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 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
791+ 21.04% |
$35.3K - $36.8K
|
4.55K
$210K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
754+ 5.11% |
$33.7K - $35.1K
|
15.5K
$715K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
751+ 7.72% |
$33.6K - $34.9K
|
10.5K
$484K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
717+ 1.97% |
$32K - $33.3K
|
37K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
709+ 0.72% |
$31.7K - $33K
|
99.6K
$4.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
680New |
$30.4K - $31.6K
|
680
$31.4K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
674+ 5.24% |
$30.1K - $31.3K
|
13.5K
$624K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
590+ 0.81% |
$26.4K - $27.4K
|
73.7K
$3.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
590New |
$26.4K - $27.4K
|
590
$27.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
575+ 3.6% |
$25.7K - $26.7K
|
16.6K
$763K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
569+ 2.57% |
$25.4K - $26.5K
|
22.7K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
525+ 3.93% |
$23.5K - $24.4K
|
13.9K
$641K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
518+ 1.04% |
$23.1K - $24.1K
|
50.2K
$2.32M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
515New |
$23K - $23.9K
|
515
$23.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
461+ 5.89% |
$20.6K - $21.4K
|
8.28K
$382K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
425+ 138.89% |
$19K - $19.8K
|
731
$33.7K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
422+ 2.71% |
$18.9K - $19.6K
|
16K
$738K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
419+ 5.12% |
$18.7K - $19.5K
|
8.6K
$397K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
413New |
$18.5K - $19.2K
|
413
$19K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
407+ 6.09% |
$18.2K - $18.9K
|
7.09K
$327K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
344New |
$15.4K - $16K
|
344
$15.9K
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
338+ 5.22% |
$15.1K - $15.7K
|
6.82K
$314K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
323+ 14.16% |
$14.4K - $15K
|
2.6K
$120K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
322+ 2.15% |
$14.4K - $15K
|
15.3K
$705K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
293New |
$13.1K - $13.6K
|
293
$13.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
290New |
$13K - $13.5K
|
290
$13.4K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
286+ 5.82% |
$12.8K - $13.3K
|
5.2K
$240K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
286+ 6.83% |
$12.8K - $13.3K
|
4.48K
$206K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
284New |
$12.7K - $13.2K
|
284
$13.1K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
266+ 1.68% |
$11.9K - $12.4K
|
16.1K
$742K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
244+ 3485.71% |
$10.9K - $11.3K
|
251
$11.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
241New |
$10.8K - $11.2K
|
241
$11.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
195+ 1.9% |
$8.71K - $9.07K
|
10.5K
$483K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
164+ 0.57% |
$7.33K - $7.62K
|
29.1K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
150+ 0.19% |
$6.7K - $6.97K
|
80.7K
$3.72M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
126+ 1.33% |
$5.63K - $5.86K
|
9.62K
$443K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
124New |
$5.54K - $5.76K
|
124
$5.72K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
111+ 2.26% |
$4.96K - $5.16K
|
5.02K
$232K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
106+ 1.47% |
$4.74K - $4.93K
|
7.33K
$338K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
95New |
$4.24K - $4.42K
|
95
$4.38K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
95+ 6.44% |
$4.24K - $4.42K
|
1.57K
$72.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
94+ 1.66% |
$4.2K - $4.37K
|
5.74K
$265K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
92New |
$4.11K - $4.28K
|
92
$4.24K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
91+ 9.25% |
$4.07K - $4.23K
|
1.08K
$49.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
76+ 0.98% |
$3.4K - $3.53K
|
7.83K
$361K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
73+ 228.13% |
$3.26K - $3.39K
|
105
$4.84K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
68New |
$3.04K - $3.16K
|
68
$3.14K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
67New |
$2.99K - $3.11K
|
67
$3.09K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
52+ 22.81% |
$2.32K - $2.42K
|
280
$12.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
43+ 0.7% |
$1.92K - $2K
|
6.18K
$285K
|