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 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.51K- 9.76% |
$67.5K - $70.2K
|
14K
$644K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.9KNew |
$530K - $552K
|
11.9K
$547K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
419+ 5.12% |
$18.7K - $19.5K
|
8.6K
$397K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-14.3K- 6.06% |
$640K - $666K
|
222K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
4.71K+ 39.24% |
$211K - $219K
|
16.7K
$771K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.51K- 29.19% |
$157K - $163K
|
8.52K
$393K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-288- 3.45% |
$12.9K - $13.4K
|
8.06K
$372K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-97- 34.89% |
$4.33K - $4.51K
|
181
$8.35K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
126+ 1.33% |
$5.63K - $5.86K
|
9.62K
$443K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.33K+ 5.08% |
$149K - $155K
|
68.9K
$3.18M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.49K+ 11.63% |
$66.4K - $69.1K
|
14.3K
$658K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-43.3K- 0.61% |
$1.93M - $2.01M
|
7.01M
$323M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.81KNew |
$170K - $177K
|
3.81K
$176K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
26New |
$1.16K - $1.21K
|
26
$1.2K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
940+ 11.51% |
$42K - $43.7K
|
9.11K
$420K
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-3.35K- 6.97% |
$150K - $156K
|
44.7K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-12K- 28.57% |
$536K - $558K
|
30K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-46.1K- 80.11% |
$2.06M - $2.14M
|
11.4K
$527K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-837- 8.29% |
$37.4K - $38.9K
|
9.26K
$427K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.11M+ 25.11% |
$49.5M - $51.5M
|
5.52M
$254M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 15.38% |
$49.2K - $51.2K
|
6.06K
$280K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-96K- 11.0% |
$4.29M - $4.46M
|
777K
$35.8M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
323+ 14.16% |
$14.4K - $15K
|
2.6K
$120K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
215K+ 3.8% |
$9.62M - $10M
|
5.88M
$271M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
95New |
$4.24K - $4.42K
|
95
$4.38K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
72.2K+ 13.42% |
$3.22M - $3.36M
|
610K
$28.1M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
54.1KNew |
$2.42M - $2.51M
|
54.1K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
12.1K+ 1.5% |
$541K - $563K
|
819K
$37.8M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-846- 62.9% |
$37.8K - $39.3K
|
499
$23K
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
64.2KNew |
$2.87M - $2.99M
|
64.2K
$2.96M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-5.48K- 12.26% |
$245K - $255K
|
39.2K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
95+ 6.44% |
$4.24K - $4.42K
|
1.57K
$72.4K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
344New |
$15.4K - $16K
|
344
$15.9K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.4K+ 3.84% |
$241K - $251K
|
146K
$6.73M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6.86K- 10.49% |
$306K - $319K
|
58.5K
$2.7M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.2M+ 4.72% |
$98.1M - $102M
|
48.7M
$2.25B
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11.9K+ 41.54% |
$531K - $553K
|
40.5K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.6KNew |
$474K - $493K
|
10.6K
$489K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.4KNew |
$466K - $484K
|
10.4K
$481K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-98- 4.03% |
$4.38K - $4.56K
|
2.33K
$108K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-18.2K- 52.9% |
$814K - $847K
|
16.2K
$748K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-4K- 1.22% |
$179K - $186K
|
324K
$14.9M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-423K- 20.96% |
$18.9M - $19.7M
|
1.59M
$73.5M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.05K+ 1.92% |
$91.4K - $95.1K
|
108K
$5M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.03K+ 15.69% |
$46.1K - $48K
|
7.61K
$351K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
1.02K+ 13.71% |
$45.4K - $47.2K
|
8.43K
$389K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-36.9K- 15.69% |
$1.65M - $1.71M
|
198K
$9.14M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.92K- 10.49% |
$175K - $182K
|
33.4K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
103K+ 12.26% |
$4.59M - $4.78M
|
941K
$43.4M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
8.69K+ 11.92% |
$388K - $404K
|
81.6K
$3.76M
|