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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
37.9M+ 441.96% |
$1.71B - $1.79B
|
46.5M
$2.13B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.41MNew |
$199M - $208M
|
4.41M
$202M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.18M+ 6.06% |
$189M - $197M
|
73.2M
$3.35B
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.1MNew |
$140M - $146M
|
3.1M
$142M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.56MNew |
$116M - $121M
|
2.56M
$117M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.64M+ 5824.12% |
$74.2M - $77.5M
|
1.67M
$76.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.52M+ 48059.85% |
$68.6M - $71.8M
|
1.52M
$69.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
867K+ 16.73% |
$39.2M - $40.9M
|
6.05M
$277M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
645K+ 14.43% |
$29.1M - $30.5M
|
5.11M
$234M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
615KNew |
$27.8M - $29.1M
|
615K
$28.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
587K+ 41.05% |
$26.5M - $27.7M
|
2.02M
$92.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
566K+ 281.63% |
$25.6M - $26.7M
|
767K
$35.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
490K+ 63.05% |
$22.1M - $23.1M
|
1.27M
$57.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
474K+ 6.2% |
$21.4M - $22.4M
|
8.12M
$371M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
362K+ 9.06% |
$16.4M - $17.1M
|
4.36M
$199M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
357K+ 10.96% |
$16.1M - $16.9M
|
3.62M
$165M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
237KNew |
$10.7M - $11.2M
|
237K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Lincoln National Corp
|
BUY
|
- |
189K+ 5.78% |
$8.54M - $8.93M
|
3.46M
$158M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
186K+ 80.83% |
$8.38M - $8.76M
|
415K
$19M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
141KNew |
$6.38M - $6.67M
|
141K
$6.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
136KNew |
$6.16M - $6.44M
|
136K
$6.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
135K+ 33.09% |
$6.09M - $6.37M
|
543K
$24.8M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
135K+ 19.14% |
$6.08M - $6.36M
|
838K
$38.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
133KNew |
$6.01M - $6.28M
|
133K
$6.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
127K+ 34.1% |
$5.73M - $5.99M
|
499K
$22.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
127K+ 19.53% |
$5.72M - $5.99M
|
776K
$35.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
125K+ 172.5% |
$5.67M - $5.92M
|
198K
$9.06M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
106KNew |
$4.8M - $5.02M
|
106K
$4.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
100K+ 4.56% |
$4.52M - $4.73M
|
2.3M
$105M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
98.9KNew |
$4.47M - $4.67M
|
98.9K
$4.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
86.6KNew |
$3.91M - $4.09M
|
86.6K
$3.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
82.2K+ 14.89% |
$3.72M - $3.88M
|
635K
$29M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
81.5KNew |
$3.68M - $3.85M
|
81.5K
$3.73M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
80.3K+ 7.81% |
$3.63M - $3.79M
|
1.11M
$50.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
79.2KNew |
$3.58M - $3.74M
|
79.2K
$3.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
74.7K+ 71.22% |
$3.37M - $3.53M
|
179K
$8.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
72.3KNew |
$3.27M - $3.42M
|
72.3K
$3.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
68.3K+ 205.35% |
$3.08M - $3.22M
|
102K
$4.64M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
64.4K+ 24.18% |
$2.91M - $3.04M
|
331K
$15.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
58.2K+ 1.52% |
$2.63M - $2.75M
|
3.9M
$178M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
57.9K+ 5.8% |
$2.61M - $2.73M
|
1.06M
$48.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
57.4K+ 5.1% |
$2.59M - $2.71M
|
1.18M
$54.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
56.5K+ 37.12% |
$2.55M - $2.67M
|
209K
$9.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
54.6KNew |
$2.47M - $2.58M
|
54.6K
$2.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
53.1KNew |
$2.4M - $2.51M
|
53.1K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
52.2K+ 33.47% |
$2.36M - $2.47M
|
208K
$9.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
50KNew |
$2.26M - $2.36M
|
50K
$2.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
50K+ 304.14% |
$2.26M - $2.36M
|
66.4K
$3.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
49.8KNew |
$2.25M - $2.35M
|
49.8K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
49K+ 256.97% |
$2.21M - $2.32M
|
68.1K
$3.11M
|