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 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
57New |
$2.41K - $2.66K
|
57
$2.62K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-45.2KClosed |
$1.91M - $2.11M
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
16.1KNew |
$681K - $750K
|
16.1K
$742K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
275New |
$11.6K - $12.8K
|
275
$12.7K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-674K- 98.54% |
$28.5M - $31.4M
|
10K
$460K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
419New |
$17.7K - $19.5K
|
419
$19.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
24New |
$1.02K - $1.12K
|
24
$1.11K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
200New |
$8.46K - $9.32K
|
200
$9.21K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
54New |
$2.28K - $2.52K
|
54
$2.49K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-7.54K- 11.6% |
$319K - $351K
|
57.4K
$2.64M
|
|
|
Jan 17, 2024
Q4 2023
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
8.56KNew |
$362K - $399K
|
8.56K
$394K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
248+ 2.4% |
$10.5K - $11.6K
|
10.6K
$488K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-39- 13.27% |
$1.65K - $1.82K
|
255
$11.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
287+ 4.96% |
$12.1K - $13.4K
|
6.08K
$280K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.01% |
$42.3 - $46.6
|
11.2K
$516K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
24KNew |
$1.01M - $1.12M
|
24K
$1.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
34.1KNew |
$1.44M - $1.59M
|
34.1K
$1.57M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
1.31KNew |
$55.5K - $61.2K
|
1.31K
$60.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
26+ 19.85% |
$1.1K - $1.21K
|
157
$7.23K
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-3.28K- 3.18% |
$139K - $153K
|
99.9K
$4.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.66K+ 6.76% |
$112K - $124K
|
42K
$1.93M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-2.13K- 11.72% |
$90.2K - $99.4K
|
16.1K
$740K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-45K- 6.69% |
$1.91M - $2.1M
|
628K
$28.9M
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-210- 14.94% |
$9.16K - $9.7K
|
1.2K
$55.1K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
15New |
$654 - $693
|
15
$691
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-42.6K- 31.09% |
$1.86M - $1.97M
|
94.4K
$4.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-67.8K- 28.16% |
$2.96M - $3.13M
|
173K
$7.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
42.5K+ 61.89% |
$1.85M - $1.96M
|
111K
$5.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.62K+ 1085.91% |
$70.6K - $74.8K
|
1.77K
$81.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
727New |
$31.7K - $33.6K
|
727
$33.5K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.38K- 9.51% |
$104K - $110K
|
22.6K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
267New |
$11.6K - $12.3K
|
267
$12.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
68.3KNew |
$2.98M - $3.16M
|
68.3K
$3.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
383New |
$16.7K - $17.7K
|
383
$17.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-200- 5.0% |
$8.72K - $9.24K
|
3.8K
$175K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
7.9KNew |
$344K - $365K
|
7.9K
$364K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
1New |
$43.6 - $46.2
|
1
$46.1
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
135K+ 104.46% |
$5.9M - $6.26M
|
265K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.56MClosed |
$68M - $72.1M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-136- 54.18% |
$5.93K - $6.28K
|
115
$5.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-7.4K- 3.45% |
$323K - $342K
|
207K
$9.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
14.5K+ 51.42% |
$632K - $670K
|
42.7K
$1.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-340- 2.5% |
$14.8K - $15.7K
|
13.3K
$611K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-458- 20.73% |
$20K - $21.2K
|
1.75K
$80.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
122New |
$5.32K - $5.64K
|
122
$5.62K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-455- 39.88% |
$19.8K - $21K
|
686
$31.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-488- 78.08% |
$21.3K - $22.6K
|
137
$6.31K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-16- 7.77% |
$698 - $739
|
190
$8.75K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
31New |
$1.35K - $1.43K
|
31
$1.43K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
8.49KNew |
$370K - $392K
|
8.49K
$391K
|
|