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 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-5.05KClosed |
$220K - $234K
|
0
$0
|
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-10.1KClosed |
$439K - $466K
|
0
$0
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
15New |
$654 - $693
|
15
$686
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-42.6K- 31.09% |
$1.86M - $1.97M
|
94.4K
$4.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-67.8K- 28.16% |
$2.96M - $3.13M
|
173K
$7.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
42.5K+ 61.89% |
$1.85M - $1.96M
|
111K
$5.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.62K+ 1085.91% |
$70.6K - $74.8K
|
1.77K
$80.8K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.38K- 9.51% |
$104K - $110K
|
22.6K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
68.3KNew |
$2.98M - $3.16M
|
68.3K
$3.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
383New |
$16.7K - $17.7K
|
383
$17.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-200- 5.0% |
$8.72K - $9.24K
|
3.8K
$174K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
7.9KNew |
$344K - $365K
|
7.9K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
1New |
$43.6 - $46.2
|
1
$45.7
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
135K+ 104.46% |
$5.9M - $6.26M
|
265K
$12.1M
|
|
|
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
$5.26K
|
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-7.4K- 3.45% |
$323K - $342K
|
207K
$9.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-340- 2.5% |
$14.8K - $15.7K
|
13.3K
$607K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-458- 20.73% |
$20K - $21.2K
|
1.75K
$80.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
122New |
$5.32K - $5.64K
|
122
$5.58K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-455- 39.88% |
$19.8K - $21K
|
686
$31.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-488- 78.08% |
$21.3K - $22.6K
|
137
$6.27K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-16- 7.77% |
$698 - $739
|
190
$8.69K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
31New |
$1.35K - $1.43K
|
31
$1.42K
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
163KNew |
$7.12M - $7.54M
|
163K
$7.46M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
273+ 3.25% |
$11.9K - $12.6K
|
8.67K
$397K
|
|
|
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
$6.63K
|
|
|
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
$94.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
7.48K+ 6.67% |
$326K - $346K
|
120K
$5.47M
|
|
|
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
$17.7K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
99+ 0.59% |
$4.32K - $4.57K
|
16.9K
$773K
|
|
|
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
$230K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
15.4KNew |
$670K - $710K
|
15.4K
$703K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
15New |
$654 - $693
|
15
$686
|
|
|
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
$56.1K
|
|
|
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
$274
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$455 - $470
|
10
$457
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-550- 99.82% |
$25K - $25.9K
|
1
$45.7
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-30.4K- 2.51% |
$1.38M - $1.43M
|
1.18M
$53.9M
|
|
|
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
|
|