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 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
10.9KNew |
$461K - $508K
|
10.9K
$499K
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
10.4KNew |
$441K - $486K
|
10.4K
$478K
|
|
|
Jan 17, 2024
Q4 2023
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
8.56KNew |
$362K - $399K
|
8.56K
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
8.28KNew |
$350K - $386K
|
8.28K
$379K
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
5.19KNew |
$220K - $242K
|
5.19K
$238K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
4.54KNew |
$192K - $212K
|
4.54K
$208K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.36KNew |
$184K - $203K
|
4.36K
$200K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
4.32KNew |
$183K - $201K
|
4.32K
$198K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.66K+ 6.76% |
$112K - $124K
|
42K
$1.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.06KNew |
$87.3K - $96.2K
|
2.06K
$94.6K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
1.31KNew |
$55.5K - $61.2K
|
1.31K
$60.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.25K+ 6.42% |
$52.7K - $58.1K
|
20.7K
$947K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
1.24KNew |
$52.3K - $57.6K
|
1.24K
$56.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.24K+ 8.39% |
$52.3K - $57.6K
|
16K
$732K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
619New |
$26.2K - $28.8K
|
619
$28.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
419New |
$17.7K - $19.5K
|
419
$19.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
366New |
$15.5K - $17.1K
|
366
$16.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
287+ 4.96% |
$12.1K - $13.4K
|
6.08K
$279K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
275New |
$11.6K - $12.8K
|
275
$12.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
262+ 44.63% |
$11.1K - $12.2K
|
849
$38.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
254New |
$10.7K - $11.8K
|
254
$11.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
248+ 2.4% |
$10.5K - $11.6K
|
10.6K
$485K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
200New |
$8.46K - $9.32K
|
200
$9.16K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
156New |
$6.6K - $7.27K
|
156
$7.15K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
146New |
$6.18K - $6.8K
|
146
$6.69K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
145New |
$6.13K - $6.76K
|
145
$6.64K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
119+ 1.14% |
$5.03K - $5.54K
|
10.5K
$483K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
118New |
$4.99K - $5.5K
|
118
$5.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
62New |
$2.62K - $2.89K
|
62
$2.84K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
57New |
$2.41K - $2.66K
|
57
$2.61K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
54New |
$2.28K - $2.52K
|
54
$2.47K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
40New |
$1.69K - $1.86K
|
40
$1.83K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
31New |
$1.31K - $1.44K
|
31
$1.42K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
26+ 19.85% |
$1.1K - $1.21K
|
157
$7.19K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
25New |
$1.06K - $1.16K
|
25
$1.15K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
24New |
$1.02K - $1.12K
|
24
$1.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
24New |
$1.02K - $1.12K
|
24
$1.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
20New |
$846 - $932
|
20
$916
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
18+ 13.04% |
$761 - $839
|
156
$7.15K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 1.55% |
$127 - $140
|
197
$9.03K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.01% |
$42.3 - $46.6
|
11.2K
$513K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
163KNew |
$7.12M - $7.54M
|
163K
$7.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
135K+ 104.46% |
$5.9M - $6.26M
|
265K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
68.3KNew |
$2.98M - $3.16M
|
68.3K
$3.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
42.5K+ 61.89% |
$1.85M - $1.96M
|
111K
$5.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
24.8KNew |
$1.08M - $1.14M
|
24.8K
$1.13M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
15.4KNew |
$670K - $710K
|
15.4K
$704K
|
|
|
Nov 09, 2023
Q3 2023
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
14.5K+ 51.42% |
$632K - $670K
|
42.7K
$1.96M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
8.49KNew |
$370K - $392K
|
8.49K
$389K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
8KNew |
$349K - $370K
|
8K
$367K
|
|