Purchases and Sales Made in Q4 2024 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-813- 38.03% |
$36.7K - $38.4K
|
1.33K
$62.5K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
SELL
|
- |
-930- 3.3% |
$42K - $43.9K
|
27.3K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-983- 3.26% |
$44.4K - $46.4K
|
29.1K
$1.37M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-984- 6.41% |
$44.4K - $46.5K
|
14.4K
$677K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-1.01K- 68.2% |
$45.5K - $47.6K
|
470
$22.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.02K- 11.37% |
$46.3K - $48.4K
|
7.98K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.05K- 13.44% |
$47.6K - $49.7K
|
6.78K
$320K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.08K- 89.99% |
$48.7K - $51K
|
120
$5.66K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.11K- 7.01% |
$50.3K - $52.6K
|
14.8K
$696K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.18K- 1.35% |
$53.4K - $55.8K
|
86.1K
$4.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-1.23K- 7.06% |
$55.4K - $57.9K
|
16.2K
$761K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.3K- 2.26% |
$58.5K - $61.2K
|
56.1K
$2.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.34K- 2.01% |
$60.7K - $63.4K
|
65.4K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.37K- 5.84% |
$62.1K - $64.9K
|
22.2K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.38K- 15.59% |
$62.3K - $65.2K
|
7.47K
$352K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.4K- 14.59% |
$63.1K - $65.9K
|
8.17K
$385K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.57K- 7.53% |
$70.8K - $74.1K
|
19.3K
$908K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.57K- 20.99% |
$71K - $74.2K
|
5.92K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.62K- 14.93% |
$73.1K - $76.5K
|
9.22K
$435K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.67K- 30.74% |
$75.3K - $78.8K
|
3.76K
$177K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1.68K- 25.94% |
$76K - $79.5K
|
4.81K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.81K- 2.96% |
$81.6K - $85.3K
|
59.2K
$2.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.87K- 6.08% |
$84.6K - $88.4K
|
28.9K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.06K- 1.75% |
$93.2K - $97.4K
|
116K
$5.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-2.12K- 28.17% |
$95.9K - $100K
|
5.41K
$255K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.13K- 12.1% |
$96.2K - $101K
|
15.5K
$729K
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-2.15K- 3.27% |
$97.1K - $102K
|
63.7K
$3M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-2.16K- 0.44% |
$97.7K - $102K
|
487K
$23M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2.17K- 34.12% |
$98K - $102K
|
4.19K
$198K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.19K- 1.48% |
$98.8K - $103K
|
146K
$6.87M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.28K- 11.67% |
$103K - $108K
|
17.2K
$813K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.38K- 3.12% |
$108K - $113K
|
74K
$3.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.41K- 97.02% |
$109K - $114K
|
74
$3.49K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.41K- 23.68% |
$109K - $114K
|
7.76K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.45K- 25.05% |
$111K - $116K
|
7.34K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.47K- 2.28% |
$112K - $117K
|
106K
$5M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.53K- 37.41% |
$114K - $119K
|
4.23K
$199K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-2.69K- 0.31% |
$122K - $127K
|
861K
$40.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-2.73K- 6.13% |
$123K - $129K
|
41.9K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.86K- 5.7% |
$129K - $135K
|
47.4K
$2.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.91K- 6.28% |
$132K - $138K
|
43.5K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-3.06K- 13.62% |
$138K - $144K
|
19.4K
$915K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.06K- 3.87% |
$138K - $145K
|
76K
$3.58M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.09K- 7.35% |
$140K - $146K
|
39K
$1.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.12K- 0.99% |
$141K - $147K
|
312K
$14.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-3.19K- 53.53% |
$144K - $150K
|
2.77K
$130K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-3.24K- 31.45% |
$146K - $153K
|
7.05K
$333K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-3.42K- 22.14% |
$154K - $161K
|
12K
$566K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.44K- 3.31% |
$155K - $162K
|
101K
$4.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.57K- 29.71% |
$161K - $169K
|
8.45K
$398K
|