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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.4K+ 87.93% |
$238K - $247K
|
11.5K
$525K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
5.27K+ 12.93% |
$233K - $241K
|
46.1K
$2.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
5.18KNew |
$229K - $237K
|
5.18K
$236K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.08KNew |
$224K - $233K
|
5.08K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5.08KNew |
$224K - $232K
|
5.08K
$231K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.97KNew |
$219K - $227K
|
4.97K
$226K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
4.82K+ 17.67% |
$213K - $221K
|
32.1K
$1.46M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
4.81K+ 0.68% |
$212K - $220K
|
716K
$32.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.76K+ 2.2% |
$210K - $218K
|
221K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.59K+ 2.81% |
$203K - $210K
|
168K
$7.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.51K+ 15.94% |
$199K - $206K
|
32.8K
$1.49M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.5K+ 11.55% |
$199K - $206K
|
43.4K
$1.98M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
4.47KNew |
$197K - $205K
|
4.47K
$204K
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.46KNew |
$197K - $204K
|
4.46K
$203K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
4.33K+ 1.41% |
$191K - $198K
|
312K
$14.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.32K+ 46.75% |
$191K - $198K
|
13.6K
$618K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.28KNew |
$189K - $196K
|
4.28K
$195K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.27K+ 6.3% |
$189K - $195K
|
72.1K
$3.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.18K+ 5.56% |
$185K - $191K
|
79.5K
$3.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.12K+ 4.82% |
$182K - $188K
|
89.4K
$4.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.01K+ 2.64% |
$177K - $183K
|
156K
$7.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.66KNew |
$162K - $167K
|
3.66K
$167K
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
3.54K+ 2.2% |
$156K - $162K
|
164K
$7.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.51K+ 1.52% |
$155K - $160K
|
233K
$10.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
3.5K+ 2.85% |
$155K - $160K
|
126K
$5.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
3.47K+ 3.32% |
$153K - $159K
|
108K
$4.92M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.4K+ 99.01% |
$150K - $155K
|
6.83K
$311K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.37K+ 0.09% |
$149K - $154K
|
3.81M
$173M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.32K+ 52.19% |
$146K - $152K
|
9.68K
$441K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
3.26K+ 3.18% |
$144K - $149K
|
106K
$4.82M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
3.25K+ 15.87% |
$144K - $149K
|
23.7K
$1.08M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3.25KNew |
$143K - $149K
|
3.25K
$148K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.19K+ 87.59% |
$141K - $146K
|
6.83K
$311K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.11K+ 12.0% |
$137K - $142K
|
29.1K
$1.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.88K+ 2.28% |
$127K - $132K
|
129K
$5.88M
|
|
|
Jul 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.86K+ 3.79% |
$126K - $131K
|
78.2K
$3.56M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.67K+ 6.72% |
$118K - $122K
|
42.4K
$1.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
2.63K+ 1.94% |
$116K - $120K
|
138K
$6.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.63K+ 494.17% |
$116K - $120K
|
3.16K
$144K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
2.51K+ 42.53% |
$111K - $115K
|
8.43K
$384K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2.51K+ 27.73% |
$111K - $115K
|
11.6K
$527K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.51K+ 2.1% |
$111K - $115K
|
122K
$5.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.44KNew |
$108K - $112K
|
2.44K
$111K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.42KNew |
$107K - $111K
|
2.42K
$110K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.33K+ 24.92% |
$103K - $107K
|
11.7K
$532K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.29K+ 21.25% |
$101K - $105K
|
13.1K
$596K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.2K+ 8.42% |
$97K - $100K
|
28.3K
$1.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.1K+ 3.34% |
$92.7K - $96K
|
65K
$2.96M
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.03K+ 44.36% |
$89.7K - $92.9K
|
6.61K
$301K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.01K+ 23.28% |
$88.8K - $92K
|
10.7K
$485K
|