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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-132K- 2.18% |
$5.88M - $6.12M
|
5.92M
$273M
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
754+ 5.11% |
$33.7K - $35.1K
|
15.5K
$715K
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
794+ 7.23% |
$35.5K - $36.9K
|
11.8K
$543K
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-34.5K- 97.84% |
$1.54M - $1.6M
|
761
$35.1K
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
717+ 1.97% |
$32K - $33.3K
|
37K
$1.71M
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
890+ 17.04% |
$39.8K - $41.4K
|
6.11K
$282K
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
11New |
$491 - $511
|
11
$507
|
|
May 07, 2025
Q1 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
20.8K+ 18.64% |
$931K - $969K
|
133K
$6.12M
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
38.2K+ 1.49% |
$1.71M - $1.78M
|
2.6M
$120M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
124New |
$5.54K - $5.76K
|
124
$5.72K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-568- 5.58% |
$25.4K - $26.4K
|
9.62K
$444K
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
11K+ 7.62% |
$490K - $509K
|
155K
$7.13M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
286+ 6.83% |
$12.8K - $13.3K
|
4.48K
$206K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-56.5K- 5.94% |
$2.52M - $2.63M
|
895K
$41.3M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.23KNew |
$234K - $243K
|
5.23K
$241K
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
819+ 12.42% |
$36.6K - $38.1K
|
7.41K
$342K
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
20+ 0.1% |
$894 - $930
|
19.4K
$896K
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
2.25K+ 2.11% |
$101K - $105K
|
109K
$5.03M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.91K+ 19.18% |
$130K - $135K
|
18.1K
$834K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-977- 1.88% |
$43.7K - $45.4K
|
50.9K
$2.35M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
168K+ 19.97% |
$7.51M - $7.81M
|
1.01M
$46.6M
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.53K- 23.53% |
$113K - $118K
|
8.23K
$380K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13K+ 4.72% |
$582K - $606K
|
289K
$13.3M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
15KNew |
$670K - $697K
|
15K
$692K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
177K+ 2.18% |
$7.91M - $8.23M
|
8.29M
$382M
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-989- 20.18% |
$44.2K - $46K
|
3.91K
$180K
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
14.9K+ 6.11% |
$667K - $694K
|
259K
$11.9M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
111+ 2.26% |
$4.96K - $5.16K
|
5.02K
$232K
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14.8K+ 9.84% |
$659K - $686K
|
165K
$7.59M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
53.4K+ 21.36% |
$2.39M - $2.48M
|
304K
$14M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-880- 14.4% |
$39.3K - $40.9K
|
5.23K
$241K
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
18K+ 6.33% |
$806K - $838K
|
303K
$14M
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-283K- 58.88% |
$12.6M - $13.1M
|
197K
$9.11M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9+ 0.57% |
$402 - $418
|
1.58K
$72.7K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-312- 0.78% |
$13.9K - $14.5K
|
39.7K
$1.83M
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
709+ 0.72% |
$31.7K - $33K
|
99.6K
$4.59M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.3K- 4.97% |
$103K - $107K
|
44K
$2.03M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-359- 9.33% |
$16K - $16.7K
|
3.49K
$161K
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.23K- 2.2% |
$189K - $197K
|
188K
$8.69M
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.12K- 79.37% |
$94.7K - $98.6K
|
551
$25.4K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.94K+ 2.21% |
$131K - $137K
|
136K
$6.28M
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
965+ 8.61% |
$43.1K - $44.9K
|
12.2K
$561K
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.39K- 10.27% |
$107K - $111K
|
20.9K
$964K
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
840+ 9.7% |
$37.5K - $39.1K
|
9.5K
$438K
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
407+ 6.09% |
$18.2K - $18.9K
|
7.09K
$327K
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.13K- 20.42% |
$50.5K - $52.5K
|
4.4K
$203K
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.32K- 20.63% |
$148K - $154K
|
12.8K
$589K
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
164+ 0.57% |
$7.33K - $7.62K
|
29.1K
$1.34M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.42K- 18.24% |
$63.3K - $65.8K
|
6.35K
$293K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-11.1K- 1.16% |
$494K - $514K
|
943K
$43.5M
|