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 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.24K+ 159.03% |
$101K - $104K
|
3.64K
$166K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.23K+ 5.95% |
$100K - $103K
|
39.7K
$1.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
2.13K+ 0.72% |
$95.6K - $98.4K
|
298K
$13.6M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.09K+ 3.62% |
$94.1K - $96.9K
|
59.9K
$2.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.01K+ 0.98% |
$90.4K - $93K
|
207K
$9.41M
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
2KNew |
$90K - $92.6K
|
2K
$91.1K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.96K+ 2.58% |
$87.9K - $90.5K
|
77.7K
$3.54M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.93K+ 10.2% |
$86.7K - $89.2K
|
20.8K
$948K
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
1.92K+ 1.95% |
$86.5K - $89K
|
100K
$4.57M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.92K+ 3.5% |
$86.5K - $89K
|
56.8K
$2.59M
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
1.8K+ 1.78% |
$80.8K - $83.1K
|
103K
$4.67M
|
|
|
May 01, 2024
Q1 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.75K+ 6.14% |
$78.8K - $81.1K
|
30.3K
$1.38M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.72K+ 99.42% |
$77.2K - $79.5K
|
3.44K
$157K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.69K+ 5.72% |
$76.2K - $78.4K
|
31.3K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.57K+ 8.52% |
$70.8K - $72.8K
|
20K
$913K
|
|
|
Apr 18, 2024
Q1 2024
|
Ht Partners LLC
|
BUY
|
- |
1.56K+ 10.82% |
$70K - $72K
|
15.9K
$726K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.48K+ 21.18% |
$66.7K - $68.6K
|
8.48K
$386K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.43K+ 10.48% |
$64.4K - $66.2K
|
15.1K
$687K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.37K+ 2.49% |
$61.6K - $63.4K
|
56.3K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.32K+ 22.86% |
$59.2K - $61K
|
7.08K
$322K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.24K+ 2.8% |
$56K - $57.6K
|
45.7K
$2.08M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.22K+ 1.0% |
$55K - $56.6K
|
123K
$5.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.2K+ 62.64% |
$54.2K - $55.7K
|
3.13K
$142K
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
1.19K+ 0.4% |
$53.4K - $54.9K
|
299K
$13.6M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.17KNew |
$52.4K - $54K
|
1.17K
$53.1K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.13K+ 6.94% |
$50.6K - $52.1K
|
17.3K
$790K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
1.11K+ 15.22% |
$49.9K - $51.4K
|
8.4K
$383K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.1K+ 7.41% |
$49.4K - $50.9K
|
15.9K
$725K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.1K+ 1.48% |
$49.3K - $50.8K
|
75.3K
$3.43M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.09K+ 3.68% |
$49.2K - $50.6K
|
30.8K
$1.4M
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.09K+ 1.46% |
$48.8K - $50.2K
|
75.4K
$3.43M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1.03K+ 29.49% |
$46.4K - $47.8K
|
4.53K
$206K
|
|
|
May 13, 2024
Q1 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
997+ 0.63% |
$44.8K - $46.2K
|
159K
$7.22M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
937+ 0.79% |
$42.1K - $43.4K
|
119K
$5.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
898+ 2.57% |
$40.4K - $41.6K
|
35.8K
$1.63M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
862+ 11.23% |
$38.8K - $39.9K
|
8.54K
$389K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
859+ 6.14% |
$38.6K - $39.8K
|
14.8K
$676K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
800New |
$36K - $37K
|
800
$36.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
783+ 29.56% |
$35.2K - $36.2K
|
3.43K
$156K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
701+ 1.49% |
$31.5K - $32.4K
|
47.8K
$2.18M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
688+ 1.98% |
$30.9K - $31.8K
|
35.4K
$1.61M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
661+ 2.91% |
$29.7K - $30.6K
|
23.4K
$1.06M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
644+ 2.55% |
$29K - $29.8K
|
25.9K
$1.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
641+ 8.48% |
$28.8K - $29.7K
|
8.2K
$373K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
634+ 6.14% |
$28.5K - $29.3K
|
11K
$500K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
624+ 11.77% |
$28.1K - $28.9K
|
5.93K
$270K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
606+ 2.33% |
$27.3K - $28.1K
|
26.7K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
547+ 2.41% |
$24.6K - $25.3K
|
23.3K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
524+ 5.74% |
$23.6K - $24.3K
|
9.65K
$440K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
482+ 8.69% |
$21.7K - $22.3K
|
6.03K
$275K
|