Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-550- 99.82% |
$25K - $25.9K
|
1
$45.7
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-492- 17.9% |
$22.4K - $23.1K
|
2.26K
$103K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-419- 82.81% |
$19.1K - $19.7K
|
87
$3.97K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-401- 8.05% |
$18.2K - $18.9K
|
4.58K
$209K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-369- 4.84% |
$16.8K - $17.4K
|
7.26K
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-204- 14.86% |
$9.28K - $9.6K
|
1.17K
$53.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-73- 2.94% |
$3.32K - $3.43K
|
2.41K
$110K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-52- 1.01% |
$2.37K - $2.45K
|
5.11K
$233K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-14Closed |
$637 - $659
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-10.7K- 19.8% |
$483K - $507K
|
43.3K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.58KClosed |
$297K - $312K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.15K- 51.16% |
$277K - $291K
|
5.87K
$268K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.88K- 11.88% |
$84.7K - $89K
|
13.9K
$636K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-990- 17.87% |
$44.7K - $46.9K
|
4.55K
$208K
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-771- 15.2% |
$34.8K - $36.6K
|
4.3K
$196K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-715- 10.0% |
$32.3K - $33.9K
|
6.43K
$294K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-586- 96.54% |
$26.5K - $27.8K
|
21
$959
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-293- 6.38% |
$13.2K - $13.9K
|
4.3K
$196K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-65- 5.22% |
$2.93K - $3.08K
|
1.18K
$53.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-8- 9.2% |
$361 - $379
|
79
$3.61K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.81M- 97.8% |
$79M - $85M
|
40.7K
$1.86M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-487K- 62.7% |
$21.2M - $22.8M
|
290K
$13.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-171K- 77.38% |
$7.45M - $8.02M
|
50K
$2.28M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-24.7KClosed |
$1.08M - $1.16M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-9.74K- 63.05% |
$425K - $457K
|
5.71K
$261K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.25KClosed |
$273K - $293K
|
0
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.91K- 57.28% |
$257K - $277K
|
4.4K
$201K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4.21K- 40.59% |
$184K - $198K
|
6.17K
$281K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.95K- 97.01% |
$84.8K - $91.2K
|
60
$2.74K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-1.17K- 16.26% |
$51K - $54.9K
|
6.03K
$275K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-434- 0.73% |
$18.9K - $20.4K
|
59.3K
$2.71M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-433- 0.66% |
$18.9K - $20.3K
|
65.1K
$2.97M
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-86- 55.13% |
$3.75K - $4.03K
|
70
$3.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-63- 4.83% |
$2.75K - $2.95K
|
1.24K
$56.7K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.32MClosed |
$58.7M - $65.1M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-62.4KClosed |
$2.77M - $3.08M
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-23.4K- 76.2% |
$1.04M - $1.15M
|
7.3K
$333K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-17.2K- 54.11% |
$762K - $846K
|
14.6K
$665K
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.94K- 22.26% |
$86K - $95.4K
|
6.76K
$309K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-690- 12.67% |
$30.6K - $34K
|
4.76K
$217K
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-249- 2.82% |
$11.1K - $12.3K
|
8.58K
$391K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-123- 75.46% |
$5.46K - $6.06K
|
40
$1.83K
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-89- 1.66% |
$3.95K - $4.39K
|
5.27K
$241K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-436KClosed |
$20.1M - $21.7M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-424KClosed |
$19.6M - $21.1M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-369KClosed |
$17.1M - $18.4M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-128K- 57.56% |
$5.9M - $6.36M
|
94K
$4.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-123KClosed |
$5.7M - $6.15M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-120KClosed |
$5.57M - $6M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-98.8K- 87.15% |
$4.57M - $4.92M
|
14.6K
$665K
|
|