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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-100Closed |
$5.33K - $5.42K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.18KClosed |
$63K - $64K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10.4KNew |
$556K - $565K
|
10.4K
$477K
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-320Closed |
$17.1K - $17.3K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Dt Investment Partners, LLC
|
SELL
|
- |
-4.23KClosed |
$225K - $229K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-6Closed |
$320 - $325
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-2Closed |
$107 - $108
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.83KClosed |
$257K - $261K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-4Closed |
$213 - $217
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
4New |
$213 - $217
|
4
$183
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-161Closed |
$8.58K - $8.72K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Kwmg, LLC
|
SELL
|
- |
-4.81KClosed |
$257K - $261K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-25Closed |
$1.35K - $1.36K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-825Closed |
$44.5K - $44.8K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
978New |
$52.8K - $53.1K
|
978
$44.8K
|
|
|
Feb 16, 2021
Q4 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-23KClosed |
$1.24M - $1.25M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.23KClosed |
$66.4K - $66.7K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.72KClosed |
$92.9K - $93.4K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-117Closed |
$6.31K - $6.35K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Swarthmore Group Inc
|
SELL
|
- |
-39.4KClosed |
$2.13M - $2.14M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
283KNew |
$15.3M - $15.4M
|
283K
$13M
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-293Closed |
$15.8K - $15.9K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-18.2KClosed |
$984K - $989K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-4.43KClosed |
$239K - $240K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-178KClosed |
$9.62M - $9.67M
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.4KClosed |
$237K - $239K
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-340Closed |
$18.3K - $18.4K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
5.44KNew |
$294K - $295K
|
5.44K
$249K
|
|
| Q3 2020 | |||||||
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-9.45KClosed |
$512K - $515K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-53Closed |
$2.87K - $2.89K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-72Closed |
$3.9K - $3.92K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-3.84KClosed |
$208K - $209K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-113- 53.05% |
$6.12K - $6.16K
|
100
$4.58K
|
|
|
Nov 12, 2020
Q3 2020
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-4.13KClosed |
$224K - $225K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-472Closed |
$25.6K - $25.7K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-12.8KClosed |
$693K - $698K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-241Closed |
$13.1K - $13.1K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-152Closed |
$8.23K - $8.28K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-297Closed |
$16.1K - $16.2K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
4.83KNew |
$261K - $263K
|
4.83K
$221K
|
|
|
Oct 23, 2020
Q3 2020
|
Peoples Bank
|
SELL
|
- |
-22.5KClosed |
$1.22M - $1.22M
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-995Closed |
$53.9K - $54.2K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-7.8KClosed |
$423K - $425K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-53Closed |
$2.87K - $2.89K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-14.2KClosed |
$767K - $772K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Oct 18, 2024
Q2 2020
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.59K+ 20.6% |
$86K - $86.9K
|
9.31K
$426K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-765- 25.82% |
$41.4K - $41.8K
|
2.2K
$101K
|
|
|
Feb 22, 2022
Q2 2020
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-27Closed |
$1.46K - $1.48K
|
0
$0
|
|
|
Aug 18, 2020
Q2 2020
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-3Closed |
$162 - $164
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-860Closed |
$46.5K - $47K
|
0
$0
|
|