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 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
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
27New |
$1.19K - $1.24K
|
27
$1.23K
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
21New |
$927 - $961
|
21
$958
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
18New |
$795 - $824
|
18
$821
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
17+ 80.95% |
$751 - $778
|
38
$1.73K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
16+ 228.57% |
$706 - $732
|
23
$1.05K
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
10New |
$442 - $458
|
10
$456
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8New |
$353 - $366
|
8
$365
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1New |
$44.2 - $45.8
|
1
$45.6
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.86M+ 2.16% |
$128M - $132M
|
135M
$6.16B
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
260KNew |
$11.7M - $12M
|
260K
$11.9M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
141K+ 111.99% |
$6.34M - $6.52M
|
267K
$12.2M
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
18.2K+ 1.31% |
$820K - $844K
|
1.41M
$64.1M
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
15.9KNew |
$716K - $737K
|
15.9K
$726K
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
14KNew |
$630K - $648K
|
14K
$638K
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
BUY
|
- |
8.17K+ 2.18% |
$368K - $378K
|
384K
$17.5M
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
7.99KNew |
$359K - $370K
|
7.99K
$364K
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
7.03K+ 70.28% |
$316K - $326K
|
17K
$777K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.66KNew |
$300K - $308K
|
6.66K
$304K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.48KNew |
$291K - $300K
|
6.48K
$295K
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.12KNew |
$275K - $283K
|
6.12K
$279K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
6.1KNew |
$274K - $282K
|
6.1K
$278K
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.2KNew |
$234K - $241K
|
5.2K
$237K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.1KNew |
$230K - $236K
|
5.1K
$233K
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.72KNew |
$212K - $218K
|
4.72K
$215K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.94KNew |
$177K - $182K
|
3.94K
$180K
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
3.06K+ 0.65% |
$138K - $142K
|
477K
$21.8M
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.75KNew |
$124K - $127K
|
2.75K
$125K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.58KNew |
$116K - $120K
|
2.58K
$118K
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.24K+ 2.8% |
$56K - $57.6K
|
45.7K
$2.09M
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.17KNew |
$52.4K - $54K
|
1.17K
$53.2K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
473New |
$21.3K - $21.9K
|
473
$21.6K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
453+ 4.33% |
$20.4K - $21K
|
10.9K
$498K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
400New |
$18K - $18.5K
|
400
$18.2K
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
310+ 236.64% |
$13.9K - $14.3K
|
441
$20.1K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
306New |
$13.8K - $14.2K
|
306
$14K
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
281New |
$12.6K - $13K
|
281
$12.8K
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
231New |
$10.4K - $10.7K
|
231
$10.5K
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
220New |
$9.9K - $10.2K
|
220
$10K
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
190New |
$8.55K - $8.8K
|
190
$8.66K
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
100+ 175.44% |
$4.5K - $4.63K
|
157
$7.16K
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
94+ 56.97% |
$4.23K - $4.35K
|
259
$11.8K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
92New |
$4.14K - $4.26K
|
92
$4.2K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
71New |
$3.19K - $3.29K
|
71
$3.24K
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
66New |
$2.97K - $3.06K
|
66
$3.01K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
50+ 7.2% |
$2.25K - $2.31K
|
744
$33.9K
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
35New |
$1.57K - $1.62K
|
35
$1.6K
|