Purchases and Sales Made in Q1 2024 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD MORTG-BACKED SEC ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.86M+ 2.16% |
$128M - $132M
|
135M
$6.19B
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.26MNew |
$56.6M - $58.3M
|
1.26M
$57.7M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
957K+ 5.47% |
$43M - $44.3M
|
18.5M
$846M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
824KNew |
$37.1M - $38.1M
|
824K
$37.8M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
806K+ 12.79% |
$36.3M - $37.3M
|
7.11M
$326M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
760K+ 5042.85% |
$34.2M - $35.2M
|
775K
$35.5M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
447K+ 115.86% |
$20.1M - $20.7M
|
832K
$38.1M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
378K+ 7.72% |
$17M - $17.5M
|
5.28M
$242M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
315K+ 14.98% |
$14.2M - $14.6M
|
2.42M
$111M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
260KNew |
$11.7M - $12M
|
260K
$11.9M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
260K+ 18.91% |
$11.7M - $12M
|
1.63M
$74.8M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
255K+ 45.35% |
$11.5M - $11.8M
|
818K
$37.5M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
240K+ 6.73% |
$10.8M - $11.1M
|
3.8M
$174M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
201K+ 4.31% |
$9.03M - $9.29M
|
4.85M
$222M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
174K+ 5.75% |
$7.84M - $8.07M
|
3.2M
$147M
|
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
145K+ 97.86% |
$6.52M - $6.71M
|
293K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
141K+ 111.99% |
$6.34M - $6.52M
|
267K
$12.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
138KNew |
$6.22M - $6.4M
|
138K
$6.33M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
133KNew |
$5.99M - $6.17M
|
133K
$6.1M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
127K+ 85.04% |
$5.7M - $5.87M
|
276K
$12.6M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
109KNew |
$4.92M - $5.06M
|
109K
$5.01M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
108K+ 69.36% |
$4.87M - $5.01M
|
264K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
102K+ 8.91% |
$4.57M - $4.7M
|
1.24M
$56.9M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
94K+ 10.23% |
$4.23M - $4.35M
|
1.01M
$46.4M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
89.8K+ 92.58% |
$4.04M - $4.16M
|
187K
$8.56M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
87.8K+ 26.05% |
$3.95M - $4.07M
|
425K
$19.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
87.4K+ 958.09% |
$3.93M - $4.05M
|
96.5K
$4.42M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
83.4K+ 6.86% |
$3.75M - $3.86M
|
1.3M
$59.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
79.1KNew |
$3.56M - $3.66M
|
79.1K
$3.62M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
79K+ 68.69% |
$3.55M - $3.66M
|
194K
$8.89M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
78.8K+ 271.07% |
$3.54M - $3.65M
|
108K
$4.94M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
75K+ 68.34% |
$3.37M - $3.47M
|
185K
$8.46M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
71.6K+ 48.67% |
$3.22M - $3.31M
|
219K
$10M
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
65.2KNew |
$2.93M - $3.02M
|
65.2K
$2.99M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
64.8K+ 5.33% |
$2.92M - $3M
|
1.28M
$58.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
63.3K+ 13.74% |
$2.85M - $2.93M
|
524K
$24M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
62K+ 18.8% |
$2.79M - $2.87M
|
392K
$18M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
61.7K+ 9.5% |
$2.77M - $2.86M
|
711K
$32.6M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
61.1KNew |
$2.75M - $2.83M
|
61.1K
$2.8M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
60.9K+ 10.18% |
$2.74M - $2.82M
|
659K
$30.2M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
58.1K+ 162.13% |
$2.62M - $2.69M
|
94K
$4.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
58K+ 4.29% |
$2.61M - $2.69M
|
1.41M
$64.6M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
54.4KNew |
$2.45M - $2.52M
|
54.4K
$2.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
50.9K+ 10.51% |
$2.29M - $2.36M
|
535K
$24.5M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
42.6K+ 161.97% |
$1.92M - $1.97M
|
69K
$3.16M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
41.5K+ 10.56% |
$1.87M - $1.92M
|
434K
$19.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
40.7KNew |
$1.83M - $1.88M
|
40.7K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
40.3K+ 33.55% |
$1.81M - $1.87M
|
161K
$7.36M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
39.9K+ 28.25% |
$1.79M - $1.85M
|
181K
$8.29M
|
|
|
May 03, 2024
Q1 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
39.4K+ 8.13% |
$1.77M - $1.82M
|
523K
$24M
|