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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
8KNew |
$349K - $370K
|
8K
$366K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
31New |
$1.35K - $1.43K
|
31
$1.42K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
100+ 222.22% |
$4.36K - $4.62K
|
145
$6.64K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
24.8KNew |
$1.08M - $1.14M
|
24.8K
$1.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.07KNew |
$90.1K - $95.5K
|
2.07K
$94.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
7.48K+ 6.67% |
$326K - $346K
|
120K
$5.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
221New |
$9.64K - $10.2K
|
221
$10.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
388New |
$16.9K - $17.9K
|
388
$17.8K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
99+ 0.59% |
$4.32K - $4.57K
|
16.9K
$774K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-340- 91.15% |
$14.8K - $15.7K
|
33
$1.51K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.04KNew |
$220K - $233K
|
5.04K
$231K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
15.4KNew |
$670K - $710K
|
15.4K
$704K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
15New |
$654 - $693
|
15
$687
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.85KNew |
$211K - $224K
|
4.85K
$222K
|
|
| Q2 2023 | |||||||
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
27.5KNew |
$1.25M - $1.3M
|
27.5K
$1.26M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-14Closed |
$637 - $659
|
0
$0
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.23KNew |
$55.8K - $57.7K
|
1.23K
$56.2K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-419- 82.81% |
$19.1K - $19.7K
|
87
$3.98K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
6New |
$273 - $282
|
6
$275
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$455 - $470
|
10
$458
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-550- 99.82% |
$25K - $25.9K
|
1
$45.8
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-30.4K- 2.51% |
$1.38M - $1.43M
|
1.18M
$54M
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
9.88K+ 67.99% |
$449K - $465K
|
24.4K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-204- 14.86% |
$9.28K - $9.6K
|
1.17K
$53.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-73- 2.94% |
$3.32K - $3.43K
|
2.41K
$110K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-10.9K- 67.47% |
$495K - $512K
|
5.25K
$240K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-401- 8.05% |
$18.2K - $18.9K
|
4.58K
$210K
|
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
21New |
$955 - $988
|
21
$961
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.41K- 43.12% |
$201K - $208K
|
5.82K
$266K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-369- 4.84% |
$16.8K - $17.4K
|
7.26K
$332K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
14New |
$637 - $659
|
14
$641
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
803+ 10037.5% |
$36.5K - $37.8K
|
811
$37.1K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-3.98K- 38.76% |
$181K - $187K
|
6.3K
$288K
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
7.14K+ 4.24% |
$325K - $336K
|
176K
$8.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
61.2KNew |
$2.79M - $2.88M
|
61.2K
$2.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.79% |
$136 - $141
|
384
$17.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-492- 17.9% |
$22.4K - $23.1K
|
2.26K
$103K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.5KNew |
$387K - $400K
|
8.5K
$389K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5.14KNew |
$234K - $242K
|
5.14K
$235K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
75New |
$3.41K - $3.53K
|
75
$3.43K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
635+ 13.88% |
$28.9K - $29.9K
|
5.21K
$239K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
3.75KNew |
$171K - $177K
|
3.75K
$172K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-52- 1.01% |
$2.37K - $2.45K
|
5.11K
$234K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
31.2KNew |
$1.42M - $1.47M
|
31.2K
$1.43M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
3New |
$136 - $141
|
3
$137
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
23.7K+ 64.8% |
$1.08M - $1.11M
|
60.3K
$2.76M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.08K- 1.08% |
$94.5K - $97.7K
|
190K
$8.69M
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
13+ 0.28% |
$591 - $612
|
4.64K
$213K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
199New |
$9.05K - $9.36K
|
199
$9.11K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
410New |
$18.7K - $19.3K
|
410
$18.8K
|
|