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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
37+ 12.13% |
$1.65K - $1.72K
|
342
$15.8K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
35New |
$1.56K - $1.63K
|
35
$1.61K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
30+ 14.35% |
$1.34K - $1.39K
|
239
$11K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
27+ 6.92% |
$1.21K - $1.26K
|
417
$19.2K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
26New |
$1.16K - $1.21K
|
26
$1.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
23+ 328.57% |
$1.03K - $1.07K
|
30
$1.38K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
22+ 0.28% |
$983 - $1.02K
|
7.79K
$359K
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
20+ 0.1% |
$894 - $930
|
19.4K
$896K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 0.48% |
$760 - $790
|
3.59K
$166K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
17+ 51.52% |
$760 - $790
|
50
$2.31K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
16+ 0.19% |
$715 - $744
|
8.53K
$394K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
11New |
$491 - $511
|
11
$507
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
10New |
$447 - $465
|
10
$461
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9+ 0.57% |
$402 - $418
|
1.58K
$72.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
9New |
$402 - $418
|
9
$415
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.99% |
$44.7 - $46.5
|
102
$4.7K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.1MNew |
$140M - $146M
|
3.1M
$143M
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
1.61MNew |
$72.7M - $76M
|
1.61M
$74.2M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
324K+ 71.86% |
$14.6M - $15.3M
|
775K
$35.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
56.5K+ 37.12% |
$2.55M - $2.67M
|
209K
$9.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
52.2K+ 33.47% |
$2.36M - $2.47M
|
208K
$9.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
42.2K+ 14.33% |
$1.91M - $1.99M
|
337K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
29.6K+ 2.72% |
$1.34M - $1.4M
|
1.12M
$51.7M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
28.2KNew |
$1.27M - $1.33M
|
28.2K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
28.1KNew |
$1.27M - $1.33M
|
28.1K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
27KNew |
$1.22M - $1.27M
|
27K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
21.4K+ 48.05% |
$968K - $1.01M
|
66K
$3.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
21.1K+ 73.91% |
$952K - $996K
|
49.6K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
20KNew |
$903K - $945K
|
20K
$922K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.5K+ 291.23% |
$881K - $921K
|
26.2K
$1.21M
|
|
|
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
14KNew |
$632K - $661K
|
14K
$646K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.2KNew |
$504K - $527K
|
11.2K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
8.95KNew |
$404K - $423K
|
8.95K
$413K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.93KNew |
$404K - $422K
|
8.93K
$412K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
7.93KNew |
$358K - $375K
|
7.93K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7.36K+ 36.63% |
$332K - $347K
|
27.4K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
7.34K+ 9.43% |
$332K - $347K
|
85.2K
$3.93M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.46KNew |
$292K - $305K
|
6.46K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.22K+ 56.01% |
$281K - $294K
|
17.3K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
5.73K+ 16.27% |
$259K - $270K
|
40.9K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.3KNew |
$240K - $250K
|
5.3K
$245K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
4.5KNew |
$203K - $213K
|
4.5K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.49KNew |
$203K - $212K
|
4.49K
$207K
|
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
4.42KNew |
$200K - $209K
|
4.42K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.5K+ 169.59% |
$158K - $165K
|
5.57K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.37K+ 14.33% |
$107K - $112K
|
18.9K
$872K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.11K+ 11.66% |
$95.2K - $99.6K
|
20.2K
$931K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.07KNew |
$93.4K - $97.7K
|
2.07K
$95.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.03K+ 46.27% |
$91.7K - $95.9K
|
6.42K
$296K
|
|