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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
652+ 1.42% |
$29.5K - $30.4K
|
46.6K
$2.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
636+ 0.33% |
$28.7K - $29.6K
|
193K
$8.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
272New |
$12.3K - $12.7K
|
272
$12.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
220+ 2.09% |
$9.94K - $10.3K
|
10.8K
$497K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
133New |
$6.01K - $6.2K
|
133
$6.13K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
99+ 0.1% |
$4.47K - $4.61K
|
95.6K
$4.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
81New |
$3.66K - $3.77K
|
81
$3.74K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
72New |
$3.25K - $3.36K
|
72
$3.32K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
61+ 0.13% |
$2.76K - $2.84K
|
48.7K
$2.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
51+ 14.7% |
$2.31K - $2.38K
|
398
$18.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30+ 93.75% |
$1.36K - $1.4K
|
62
$2.86K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
27New |
$1.22K - $1.26K
|
27
$1.25K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
13+ 1.82% |
$588 - $606
|
726
$33.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3+ 0.05% |
$136 - $140
|
6.64K
$306K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 25.0% |
$45.2 - $46.6
|
5
$231
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.63% |
$45.2 - $46.6
|
160
$7.38K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.2M+ 4.72% |
$98.1M - $102M
|
48.7M
$2.25B
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.11M+ 25.11% |
$49.5M - $51.5M
|
5.52M
$254M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1M+ 5.04% |
$44.7M - $46.5M
|
20.9M
$962M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
536K+ 5358.27% |
$23.9M - $24.9M
|
546K
$25.2M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
435KNew |
$19.4M - $20.2M
|
435K
$20.1M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
309K+ 20.32% |
$13.8M - $14.4M
|
1.83M
$84.5M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
249KNew |
$11.1M - $11.6M
|
249K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
215K+ 3.8% |
$9.62M - $10M
|
5.88M
$271M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
206K+ 33.39% |
$9.18M - $9.55M
|
821K
$37.9M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
199K+ 104.0% |
$8.89M - $9.25M
|
390K
$18M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
181K+ 385.86% |
$8.11M - $8.44M
|
228K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
180K+ 3.52% |
$8.05M - $8.38M
|
5.29M
$244M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
177K+ 2.18% |
$7.91M - $8.23M
|
8.29M
$382M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
175K+ 4.02% |
$7.83M - $8.15M
|
4.54M
$209M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
168K+ 19.97% |
$7.51M - $7.81M
|
1.01M
$46.6M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
147K+ 101.55% |
$6.55M - $6.82M
|
291K
$13.4M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
147K+ 6.93% |
$6.55M - $6.81M
|
2.26M
$104M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
128KNew |
$5.72M - $5.95M
|
128K
$5.9M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
119K+ 226.32% |
$5.34M - $5.55M
|
172K
$7.94M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
110K+ 9.91% |
$4.91M - $5.11M
|
1.22M
$56.2M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
103K+ 12.26% |
$4.59M - $4.78M
|
941K
$43.4M
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
101KNew |
$4.53M - $4.71M
|
101K
$4.67M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
93.8K+ 6.46% |
$4.19M - $4.36M
|
1.55M
$71.3M
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
93.4K+ 22.5% |
$4.17M - $4.34M
|
508K
$23.4M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
81.6KNew |
$3.64M - $3.79M
|
81.6K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
73.9K+ 9.53% |
$3.3M - $3.44M
|
849K
$39.2M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
73.5KNew |
$3.29M - $3.42M
|
73.5K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
72.2K+ 13.42% |
$3.22M - $3.36M
|
610K
$28.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
68.1K+ 24.22% |
$3.04M - $3.16M
|
349K
$16.1M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
64.2KNew |
$2.87M - $2.99M
|
64.2K
$2.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
58K+ 18.59% |
$2.59M - $2.7M
|
370K
$17.1M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
57.4K+ 813.24% |
$2.56M - $2.67M
|
64.4K
$2.97M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
54.7KNew |
$2.44M - $2.54M
|
54.7K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
54.1KNew |
$2.42M - $2.51M
|
54.1K
$2.49M
|
|