Purchases and Sales Made in Q2 2024 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q2 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 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
138M+ 4807.65% |
$6.11B - $6.33B
|
141M
$6.43B
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.88MNew |
$127M - $132M
|
2.88M
$131M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.25M+ 3.48% |
$99.2M - $103M
|
66.9M
$3.05B
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.83M+ 111.94% |
$80.7M - $83.6M
|
3.46M
$158M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
660K+ 3.57% |
$29.1M - $30.2M
|
19.1M
$871M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
583K+ 9.37% |
$25.7M - $26.7M
|
6.8M
$310M
|
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
489KNew |
$21.6M - $22.4M
|
489K
$22.3M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
457KNew |
$20.2M - $20.9M
|
457K
$20.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
325K+ 4.56% |
$14.3M - $14.8M
|
7.43M
$339M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
300KNew |
$13.2M - $13.7M
|
300K
$13.7M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
269K+ 272.28% |
$11.9M - $12.3M
|
367K
$16.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
241K+ 5.99% |
$10.6M - $11M
|
4.26M
$194M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
241K+ 5.99% |
$10.6M - $11M
|
4.26M
$194M
|
|
|
Aug 05, 2024
Q2 2024
|
Park Avenue Institutional Advisers LLC
|
BUY
|
- |
230K+ 77.83% |
$10.2M - $10.5M
|
526K
$23.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
226KNew |
$10M - $10.4M
|
226K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
208K+ 91.25% |
$9.2M - $9.54M
|
437K
$19.9M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
191K+ 6.08% |
$8.43M - $8.74M
|
3.33M
$152M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
182K+ 68.94% |
$8.04M - $8.33M
|
446K
$20.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
175K+ 3.32% |
$7.73M - $8.01M
|
5.46M
$249M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
164KNew |
$7.25M - $7.52M
|
164K
$7.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
161K+ 13.94% |
$7.12M - $7.37M
|
1.32M
$60M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
156K+ 10.16% |
$6.9M - $7.15M
|
1.69M
$77.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
143K+ 2.95% |
$6.32M - $6.55M
|
5M
$228M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
143KNew |
$6.3M - $6.53M
|
143K
$6.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
127K+ 19.1% |
$5.6M - $5.81M
|
792K
$36.1M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
127K+ 15.5% |
$5.6M - $5.8M
|
945K
$43M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
126K+ 10.11% |
$5.54M - $5.74M
|
1.37M
$62.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
118KNew |
$5.21M - $5.4M
|
118K
$5.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
111KNew |
$4.9M - $5.08M
|
111K
$5.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
107KNew |
$4.74M - $4.91M
|
107K
$4.89M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
95.8K+ 11.62% |
$4.23M - $4.38M
|
920K
$41.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
87.4KNew |
$3.86M - $4M
|
87.4K
$3.98M
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
85.1K+ 133.63% |
$3.76M - $3.89M
|
149K
$6.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
82.5KNew |
$3.64M - $3.78M
|
82.5K
$3.76M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
74.3KNew |
$3.28M - $3.4M
|
74.3K
$3.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
73.2K+ 2.51% |
$3.23M - $3.35M
|
2.99M
$136M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
69.6K+ 4.93% |
$3.07M - $3.18M
|
1.48M
$67.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
64.7K+ 14.98% |
$2.86M - $2.96M
|
497K
$22.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
64.5K+ 33.22% |
$2.85M - $2.95M
|
258K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
60.7K+ 9.79% |
$2.68M - $2.78M
|
680K
$31M
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
54.7K+ 5.4% |
$2.41M - $2.5M
|
1.07M
$48.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
54.1KNew |
$2.39M - $2.48M
|
54.1K
$2.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
50.9K+ 43.55% |
$2.25M - $2.33M
|
168K
$7.63M
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
50.3K+ 18.47% |
$2.22M - $2.3M
|
323K
$14.7M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
50.2KNew |
$2.22M - $2.3M
|
50.2K
$2.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Lincoln National Corp
|
BUY
|
- |
49K+ 1.53% |
$2.17M - $2.24M
|
3.25M
$148M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
47.8K+ 31.6% |
$2.11M - $2.19M
|
199K
$9.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
46.9K+ 557.08% |
$2.07M - $2.15M
|
55.4K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.4K+ 3.5% |
$2.01M - $2.08M
|
1.35M
$61.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
BUY
|
- |
45.4K+ 9.12% |
$2M - $2.08M
|
543K
$24.7M
|