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 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.01K+ 7.92% |
$88.8K - $92K
|
27.4K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.99K+ 5.43% |
$88K - $91.2K
|
38.7K
$1.76M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.98KNew |
$87.3K - $90.5K
|
1.98K
$90.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.94K+ 7.29% |
$85.8K - $88.9K
|
28.6K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.84K+ 9.17% |
$81.1K - $84.1K
|
21.9K
$996K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.8K+ 37.96% |
$79.2K - $82.1K
|
6.52K
$297K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
BUY
|
- |
1.78K+ 6.58% |
$78.6K - $81.4K
|
28.8K
$1.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.77K+ 7.47% |
$78.2K - $81K
|
25.5K
$1.16M
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.69K+ 10.18% |
$74.7K - $77.4K
|
18.3K
$834K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.68K+ 639.92% |
$74.3K - $77K
|
1.95K
$88.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.51K+ 6.76% |
$66.5K - $68.9K
|
23.8K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.5KNew |
$66.2K - $68.6K
|
1.5K
$68.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.49K+ 74650.0% |
$65.9K - $68.3K
|
1.5K
$68.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.49K+ 44.38% |
$65.7K - $68.1K
|
4.84K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.31K+ 1.94% |
$57.9K - $60K
|
68.7K
$3.13M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.24K+ 11.59% |
$54.7K - $56.7K
|
11.9K
$543K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.23K+ 10.72% |
$54.2K - $56.2K
|
12.7K
$578K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.2KNew |
$53K - $54.9K
|
1.2K
$54.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.19K+ 3.91% |
$52.4K - $54.3K
|
31.5K
$1.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.19K+ 21.02% |
$52.3K - $54.2K
|
6.82K
$311K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.18KNew |
$52K - $53.8K
|
1.18K
$53.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.13K+ 29.36% |
$50K - $51.8K
|
4.99K
$227K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.13K+ 52.69% |
$49.7K - $51.5K
|
3.26K
$149K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.12K+ 1.71% |
$49.2K - $51K
|
66.5K
$3.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.11K+ 1.43% |
$48.8K - $50.6K
|
78.4K
$3.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.1K+ 3.11% |
$48.7K - $50.4K
|
36.5K
$1.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.03K+ 0.08% |
$45.4K - $47.1K
|
1.28M
$58.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Ht Partners LLC
|
BUY
|
- |
1K+ 6.3% |
$44.3K - $45.9K
|
16.9K
$771K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
968+ 1.98% |
$42.7K - $44.3K
|
49.9K
$2.27M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
916+ 0.87% |
$40.4K - $41.9K
|
106K
$4.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
900+ 9.54% |
$39.7K - $41.2K
|
10.3K
$471K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
861+ 99.54% |
$38K - $39.4K
|
1.73K
$78.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
823+ 1.43% |
$36.3K - $37.7K
|
58.2K
$2.65M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
816+ 15.54% |
$36K - $37.3K
|
6.07K
$276K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
771+ 3.44% |
$34K - $35.3K
|
23.2K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
770+ 13.74% |
$34K - $35.2K
|
6.37K
$290K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
760+ 4.9% |
$33.6K - $34.8K
|
16.3K
$741K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
749+ 9.38% |
$33.1K - $34.3K
|
8.74K
$398K
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
588+ 4.13% |
$26K - $26.9K
|
14.8K
$676K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
585+ 1.81% |
$25.8K - $26.8K
|
32.9K
$1.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
550+ 3666.67% |
$24.3K - $25.2K
|
565
$25.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
549+ 1.34% |
$24.2K - $25.1K
|
41.4K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
548+ 9.37% |
$24.2K - $25.1K
|
6.4K
$291K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
536+ 15.56% |
$23.7K - $24.5K
|
3.98K
$181K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
528+ 1.35% |
$23.3K - $24.2K
|
39.6K
$1.8M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
524+ 0.93% |
$23.1K - $24K
|
56.8K
$2.59M
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
522+ 6.21% |
$23K - $23.9K
|
8.92K
$406K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
452+ 8.3% |
$20K - $20.7K
|
5.9K
$269K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
448+ 11.22% |
$19.8K - $20.5K
|
4.44K
$202K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
430+ 26.09% |
$19K - $19.7K
|
2.08K
$94.7K
|