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 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
41New |
$1.79K - $1.92K
|
41
$1.87K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.91K- 57.28% |
$257K - $277K
|
4.4K
$201K
|
|
|
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
$457
|
|
|
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
$74.5K
|
|
| 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
$217K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.02K+ 95.56% |
$89.9K - $99.7K
|
4.14K
$189K
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3.35KNew |
$149K - $165K
|
3.35K
$153K
|
|
|
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
|
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
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
8.45KNew |
$375K - $416K
|
8.45K
$386K
|
|
|
Oct 31, 2022
Q3 2022
|
Leuthold Group, LLC
|
BUY
|
- |
178KNew |
$7.89M - $8.75M
|
178K
$8.12M
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
87New |
$3.86K - $4.29K
|
87
$3.98K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-17.2K- 54.11% |
$762K - $846K
|
14.6K
$666K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
640+ 6.07% |
$28.4K - $31.5K
|
11.2K
$512K
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-89- 1.66% |
$3.95K - $4.39K
|
5.27K
$241K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
36New |
$1.6K - $1.77K
|
36
$1.65K
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
60.4KNew |
$2.68M - $2.98M
|
60.4K
$2.76M
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
102+ 2.21% |
$4.53K - $5.03K
|
4.71K
$216K
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-249- 2.82% |
$11.1K - $12.3K
|
8.58K
$392K
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
8.01K+ 93.03% |
$356K - $394K
|
16.6K
$760K
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.94K- 22.26% |
$86K - $95.4K
|
6.76K
$309K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-128Closed |
$5.92K - $6.38K
|
0
$0
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
777New |
$35.9K - $38.7K
|
777
$35.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-5.54KClosed |
$256K - $276K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.45KNew |
$206K - $222K
|
4.45K
$203K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-139Closed |
$6.43K - $6.93K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-2.43KClosed |
$113K - $121K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-132Closed |
$6.1K - $6.58K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-120KClosed |
$5.57M - $6M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
123KNew |
$5.67M - $6.11M
|
123K
$5.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1K- 12.5% |
$46.2K - $49.8K
|
7K
$320K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.88K- 90.78% |
$86.9K - $93.7K
|
191
$8.73K
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-7.91KClosed |
$366K - $394K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-455Closed |
$21K - $22.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-123KClosed |
$5.7M - $6.15M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-404- 6.47% |
$18.7K - $20.1K
|
5.84K
$267K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2- 1.09% |
$92.5 - $99.7
|
181
$8.28K
|
|