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
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-278Closed |
$12.3K - $12.7K
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-284- 82.8% |
$12.5K - $13K
|
59
$2.69K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-297- 0.09% |
$13.1K - $13.6K
|
323K
$14.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-298- 2.01% |
$13.2K - $13.6K
|
14.6K
$663K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-300- 1.49% |
$13.2K - $13.7K
|
19.9K
$905K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-312- 69.33% |
$13.8K - $14.3K
|
138
$6.29K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-316- 60.19% |
$14K - $14.5K
|
209
$9.52K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-324- 1.43% |
$14.3K - $14.8K
|
22.3K
$1.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-349- 3.54% |
$15.4K - $16K
|
9.51K
$433K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-370- 87.47% |
$16.3K - $16.9K
|
53
$2.41K
|
|
|
Aug 07, 2024
Q2 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-375- 0.56% |
$16.6K - $17.2K
|
66.6K
$3.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-376- 8.3% |
$16.6K - $17.2K
|
4.16K
$189K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-398- 4.76% |
$17.6K - $18.2K
|
7.96K
$363K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-448- 3.02% |
$19.8K - $20.5K
|
14.4K
$656K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-487- 4.94% |
$21.5K - $22.3K
|
9.37K
$427K
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-493- 8.73% |
$21.8K - $22.6K
|
5.15K
$235K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-508- 4.98% |
$22.4K - $23.2K
|
9.69K
$441K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-542- 38.17% |
$23.9K - $24.8K
|
878
$40K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-563Closed |
$24.9K - $25.8K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-585- 0.24% |
$25.8K - $26.8K
|
244K
$11.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-585- 1.01% |
$25.8K - $26.8K
|
57.1K
$2.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-600- 8.96% |
$26.5K - $27.5K
|
6.1K
$278K
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-600- 4.86% |
$26.5K - $27.5K
|
11.8K
$535K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-621- 13.12% |
$27.4K - $28.4K
|
4.11K
$187K
|
|
|
Aug 12, 2024
Q2 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-622- 1.34% |
$27.5K - $28.5K
|
45.6K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-635- 9.14% |
$28K - $29.1K
|
6.31K
$288K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-661- 31.09% |
$29.2K - $30.2K
|
1.47K
$66.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-663- 12.75% |
$29.3K - $30.3K
|
4.54K
$207K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-668- 3.35% |
$29.5K - $30.6K
|
19.3K
$879K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-692- 6.68% |
$30.6K - $31.7K
|
9.67K
$440K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-695- 5.18% |
$30.7K - $31.8K
|
12.7K
$580K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-728- 3.59% |
$32.1K - $33.3K
|
19.6K
$891K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-741- 0.78% |
$32.7K - $33.9K
|
94.1K
$4.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-741- 13.57% |
$32.7K - $33.9K
|
4.72K
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-769- 2.38% |
$34K - $35.2K
|
31.5K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-786- 1.72% |
$34.7K - $36K
|
45K
$2.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-870- 1.82% |
$38.4K - $39.8K
|
47.1K
$2.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-942- 26.07% |
$41.6K - $43.1K
|
2.67K
$122K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-968- 2.02% |
$42.7K - $44.3K
|
46.8K
$2.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-997- 1.99% |
$44K - $45.6K
|
49K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-997- 0.63% |
$44K - $45.6K
|
158K
$7.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.06K- 2.98% |
$46.7K - $48.4K
|
34.4K
$1.57M
|
|
|
Jul 18, 2024
Q2 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.06K- 0.55% |
$46.7K - $48.4K
|
192K
$8.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-1.08K- 1.65% |
$47.6K - $49.4K
|
64.1K
$2.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.08K- 11.64% |
$47.7K - $49.4K
|
8.2K
$373K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.11K- 3.54% |
$48.9K - $50.6K
|
30.2K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.15K- 13.57% |
$50.8K - $52.7K
|
7.33K
$334K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.21K- 3.44% |
$53.4K - $55.3K
|
34K
$1.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
SELL
|
- |
-1.25K- 10.34% |
$55.2K - $57.2K
|
10.8K
$494K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.26K- 4.17% |
$55.8K - $57.8K
|
29K
$1.32M
|