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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-227- 3.69% |
$10.2K - $10.8K
|
5.93K
$271K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
54.8K+ 102.22% |
$2.46M - $2.61M
|
108K
$4.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-542- 1.69% |
$24.3K - $25.8K
|
31.6K
$1.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
23.6K+ 43.58% |
$1.06M - $1.12M
|
77.7K
$3.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
594+ 4.13% |
$26.7K - $28.2K
|
15K
$686K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.04K- 30.5% |
$182K - $192K
|
9.21K
$422K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-765- 14.73% |
$34.3K - $36.4K
|
4.43K
$203K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.94K- 41.17% |
$87.2K - $92.4K
|
2.78K
$127K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-930- 28.5% |
$41.8K - $44.2K
|
2.33K
$107K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-128K- 10.71% |
$5.73M - $6.07M
|
1.06M
$48.7M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.67K+ 6.51% |
$165K - $175K
|
60K
$2.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.43K- 7.18% |
$64K - $67.8K
|
18.4K
$844K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.42K+ 21.18% |
$333K - $353K
|
42.4K
$1.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-920- 26.1% |
$41.3K - $43.7K
|
2.61K
$119K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
11.9KNew |
$536K - $568K
|
11.9K
$547K
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
4.51K+ 2.21% |
$203K - $215K
|
209K
$9.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.17K- 2.67% |
$97.6K - $103K
|
79.1K
$3.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
15.3K+ 10.32% |
$689K - $730K
|
164K
$7.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-2.17K- 1.84% |
$97.3K - $103K
|
116K
$5.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
3.63K+ 1.16% |
$163K - $172K
|
315K
$14.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
493+ 2.42% |
$22.1K - $23.4K
|
20.8K
$953K
|
|
|
Nov 04, 2024
Q3 2024
|
Park Avenue Institutional Advisers LLC
|
SELL
|
- |
-113K- 21.42% |
$5.06M - $5.35M
|
413K
$18.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-10.1K- 45.24% |
$453K - $480K
|
12.2K
$559K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
40.7K+ 140.11% |
$1.83M - $1.94M
|
69.8K
$3.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
5.45KNew |
$245K - $259K
|
5.45K
$250K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
22.1K+ 9.15% |
$994K - $1.05M
|
264K
$12.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20.4K+ 5.04% |
$915K - $969K
|
425K
$19.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.51KNew |
$67.7K - $71.7K
|
1.51K
$69K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.32K+ 26.55% |
$284K - $301K
|
30.1K
$1.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.76K+ 2.65% |
$78.9K - $83.6K
|
68.2K
$3.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.78K+ 0.86% |
$125K - $132K
|
326K
$14.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
22.8K+ 2.14% |
$1.03M - $1.09M
|
1.09M
$49.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
51K+ 20.96% |
$2.29M - $2.43M
|
294K
$13.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
208K+ 2.79% |
$9.32M - $9.87M
|
7.64M
$350M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
10+ 0.01% |
$449 - $476
|
78.4K
$3.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.22K+ 6.38% |
$144K - $153K
|
53.6K
$2.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
916+ 6.29% |
$41.1K - $43.6K
|
15.5K
$708K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-161- 2.01% |
$7.23K - $7.66K
|
7.86K
$360K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
3.31K+ 30.31% |
$149K - $157K
|
14.2K
$651K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
22.2K+ 1.02% |
$998K - $1.06M
|
2.2M
$101M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.13K+ 24.82% |
$50.7K - $53.7K
|
5.68K
$260K
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
15.2K+ 9.08% |
$683K - $724K
|
183K
$8.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
23.2K+ 30.71% |
$1.04M - $1.1M
|
98.6K
$4.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
32.4K+ 0.85% |
$1.46M - $1.54M
|
3.84M
$176M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-63- 0.58% |
$2.83K - $3K
|
10.8K
$495K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
577+ 9.13% |
$25.9K - $27.4K
|
6.89K
$316K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.22K+ 5.28% |
$54.9K - $58.1K
|
24.4K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
3.78K+ 1.23% |
$169K - $180K
|
311K
$14.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.35K+ 8.3% |
$60.6K - $64.2K
|
17.6K
$807K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-40- 0.17% |
$1.8K - $1.9K
|
23.6K
$1.08M
|