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 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
6+ 0.44% |
$261 - $281
|
1.38K
$63.1K
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Leuthold Group, LLC
|
BUY
|
- |
178KNew |
$7.89M - $8.75M
|
178K
$8.13M
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
60.4KNew |
$2.68M - $2.98M
|
60.4K
$2.76M
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
8.45KNew |
$375K - $416K
|
8.45K
$387K
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
8.01K+ 93.03% |
$356K - $394K
|
16.6K
$760K
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.73KNew |
$210K - $233K
|
4.73K
$216K
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3.35KNew |
$149K - $165K
|
3.35K
$154K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
3.22KNew |
$143K - $158K
|
3.22K
$147K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.02K+ 95.56% |
$89.9K - $99.7K
|
4.14K
$190K
|
|
|
Nov 10, 2022
Q3 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
921+ 1.42% |
$40.9K - $45.4K
|
65.8K
$3.01M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
640+ 6.07% |
$28.4K - $31.5K
|
11.2K
$512K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
298+ 2.63% |
$13.2K - $14.7K
|
11.6K
$531K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
189New |
$8.39K - $9.31K
|
189
$8.65K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
102+ 2.21% |
$4.53K - $5.03K
|
4.71K
$216K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
87New |
$3.86K - $4.29K
|
87
$3.98K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
84New |
$3.73K - $4.14K
|
84
$3.85K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
55New |
$2.44K - $2.71K
|
55
$2.52K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
36New |
$1.6K - $1.77K
|
36
$1.65K
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
11New |
$489 - $542
|
11
$504
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6+ 0.59% |
$266 - $296
|
1.03K
$47K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
416KNew |
$19.2M - $20.7M
|
416K
$19.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
123KNew |
$5.67M - $6.11M
|
123K
$5.61M
|
|
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
31KNew |
$1.43M - $1.55M
|
31K
$1.42M
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
8.44K+ 17.85% |
$390K - $421K
|
55.7K
$2.55M
|
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5.68KNew |
$263K - $283K
|
5.68K
$260K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
5.6KNew |
$259K - $279K
|
5.6K
$256K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.52KNew |
$209K - $225K
|
4.52K
$207K
|
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
BUY
|
- |
4.47KNew |
$206K - $223K
|
4.47K
$204K
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.45KNew |
$206K - $222K
|
4.45K
$204K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.44KNew |
$113K - $121K
|
2.44K
$112K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
1KNew |
$46.2K - $49.8K
|
1K
$45.8K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
777New |
$35.9K - $38.7K
|
777
$35.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
503New |
$23.3K - $25.1K
|
503
$23K
|
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
459+ 0.53% |
$21.2K - $22.9K
|
87K
$3.98M
|
|
|
Aug 12, 2022
Q2 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
273New |
$12.6K - $13.6K
|
273
$12.5K
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
200New |
$9.25K - $9.97K
|
200
$9.16K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
193+ 193.0% |
$8.92K - $9.62K
|
293
$13.4K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
89New |
$4.11K - $4.43K
|
89
$4.07K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
73New |
$3.37K - $3.64K
|
73
$3.34K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
45New |
$2.08K - $2.24K
|
45
$2.06K
|
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
37New |
$1.71K - $1.84K
|
37
$1.69K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
32New |
$1.48K - $1.59K
|
32
$1.46K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
27New |
$1.25K - $1.35K
|
27
$1.24K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
25New |
$1.16K - $1.25K
|
25
$1.14K
|
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
22+ 0.47% |
$1.02K - $1.1K
|
4.71K
$216K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
40.5KNew |
$2M - $2.13M
|
40.5K
$1.85M
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
26.9KNew |
$1.33M - $1.42M
|
26.9K
$1.23M
|
|
|
May 13, 2022
Q1 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
615+ 13.68% |
$30.5K - $32.4K
|
5.11K
$234K
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
554New |
$27.4K - $29.2K
|
554
$25.4K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
500New |
$24.8K - $26.3K
|
500
$22.9K
|
|