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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.91K- 4.46% |
$85.9K - $88.4K
|
40.9K
$1.86M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.01K- 26.92% |
$90.5K - $93.1K
|
5.46K
$249K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-2.02K- 17.01% |
$90.9K - $93.6K
|
9.86K
$449K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.2K- 2.19% |
$99.1K - $102K
|
98.6K
$4.49M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.23K- 38.99% |
$100K - $103K
|
3.49K
$159K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.51K- 4.98% |
$113K - $116K
|
47.9K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.55K- 31.26% |
$115K - $118K
|
5.6K
$255K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-2.65K- 86.23% |
$119K - $123K
|
423
$19.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.65K- 8.5% |
$119K - $123K
|
28.5K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.67K- 6.99% |
$120K - $124K
|
35.5K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.74K- 31.9% |
$123K - $127K
|
5.85K
$266K
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-2.83K- 2.63% |
$127K - $131K
|
105K
$4.76M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.9K- 5.59% |
$130K - $134K
|
49K
$2.23M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-3.12K- 1.74% |
$141K - $145K
|
176K
$8.01M
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-3.31K- 21.11% |
$149K - $153K
|
12.4K
$563K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.32K- 11.6% |
$149K - $154K
|
25.3K
$1.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.36K- 28.65% |
$151K - $155K
|
8.36K
$381K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.44K- 93.55% |
$155K - $159K
|
237
$10.8K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.44K- 21.76% |
$155K - $159K
|
12.4K
$563K
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-3.58K- 19.02% |
$161K - $166K
|
15.2K
$694K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-3.66K- 22.33% |
$165K - $169K
|
12.7K
$579K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.74K- 43.8% |
$168K - $173K
|
4.8K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.18K- 20.53% |
$188K - $193K
|
16.2K
$737K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.43K- 29.68% |
$199K - $205K
|
10.5K
$478K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.82K- 20.45% |
$262K - $269K
|
22.6K
$1.03M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-6.39K- 24.25% |
$288K - $296K
|
20K
$909K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-6.44K- 8.09% |
$289K - $298K
|
73.2K
$3.33M
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-7.17K- 9.48% |
$323K - $332K
|
68.5K
$3.12M
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-7.7K- 0.93% |
$346K - $356K
|
823K
$37.5M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-7.98K- 1.69% |
$359K - $370K
|
465K
$21.2M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-8.23K- 4.03% |
$370K - $381K
|
196K
$8.93M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.72K- 1.39% |
$392K - $403K
|
620K
$28.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-8.72K- 14.67% |
$392K - $404K
|
50.7K
$2.31M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-9.22K- 53.23% |
$415K - $427K
|
8.1K
$369K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-9.35K- 1.6% |
$420K - $433K
|
573K
$26.1M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.91K- 10.4% |
$446K - $459K
|
85.3K
$3.89M
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-10K- 39.82% |
$450K - $463K
|
15.1K
$688K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.8K- 6.63% |
$485K - $499K
|
152K
$6.91M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.4K- 5.97% |
$514K - $529K
|
180K
$8.2M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-12.2K- 71.82% |
$550K - $566K
|
4.79K
$218K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-12.4K- 3.7% |
$559K - $576K
|
324K
$14.7M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-14.7K- 0.47% |
$663K - $682K
|
3.14M
$143M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-14.9K- 11.3% |
$669K - $689K
|
117K
$5.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-15.5K- 33.72% |
$699K - $720K
|
30.6K
$1.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-15.6K- 28.95% |
$700K - $721K
|
38.2K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-15.8K- 17.02% |
$713K - $734K
|
77.3K
$3.52M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-16.1K- 61.74% |
$726K - $747K
|
10K
$456K
|
|
|
Apr 19, 2024
Q1 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-16.8K- 64.7% |
$757K - $779K
|
9.18K
$418K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.1K- 1.44% |
$771K - $794K
|
1.17M
$53.5M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-18.6K- 60.9% |
$837K - $861K
|
11.9K
$544K
|