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 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
57.4K+ 5.1% |
$2.59M - $2.71M
|
1.18M
$54.1M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.8K- 2.66% |
$670K - $700K
|
543K
$24.8M
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.17K+ 3.32% |
$279K - $291K
|
192K
$8.77M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.46K+ 5.5% |
$156K - $163K
|
66.3K
$3.03M
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-26.5K- 4.78% |
$1.2M - $1.25M
|
528K
$24.1M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.5K+ 0.65% |
$1.65M - $1.72M
|
5.66M
$259M
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
186K+ 80.83% |
$8.38M - $8.76M
|
415K
$19M
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
13K+ 18.32% |
$586K - $613K
|
83.8K
$3.83M
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.07K+ 19.5% |
$48.2K - $50.4K
|
6.54K
$299K
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
8.42K+ 4.17% |
$380K - $398K
|
210K
$9.61M
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
33.5K+ 6.65% |
$1.51M - $1.58M
|
538K
$24.6M
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
12.9KNew |
$581K - $608K
|
12.9K
$588K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
15.8KNew |
$715K - $748K
|
15.8K
$724K
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
8.93KNew |
$403K - $422K
|
8.93K
$408K
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
13.4KNew |
$606K - $634K
|
13.4K
$614K
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
14.9K+ 8.68% |
$672K - $702K
|
186K
$8.51M
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.38K- 15.59% |
$62.3K - $65.2K
|
7.47K
$342K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25K+ 3.06% |
$1.13M - $1.18M
|
842K
$38.5M
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-6.17K- 17.1% |
$279K - $291K
|
29.9K
$1.37M
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.44K- 3.31% |
$155K - $162K
|
101K
$4.6M
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
462+ 519.1% |
$20.9K - $21.8K
|
551
$25.2K
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-37.3K- 4.42% |
$1.68M - $1.76M
|
807K
$36.9M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
37.9M+ 441.96% |
$1.71B - $1.79B
|
46.5M
$2.13B
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.87K+ 93.23% |
$129K - $135K
|
5.94K
$272K
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-109- 0.14% |
$4.92K - $5.15K
|
78.3K
$3.58M
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-190- 42.51% |
$8.58K - $8.97K
|
257
$11.8K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-95- 9.85% |
$4.29K - $4.49K
|
869
$39.7K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
28.5K+ 5.7% |
$1.29M - $1.35M
|
529K
$24.2M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-22- 0.17% |
$994 - $1.04K
|
12.9K
$588K
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.14M- 86.72% |
$142M - $148M
|
480K
$22M
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-102Closed |
$4.61K - $4.82K
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-738- 1.73% |
$33.3K - $34.9K
|
42K
$1.92M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
912+ 210.62% |
$41.2K - $43.1K
|
1.35K
$61.5K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.4K- 14.59% |
$63.1K - $65.9K
|
8.17K
$374K
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
3.51K+ 9.03% |
$158K - $166K
|
42.4K
$1.94M
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.82K+ 100.72% |
$82.3K - $86.1K
|
3.63K
$166K
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
8.99K+ 9.94% |
$406K - $425K
|
99.4K
$4.55M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-813- 38.03% |
$36.7K - $38.4K
|
1.33K
$60.6K
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
553+ 7.25% |
$25K - $26.1K
|
8.18K
$374K
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
286+ 0.89% |
$12.9K - $13.5K
|
32.6K
$1.49M
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
4.42KNew |
$200K - $209K
|
4.42K
$202K
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
12.2KNew |
$552K - $577K
|
12.2K
$558K
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-26.4K- 15.46% |
$1.19M - $1.25M
|
144K
$6.61M
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.09K+ 290.67% |
$49.2K - $51.5K
|
1.47K
$67K
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
98.9KNew |
$4.47M - $4.67M
|
98.9K
$4.52M
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1K+ 14.6% |
$45.2K - $47.2K
|
7.85K
$359K
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-519- 93.18% |
$23.4K - $24.5K
|
38
$1.74K
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
8.73KNew |
$394K - $412K
|
8.73K
$399K
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
5.33K+ 5.25% |
$241K - $252K
|
107K
$4.88M
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-12.7K- 20.05% |
$572K - $599K
|
50.5K
$2.31M
|