K
$499K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
619New |
$26.2K - $28.8K
|
619
$28.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
262+ 44.63% |
$11.1K - $12.2K
|
849
$38.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.25K+ 6.42% |
$52.7K - $58.1K
|
20.7K
$946K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
15.8KNew |
$669K - $737K
|
15.8K
$724K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
40New |
$1.69K - $1.86K
|
40
$1.83K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
145New |
$6.13K - $6.76K
|
145
$6.64K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
4.32KNew |
$183K - $201K
|
4.32K
$198K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
25New |
$1.06K - $1.16K
|
25
$1.14K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
4.54KNew |
$192K - $212K
|
4.54K
$208K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
118New |
$4.99K - $5.5K
|
118
$5.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
119+ 1.14% |
$5.03K - $5.54K
|
10.5K
$482K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-258- 2.53% |
$10.9K - $12K
|
9.94K
$455K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 1.55% |
$127 - $140
|
197
$9.02K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
57New |
$2.41K - $2.66K
|
57
$2.61K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-45.2KClosed |
$1.91M - $2.11M
|
0
$0
|
|