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 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
12K+ 12.81% |
$532K - $551K
|
106K
$4.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
12K+ 6.42% |
$530K - $549K
|
199K
$9.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
12K+ 14.02% |
$528K - $547K
|
97.3K
$4.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
11.9K+ 2.27% |
$525K - $544K
|
535K
$24.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11.3K+ 9.35% |
$500K - $518K
|
132K
$6.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
11.2K+ 6.23% |
$495K - $513K
|
191K
$8.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
11.1K+ 16.02% |
$488K - $506K
|
80K
$3.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10.9K+ 10.01% |
$483K - $501K
|
120K
$5.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10.8KNew |
$476K - $493K
|
10.8K
$491K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.5K+ 3.61% |
$464K - $481K
|
302K
$13.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
10.4KNew |
$459K - $476K
|
10.4K
$474K
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
10.2K+ 5.18% |
$450K - $466K
|
207K
$9.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
10KNew |
$443K - $459K
|
10K
$457K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.94K+ 6.55% |
$439K - $455K
|
162K
$7.36M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.76K+ 4337.33% |
$431K - $446K
|
9.98K
$455K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
9.23K+ 3.97% |
$408K - $422K
|
242K
$11M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9.12K+ 6.08% |
$402K - $417K
|
159K
$7.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
8.79K+ 42.23% |
$388K - $402K
|
29.6K
$1.35M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.78K+ 2.02% |
$388K - $402K
|
443K
$20.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
8.62K+ 14.41% |
$381K - $395K
|
68.5K
$3.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8.34K+ 4.89% |
$368K - $382K
|
179K
$8.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8.16K+ 1320.23% |
$360K - $373K
|
8.78K
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.1K+ 4.07% |
$358K - $371K
|
207K
$9.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.07K+ 4.46% |
$356K - $369K
|
189K
$8.61M
|
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
7.96K+ 2.66% |
$352K - $364K
|
307K
$14M
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
7.96K+ 4.06% |
$351K - $364K
|
204K
$9.29M
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
7.82KNew |
$345K - $358K
|
7.82K
$356K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.72K+ 94.83% |
$341K - $353K
|
15.9K
$722K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.63K+ 24.07% |
$337K - $349K
|
39.3K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
7.34K+ 75.53% |
$324K - $336K
|
17.1K
$777K
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
7.15K+ 22.68% |
$316K - $327K
|
38.7K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.12K+ 44.58% |
$314K - $326K
|
23.1K
$1.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.09K+ 142.25% |
$313K - $325K
|
12.1K
$550K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7.09K+ 4.69% |
$313K - $324K
|
158K
$7.21M
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6.94K+ 4.5% |
$306K - $317K
|
161K
$7.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.92KNew |
$305K - $316K
|
6.92K
$315K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
6.71K+ 20.04% |
$296K - $307K
|
40.2K
$1.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.5KNew |
$287K - $297K
|
6.5K
$296K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.42K+ 7.29% |
$283K - $294K
|
94.5K
$4.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
6.26K+ 9.49% |
$276K - $286K
|
72.3K
$3.29M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.24KNew |
$275K - $285K
|
6.24K
$284K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.15KNew |
$272K - $282K
|
6.15K
$280K
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
6.08K+ 2.04% |
$268K - $278K
|
304K
$13.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
5.93KNew |
$262K - $271K
|
5.93K
$270K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
5.77K+ 9.46% |
$255K - $264K
|
66.8K
$3.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.69K+ 3.54% |
$251K - $260K
|
166K
$7.57M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
5.67K+ 4.35% |
$250K - $259K
|
136K
$6.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.63KNew |
$249K - $258K
|
5.63K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.62K+ 69.31% |
$248K - $257K
|
13.7K
$625K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.44K+ 33.62% |
$240K - $249K
|
21.6K
$984K
|