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 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
480+ 1200.0% |
$21.6K - $22.2K
|
520
$23.7K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
475+ 5.14% |
$21.4K - $22K
|
9.72K
$443K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
473New |
$21.3K - $21.9K
|
473
$21.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
461New |
$20.7K - $21.3K
|
461
$21K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
453+ 4.33% |
$20.4K - $21K
|
10.9K
$498K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
449+ 1.17% |
$20.2K - $20.8K
|
38.9K
$1.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
447+ 3.24% |
$20.1K - $20.7K
|
14.3K
$649K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
447+ 10.43% |
$20.1K - $20.7K
|
4.73K
$216K
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
441+ 0.64% |
$19.8K - $20.4K
|
69.6K
$3.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
422+ 6.54% |
$19K - $19.5K
|
6.88K
$313K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
416+ 0.28% |
$18.7K - $19.3K
|
151K
$6.89M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
400New |
$18K - $18.5K
|
400
$18.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
399+ 69.76% |
$17.9K - $18.5K
|
971
$44.2K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
385+ 7.32% |
$17.3K - $17.8K
|
5.64K
$257K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
384+ 3.61% |
$17.3K - $17.8K
|
11K
$502K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
383+ 4.04% |
$17.2K - $17.7K
|
9.86K
$449K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
350+ 8.03% |
$15.7K - $16.2K
|
4.71K
$215K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
320+ 13.09% |
$14.4K - $14.8K
|
2.76K
$126K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
BUY
|
- |
313+ 1.55% |
$14.1K - $14.5K
|
20.5K
$933K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
310+ 236.64% |
$13.9K - $14.3K
|
441
$20.1K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
308+ 16.84% |
$13.9K - $14.3K
|
2.14K
$97.3K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
306New |
$13.8K - $14.2K
|
306
$13.9K
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
294+ 5.5% |
$13.2K - $13.6K
|
5.64K
$257K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
292+ 1.54% |
$13.1K - $13.5K
|
19.3K
$879K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
284+ 1.05% |
$12.8K - $13.1K
|
27.3K
$1.24M
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
282+ 3.86% |
$12.7K - $13.1K
|
7.58K
$345K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
281New |
$12.6K - $13K
|
281
$12.8K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
268+ 7.46% |
$12.1K - $12.4K
|
3.86K
$176K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
263New |
$11.8K - $12.2K
|
263
$12K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
250+ 0.5% |
$11.2K - $11.6K
|
50K
$2.28M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
235New |
$10.6K - $10.9K
|
235
$10.7K
|
|
|
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
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
213New |
$9.58K - $9.86K
|
213
$9.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
190New |
$8.55K - $8.8K
|
190
$8.65K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
182+ 1.73% |
$8.19K - $8.42K
|
10.7K
$487K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
166New |
$7.47K - $7.68K
|
166
$7.56K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
162+ 2.96% |
$7.29K - $7.5K
|
5.64K
$257K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
160+ 3.62% |
$7.2K - $7.41K
|
4.58K
$209K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
145+ 4.92% |
$6.52K - $6.71K
|
3.09K
$141K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
142+ 14.2% |
$6.39K - $6.57K
|
1.14K
$52K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
124+ 0.58% |
$5.58K - $5.74K
|
21.4K
$975K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
119+ 1.39% |
$5.35K - $5.51K
|
8.67K
$395K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
116+ 1.36% |
$5.22K - $5.37K
|
8.62K
$392K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
100+ 175.44% |
$4.5K - $4.63K
|
157
$7.15K
|
|
|
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
$4.19K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
90+ 0.45% |
$4.05K - $4.17K
|
20.3K
$925K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
73+ 2.06% |
$3.28K - $3.38K
|
3.62K
$165K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
71New |
$3.19K - $3.29K
|
71
$3.23K
|