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 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
425+ 13.6% |
$18.8K - $19.4K
|
3.55K
$162K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
410+ 94.91% |
$18.1K - $18.8K
|
842
$38.4K
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
409New |
$18.1K - $18.7K
|
409
$18.6K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
405+ 0.52% |
$17.9K - $18.5K
|
78.6K
$3.58M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
404+ 12.13% |
$17.8K - $18.5K
|
3.73K
$170K
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
383+ 5.11% |
$16.9K - $17.5K
|
7.88K
$359K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
382+ 3.82% |
$16.9K - $17.5K
|
10.4K
$473K
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
376+ 38.72% |
$16.6K - $17.2K
|
1.35K
$61.4K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
363New |
$16K - $16.6K
|
363
$16.5K
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
343+ 5.69% |
$15.1K - $15.7K
|
6.37K
$290K
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
321+ 5.67% |
$14.2K - $14.7K
|
5.98K
$272K
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
275+ 59.65% |
$12.1K - $12.6K
|
736
$33.5K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
259+ 2.71% |
$11.4K - $11.8K
|
9.82K
$447K
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
256New |
$11.3K - $11.7K
|
256
$11.7K
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
255+ 1.09% |
$11.3K - $11.7K
|
23.6K
$1.08M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
233New |
$10.3K - $10.7K
|
233
$10.6K
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
224New |
$9.89K - $10.2K
|
224
$10.2K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
213+ 1.27% |
$9.4K - $9.74K
|
17K
$775K
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
207+ 3.27% |
$9.14K - $9.47K
|
6.54K
$298K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
199+ 0.35% |
$8.79K - $9.1K
|
56.3K
$2.57M
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
192+ 9.48% |
$8.48K - $8.78K
|
2.22K
$101K
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
179+ 8.01% |
$7.9K - $8.19K
|
2.41K
$110K
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
168+ 0.44% |
$7.42K - $7.69K
|
38.4K
$1.75M
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
159New |
$7.02K - $7.27K
|
159
$7.24K
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
159New |
$7.02K - $7.27K
|
159
$7.24K
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
159+ 0.3% |
$7.02K - $7.27K
|
52.5K
$2.39M
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
152+ 168.89% |
$6.71K - $6.95K
|
242
$11K
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
143New |
$6.31K - $6.54K
|
143
$6.51K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
130+ 69.52% |
$5.74K - $5.95K
|
317
$14.4K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
120+ 0.16% |
$5.3K - $5.49K
|
77.1K
$3.51M
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
120+ 1.18% |
$5.3K - $5.49K
|
10.3K
$469K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
118+ 1.99% |
$5.21K - $5.4K
|
6.05K
$275K
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
116New |
$5.12K - $5.31K
|
116
$5.28K
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
105New |
$4.64K - $4.8K
|
105
$4.78K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
97+ 0.64% |
$4.28K - $4.44K
|
15.2K
$691K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
90New |
$3.97K - $4.12K
|
90
$4.1K
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
83New |
$3.66K - $3.8K
|
83
$3.78K
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
81+ 0.51% |
$3.58K - $3.71K
|
16K
$729K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
81+ 65.32% |
$3.58K - $3.71K
|
205
$9.34K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
68+ 0.82% |
$3K - $3.11K
|
8.34K
$380K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
64New |
$2.83K - $2.93K
|
64
$2.92K
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
47+ 146.88% |
$2.08K - $2.15K
|
79
$3.6K
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
45+ 21.13% |
$1.99K - $2.06K
|
258
$11.8K
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
44+ 0.64% |
$1.94K - $2.01K
|
6.92K
$315K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
34+ 485.71% |
$1.5K - $1.56K
|
41
$1.87K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
34+ 0.97% |
$1.5K - $1.56K
|
3.53K
$161K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
33New |
$1.46K - $1.51K
|
33
$1.5K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
32New |
$1.41K - $1.46K
|
32
$1.46K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
29+ 0.57% |
$1.28K - $1.33K
|
5.07K
$231K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
28New |
$1.24K - $1.28K
|
28
$1.28K
|