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 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.57K- 29.71% |
$161K - $169K
|
8.45K
$386K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-14.7K- 5.9% |
$663K - $694K
|
234K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
58.2K+ 1.52% |
$2.63M - $2.75M
|
3.9M
$178M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.56K+ 42.75% |
$206K - $215K
|
15.2K
$696K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-26.2K- 13.0% |
$1.18M - $1.24M
|
175K
$8M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
253New |
$11.4K - $11.9K
|
253
$11.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
38+ 3.01% |
$1.72K - $1.79K
|
1.3K
$59.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.37K+ 5.58% |
$107K - $112K
|
44.8K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 3.49% |
$136 - $142
|
89
$4.07K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
87+ 0.24% |
$3.93K - $4.11K
|
36.7K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-61.2K- 37.2% |
$2.77M - $2.89M
|
103K
$4.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.41K- 23.68% |
$109K - $114K
|
7.76K
$355K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
171+ 1.61% |
$7.72K - $8.08K
|
10.8K
$492K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
46.6KNew |
$2.1M - $2.2M
|
46.6K
$2.13M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
296New |
$13.4K - $14K
|
296
$13.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
3.84K+ 32.05% |
$173K - $181K
|
15.8K
$723K
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
20.7K+ 10.62% |
$934K - $977K
|
215K
$9.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.3K- 3.24% |
$1.14M - $1.2M
|
757K
$34.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
20New |
$903 - $945
|
20
$915
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-110K- 94.22% |
$4.96M - $5.18M
|
6.74K
$308K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9.15K+ 1.04% |
$413K - $432K
|
887K
$40.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.77K+ 29.34% |
$80.1K - $83.8K
|
7.82K
$358K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-33- 2.19% |
$1.49K - $1.56K
|
1.48K
$67.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
7.35K+ 2.29% |
$332K - $347K
|
328K
$15M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-518- 1.99% |
$23.4K - $24.5K
|
25.5K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
34.4KNew |
$1.56M - $1.63M
|
34.4K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
44.7K+ 248.44% |
$2.02M - $2.11M
|
62.7K
$2.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.11K- 7.01% |
$50.3K - $52.6K
|
14.8K
$675K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-6.86K- 4.89% |
$310K - $324K
|
133K
$6.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.1MNew |
$140M - $146M
|
3.1M
$142M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
125K+ 172.5% |
$5.67M - $5.92M
|
198K
$9.06M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
135K+ 19.14% |
$6.08M - $6.36M
|
838K
$38.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13.9K+ 6.24% |
$628K - $656K
|
237K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.3K+ 6.78% |
$149K - $156K
|
51.9K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6+ 0.82% |
$271 - $283
|
742
$33.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.64M+ 5824.12% |
$74.2M - $77.5M
|
1.67M
$76.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
259+ 2.24% |
$11.7K - $12.2K
|
11.8K
$540K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
363+ 4.62% |
$16.4K - $17.1K
|
8.22K
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
20.2K+ 29.67% |
$914K - $956K
|
88.5K
$4.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Lincoln National Corp
|
BUY
|
- |
189K+ 5.78% |
$8.54M - $8.93M
|
3.46M
$158M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.03K+ 99.31% |
$227K - $238K
|
10.1K
$462K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
14.8K+ 627.63% |
$669K - $700K
|
17.2K
$785K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.38M- 4.46% |
$243M - $254M
|
115M
$5.27B
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-400- 8.17% |
$18.1K - $18.9K
|
4.49K
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.85KNew |
$83.7K - $87.6K
|
1.85K
$84.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
11.8K+ 11.82% |
$535K - $559K
|
112K
$5.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-499- 8.78% |
$22.5K - $23.6K
|
5.18K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-2.73K- 6.13% |
$123K - $129K
|
41.9K
$1.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-110K- 10.37% |
$4.99M - $5.21M
|
954K
$43.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
100K+ 4.56% |
$4.52M - $4.73M
|
2.3M
$105M
|