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 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1M+ 5.04% |
$44.7M - $46.5M
|
20.9M
$966M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
633KNew |
$28.3M - $29.4M
|
633K
$29.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
536K+ 5358.27% |
$23.9M - $24.9M
|
546K
$25.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
306K+ 8.45% |
$13.7M - $14.2M
|
3.92M
$182M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
226K+ 95.68% |
$10.1M - $10.5M
|
463K
$21.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
181K+ 385.86% |
$8.11M - $8.44M
|
228K
$10.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
152K+ 40.59% |
$6.81M - $7.09M
|
528K
$24.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
147K+ 182.05% |
$6.57M - $6.84M
|
228K
$10.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
114K+ 1697.31% |
$5.11M - $5.32M
|
121K
$5.61M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
110K+ 9.91% |
$4.91M - $5.11M
|
1.22M
$56.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
85.3K+ 721.54% |
$3.81M - $3.96M
|
97.1K
$4.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
68.1K+ 24.22% |
$3.04M - $3.16M
|
349K
$16.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
61.8K+ 31.15% |
$2.76M - $2.87M
|
260K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
58K+ 18.59% |
$2.59M - $2.7M
|
370K
$17.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
57.4K+ 813.24% |
$2.56M - $2.67M
|
64.4K
$2.98M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
54.7KNew |
$2.44M - $2.54M
|
54.7K
$2.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
49K+ 9.03% |
$2.19M - $2.28M
|
592K
$27.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
46.4K+ 4.14% |
$2.08M - $2.16M
|
1.17M
$54.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
45.8K+ 40.4% |
$2.05M - $2.13M
|
159K
$7.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Lincoln National Corp
|
BUY
|
- |
44K+ 1.27% |
$1.97M - $2.05M
|
3.5M
$162M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
40.1K+ 2.96% |
$1.79M - $1.87M
|
1.39M
$64.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
36KNew |
$1.61M - $1.67M
|
36K
$1.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
33.9K+ 15.76% |
$1.52M - $1.58M
|
249K
$11.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.7K+ 3.78% |
$1.33M - $1.38M
|
817K
$37.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
28.7K+ 12.48% |
$1.28M - $1.33M
|
258K
$12M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
27.5K+ 1.72% |
$1.23M - $1.28M
|
1.63M
$75.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
22.9K+ 60.94% |
$1.02M - $1.07M
|
60.6K
$2.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
22K+ 2494.9% |
$983K - $1.02M
|
22.9K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
21.8K+ 7.88% |
$973K - $1.01M
|
298K
$13.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
21K+ 35.48% |
$940K - $978K
|
80.4K
$3.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
20.6K+ 27.35% |
$921K - $958K
|
96K
$4.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
17.8K+ 5.13% |
$795K - $828K
|
365K
$16.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17.1K+ 23.77% |
$765K - $796K
|
89.2K
$4.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
16.6K+ 3.21% |
$744K - $774K
|
535K
$24.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
16.5KNew |
$739K - $769K
|
16.5K
$766K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
16.4K+ 4.55% |
$735K - $765K
|
378K
$17.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.3K+ 53.75% |
$686K - $714K
|
43.9K
$2.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
13.9K+ 7.83% |
$621K - $646K
|
191K
$8.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
13.5K+ 2.43% |
$605K - $629K
|
570K
$26.4M
|
|
|
May 01, 2025
Q1 2025
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
13.4K+ 15.43% |
$597K - $622K
|
100K
$4.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
11.6K+ 9.68% |
$520K - $541K
|
132K
$6.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
11.3K+ 13.12% |
$505K - $525K
|
97.4K
$4.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
10.3K+ 5.41% |
$461K - $479K
|
201K
$9.31M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.74K+ 5.33% |
$435K - $453K
|
193K
$8.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
9.43K+ 10.89% |
$421K - $438K
|
96K
$4.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.38KNew |
$419K - $436K
|
9.38K
$435K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
9.02K+ 2.62% |
$403K - $420K
|
354K
$16.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
8.9KNew |
$398K - $414K
|
8.9K
$412K
|
|
|
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
$385K
|