Latest Institutional Purchases of Vanguard Mortg Backed Sec ETF (VMBS)
This list provides information on the latest institutional transactions involving Vanguard Mortg Backed Sec ETF (VMBS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
152K+ 40.59% |
$6.81M - $7.09M
|
528K
$24.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
61.8K+ 31.15% |
$2.76M - $2.87M
|
260K
$12M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
17.8K+ 5.13% |
$795K - $828K
|
365K
$16.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
13.5K+ 2.43% |
$605K - $629K
|
570K
$26.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
11.3K+ 13.12% |
$505K - $525K
|
97.4K
$4.51M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.74K+ 5.33% |
$435K - $453K
|
193K
$8.92M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
8.45K+ 7.35% |
$378K - $393K
|
123K
$5.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.29K+ 103662.5% |
$371K - $386K
|
8.3K
$384K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.82K+ 4.42% |
$305K - $317K
|
161K
$7.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6.31K+ 13.55% |
$282K - $293K
|
52.9K
$2.45M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
3.32K+ 4.32% |
$149K - $155K
|
80.2K
$3.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.59K+ 1.34% |
$116K - $120K
|
196K
$9.08M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.17K+ 4.73% |
$97K - $101K
|
48K
$2.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.99K+ 0.62% |
$89.1K - $92.7K
|
326K
$15.1M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
1.91K+ 2.26% |
$85.3K - $88.8K
|
86.6K
$4.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.9K+ 3.57% |
$84.7K - $88.1K
|
55K
$2.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.54K+ 5.13% |
$68.7K - $71.5K
|
31.5K
$1.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
894+ 1.69% |
$39.9K - $41.6K
|
53.8K
$2.49M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
490+ 37.72% |
$21.9K - $22.8K
|
1.79K
$82.8K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
322+ 2.15% |
$14.4K - $15K
|
15.3K
$708K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
222+ 0.05% |
$9.92K - $10.3K
|
481K
$22.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
132+ 0.75% |
$5.9K - $6.14K
|
17.8K
$823K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
70+ 1.39% |
$3.13K - $3.25K
|
5.11K
$237K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
37.9M+ 441.96% |
$1.71B - $1.79B
|
46.5M
$2.15B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.41MNew |
$199M - $208M
|
4.41M
$204M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.18M+ 6.06% |
$189M - $197M
|
73.2M
$3.39B
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.1MNew |
$140M - $146M
|
3.1M
$143M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.56MNew |
$116M - $121M
|
2.56M
$119M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.64M+ 5824.12% |
$74.2M - $77.5M
|
1.67M
$77.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
1.61MNew |
$72.7M - $76M
|
1.61M
$74.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.52M+ 48059.85% |
$68.6M - $71.8M
|
1.52M
$70.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
867K+ 16.73% |
$39.2M - $40.9M
|
6.05M
$280M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
645K+ 14.43% |
$29.1M - $30.5M
|
5.11M
$237M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
615KNew |
$27.8M - $29.1M
|
615K
$28.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
587K+ 41.05% |
$26.5M - $27.7M
|
2.02M
$93.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
566K+ 281.63% |
$25.6M - $26.7M
|
767K
$35.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
474K+ 6.2% |
$21.4M - $22.4M
|
8.12M
$376M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
362K+ 9.06% |
$16.4M - $17.1M
|
4.36M
$202M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
357K+ 10.96% |
$16.1M - $16.9M
|
3.62M
$167M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
237KNew |
$10.7M - $11.2M
|
237K
$11M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
230KNew |
$10.4M - $10.9M
|
230K
$10.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Lincoln National Corp
|
BUY
|
- |
189K+ 5.78% |
$8.54M - $8.93M
|
3.46M
$160M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
186K+ 80.83% |
$8.38M - $8.76M
|
415K
$19.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
141KNew |
$6.38M - $6.67M
|
141K
$6.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
136KNew |
$6.16M - $6.44M
|
136K
$6.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
135K+ 33.09% |
$6.09M - $6.37M
|
543K
$25.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
135K+ 19.14% |
$6.08M - $6.36M
|
838K
$38.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
133KNew |
$6.01M - $6.28M
|
133K
$6.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
127K+ 34.1% |
$5.73M - $5.99M
|
499K
$23.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
127K+ 19.53% |
$5.72M - $5.99M
|
776K
$35.9M
|
|