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 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.85KNew |
$83.7K - $87.6K
|
1.85K
$85.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.82K+ 100.72% |
$82.3K - $86.1K
|
3.63K
$167K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.35KNew |
$60.8K - $63.5K
|
1.35K
$62K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.09K+ 290.67% |
$49.2K - $51.5K
|
1.47K
$67.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.07K+ 19.5% |
$48.2K - $50.4K
|
6.54K
$302K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.03KNew |
$46.4K - $48.6K
|
1.03K
$47.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
818New |
$36.9K - $38.6K
|
818
$37.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
763+ 264.01% |
$34.5K - $36K
|
1.05K
$48.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
732+ 1.94% |
$33.1K - $34.6K
|
38.4K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
462+ 519.1% |
$20.9K - $21.8K
|
551
$25.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
407New |
$18.4K - $19.2K
|
407
$18.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
390New |
$17.6K - $18.4K
|
390
$18K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
296New |
$13.4K - $14K
|
296
$13.7K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
253New |
$11.4K - $11.9K
|
253
$11.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
226New |
$10.2K - $10.7K
|
226
$10.4K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
223New |
$10.1K - $10.5K
|
223
$10.3K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
200New |
$9.03K - $9.45K
|
200
$9.22K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
178+ 6.03% |
$8.04K - $8.41K
|
3.13K
$144K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
175+ 2.81% |
$7.9K - $8.27K
|
6.41K
$295K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
171New |
$7.72K - $8.08K
|
171
$7.89K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
167+ 759.09% |
$7.54K - $7.89K
|
189
$8.72K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
146New |
$6.59K - $6.9K
|
146
$6.73K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
141New |
$6.37K - $6.66K
|
141
$6.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
141New |
$6.37K - $6.66K
|
141
$6.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
135New |
$6.1K - $6.38K
|
135
$6.23K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
120New |
$5.42K - $5.67K
|
120
$5.53K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
103New |
$4.65K - $4.86K
|
103
$4.75K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
100New |
$4.52K - $4.72K
|
100
$4.61K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
99New |
$4.47K - $4.68K
|
99
$4.57K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
59New |
$2.67K - $2.79K
|
59
$2.72K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
59+ 1.23% |
$2.67K - $2.79K
|
4.84K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
56New |
$2.53K - $2.64K
|
56
$2.58K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
54New |
$2.44K - $2.55K
|
54
$2.49K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
42New |
$1.9K - $1.98K
|
42
$1.94K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
40New |
$1.81K - $1.89K
|
40
$1.84K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
38New |
$1.72K - $1.79K
|
38
$1.75K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
36New |
$1.63K - $1.7K
|
36
$1.66K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
24New |
$1.08K - $1.13K
|
24
$1.11K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.45% |
$994 - $1.04K
|
4.91K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
20New |
$903 - $945
|
20
$922
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13New |
$587 - $614
|
13
$600
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 0.55% |
$361 - $378
|
1.46K
$67.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
8New |
$361 - $378
|
8
$369
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3+ 150.0% |
$136 - $142
|
5
$231
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3New |
$136 - $142
|
3
$138
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 2.0% |
$90.3 - $94.5
|
102
$4.7K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.74M+ 102.55% |
$78M - $82.6M
|
3.43M
$158M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
138KNew |
$6.19M - $6.55M
|
138K
$6.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
80KNew |
$3.59M - $3.8M
|
80K
$3.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
66.7KNew |
$3M - $3.17M
|
66.7K
$3.08M
|
|