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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.81M- 97.8% |
$79M - $85M
|
40.7K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
9New |
$392 - $422
|
9
$412
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
212+ 19.52% |
$9.24K - $9.94K
|
1.3K
$59.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
9.93K+ 1.39% |
$433K - $466K
|
725K
$33.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
789New |
$34.4K - $37K
|
789
$36.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
803+ 19.57% |
$35K - $37.7K
|
4.91K
$225K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
16.7KNew |
$727K - $783K
|
16.7K
$764K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
470New |
$20.5K - $22K
|
470
$21.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
32.6K+ 27.71% |
$1.42M - $1.53M
|
150K
$6.88M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
8.49K+ 27.02% |
$370K - $398K
|
39.9K
$1.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-487K- 62.7% |
$21.2M - $22.8M
|
290K
$13.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-171K- 77.38% |
$7.45M - $8.02M
|
50K
$2.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
536KNew |
$23.3M - $25.1M
|
536K
$24.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4.21K- 40.59% |
$184K - $198K
|
6.17K
$282K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.95K- 97.01% |
$84.8K - $91.2K
|
60
$2.75K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
60New |
$2.61K - $2.81K
|
60
$2.75K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
2.86KNew |
$125K - $134K
|
2.86K
$131K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
812New |
$35.4K - $38.1K
|
812
$37.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
22New |
$959 - $1.03K
|
22
$1.01K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
136New |
$5.93K - $6.38K
|
136
$6.22K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-434- 0.73% |
$18.9K - $20.4K
|
59.3K
$2.71M
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2.04K+ 11.09% |
$89K - $95.8K
|
20.5K
$937K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-63- 4.83% |
$2.75K - $2.95K
|
1.24K
$56.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
96+ 139.13% |
$4.18K - $4.5K
|
165
$7.55K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
150New |
$6.54K - $7.04K
|
150
$6.87K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
127New |
$5.53K - $5.96K
|
127
$5.81K
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-86- 55.13% |
$3.75K - $4.03K
|
70
$3.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
41New |
$1.79K - $1.92K
|
41
$1.88K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.91K- 57.28% |
$257K - $277K
|
4.4K
$202K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
487New |
$21.2K - $22.8K
|
487
$22.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
272New |
$11.9K - $12.8K
|
272
$12.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10New |
$436 - $469
|
10
$458
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
352KNew |
$15.4M - $16.5M
|
352K
$16.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
4.57KNew |
$199K - $214K
|
4.57K
$209K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.63KNew |
$71K - $76.4K
|
1.63K
$74.6K
|
|
| Q3 2022 | |||||||
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
55New |
$2.44K - $2.71K
|
55
$2.52K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-690- 12.67% |
$30.6K - $34K
|
4.76K
$218K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.02K+ 95.56% |
$89.9K - $99.7K
|
4.14K
$190K
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3.35KNew |
$149K - $165K
|
3.35K
$154K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-123- 75.46% |
$5.46K - $6.06K
|
40
$1.83K
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.73KNew |
$210K - $233K
|
4.73K
$216K
|
|
|
Nov 14, 2022
Q3 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-62.4KClosed |
$2.77M - $3.08M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
189New |
$8.39K - $9.31K
|
189
$8.65K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
3.22KNew |
$143K - $158K
|
3.22K
$147K
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
11New |
$489 - $542
|
11
$503
|
|
|
Nov 10, 2022
Q3 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
921+ 1.42% |
$40.9K - $45.4K
|
65.8K
$3.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
84New |
$3.73K - $4.14K
|
84
$3.84K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
298+ 2.63% |
$13.2K - $14.7K
|
11.6K
$531K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.32MClosed |
$58.7M - $65.1M
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-23.4K- 76.2% |
$1.04M - $1.15M
|
7.3K
$334K
|
|