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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
10+ 0.01% |
$449 - $476
|
78.4K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7New |
$314 - $333
|
7
$319
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
7New |
$314 - $333
|
7
$319
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2+ 18.18% |
$89.8 - $95.1
|
13
$593
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.08% |
$44.9 - $47.6
|
1.2K
$54.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 1.01% |
$44.9 - $47.6
|
100
$4.56K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 1.01% |
$44.9 - $47.6
|
100
$4.56K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
1+ 0.01% |
$44.9 - $47.6
|
8.93K
$407K
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
269K+ 272.28% |
$11.9M - $12.3M
|
367K
$16.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
164KNew |
$7.25M - $7.52M
|
164K
$7.49M
|
|
|
Jul 17, 2024
Q2 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
107KNew |
$4.74M - $4.91M
|
107K
$4.89M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
74.3KNew |
$3.28M - $3.4M
|
74.3K
$3.39M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
50.2KNew |
$2.22M - $2.3M
|
50.2K
$2.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
22.8KNew |
$1.01M - $1.04M
|
22.8K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
20.2KNew |
$892K - $925K
|
20.2K
$922K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8.34K+ 4.89% |
$368K - $382K
|
179K
$8.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.5KNew |
$287K - $297K
|
6.5K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
5.93KNew |
$262K - $271K
|
5.93K
$270K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.08KNew |
$224K - $233K
|
5.08K
$232K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.97KNew |
$219K - $227K
|
4.97K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.32K+ 46.75% |
$191K - $198K
|
13.6K
$619K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.27K+ 6.3% |
$189K - $195K
|
72.1K
$3.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
3.47K+ 3.32% |
$153K - $159K
|
108K
$4.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.32K+ 52.19% |
$146K - $152K
|
9.68K
$441K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
3.25K+ 15.87% |
$144K - $149K
|
23.7K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.63K+ 494.17% |
$116K - $120K
|
3.16K
$144K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.42KNew |
$107K - $111K
|
2.42K
$110K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.5KNew |
$66.2K - $68.6K
|
1.5K
$68.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.49K+ 44.38% |
$65.7K - $68.1K
|
4.84K
$221K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.2KNew |
$53K - $54.9K
|
1.2K
$54.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.18KNew |
$52K - $53.8K
|
1.18K
$53.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
861+ 99.54% |
$38K - $39.4K
|
1.73K
$78.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
550+ 3666.67% |
$24.3K - $25.2K
|
565
$25.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
409New |
$18.1K - $18.7K
|
409
$18.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
363New |
$16K - $16.6K
|
363
$16.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
275+ 59.65% |
$12.1K - $12.6K
|
736
$33.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
233New |
$10.3K - $10.7K
|
233
$10.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
159New |
$7.02K - $7.27K
|
159
$7.25K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
159New |
$7.02K - $7.27K
|
159
$7.25K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
143New |
$6.31K - $6.54K
|
143
$6.52K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
130+ 69.52% |
$5.74K - $5.95K
|
317
$14.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
116New |
$5.12K - $5.31K
|
116
$5.29K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
105New |
$4.64K - $4.8K
|
105
$4.79K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
90New |
$3.97K - $4.12K
|
90
$4.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
83New |
$3.66K - $3.8K
|
83
$3.78K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
81+ 65.32% |
$3.58K - $3.71K
|
205
$9.35K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
64New |
$2.83K - $2.93K
|
64
$2.92K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
45+ 21.13% |
$1.99K - $2.06K
|
258
$11.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
44+ 0.64% |
$1.94K - $2.01K
|
6.92K
$316K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
32New |
$1.41K - $1.46K
|
32
$1.46K
|
|