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 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-3.68K- 42.14% |
$166K - $174K
|
5.05K
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-4.24K- 2.58% |
$192K - $200K
|
160K
$7.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.38K- 31.71% |
$198K - $207K
|
9.43K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-4.72K- 18.39% |
$213K - $223K
|
21K
$988K
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-5.23K- 1.66% |
$236K - $247K
|
309K
$14.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-5.54K- 3.28% |
$250K - $262K
|
164K
$7.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.01K- 4.15% |
$271K - $284K
|
139K
$6.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-6.17K- 17.1% |
$279K - $291K
|
29.9K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.19K- 7.11% |
$279K - $292K
|
80.8K
$3.81M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-6.7K- 24.58% |
$303K - $317K
|
20.6K
$970K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-6.86K- 4.89% |
$310K - $324K
|
133K
$6.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.87K- 18.64% |
$310K - $324K
|
30K
$1.41M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-6.98K- 59.93% |
$315K - $330K
|
4.67K
$220K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-7.31K- 5.57% |
$330K - $345K
|
124K
$5.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-8.25K- 5.29% |
$373K - $390K
|
148K
$6.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.7K- 99.91% |
$393K - $411K
|
8
$377
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-8.84K- 13.78% |
$399K - $418K
|
55.3K
$2.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.87K- 69.75% |
$401K - $419K
|
3.85K
$181K
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-9.33K- 7.44% |
$421K - $441K
|
116K
$5.47M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.48K- 67.34% |
$428K - $448K
|
4.6K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9.91K- 7.84% |
$448K - $468K
|
117K
$5.5M
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-10.6K- 27.34% |
$477K - $499K
|
28.1K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-10.7K- 19.37% |
$484K - $506K
|
44.6K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-11.6K- 69.64% |
$525K - $549K
|
5.06K
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-12.7K- 20.05% |
$572K - $599K
|
50.5K
$2.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-13K- 16.78% |
$589K - $616K
|
64.7K
$3.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-14.7K- 5.9% |
$663K - $694K
|
234K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.8K- 2.66% |
$670K - $700K
|
543K
$25.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-14.9K- 10.12% |
$673K - $704K
|
132K
$6.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-15.1K- 71.21% |
$683K - $714K
|
6.11K
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.9K- 0.08% |
$718K - $751K
|
19.9M
$936M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16.1K- 13.77% |
$725K - $758K
|
101K
$4.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-16.6K- 7.95% |
$749K - $783K
|
192K
$9.05M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17.3K- 19.29% |
$779K - $815K
|
72.2K
$3.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-17.3K- 13.84% |
$782K - $817K
|
108K
$5.08M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17.7K- 32.8% |
$801K - $837K
|
36.3K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-18.3K- 6.21% |
$826K - $864K
|
276K
$13M
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-21.7K- 11.49% |
$981K - $1.03M
|
167K
$7.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-23K- 5.16% |
$1.04M - $1.09M
|
424K
$20M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.3K- 3.24% |
$1.14M - $1.2M
|
757K
$35.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-26.2K- 13.0% |
$1.18M - $1.24M
|
175K
$8.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-26.4K- 15.46% |
$1.19M - $1.25M
|
144K
$6.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-26.5K- 4.78% |
$1.2M - $1.25M
|
528K
$24.9M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-26.6K- 43.74% |
$1.2M - $1.26M
|
34.2K
$1.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-27.7K- 78.34% |
$1.25M - $1.31M
|
7.66K
$361K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-30.3K- 9.65% |
$1.37M - $1.43M
|
284K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.4K- 2.43% |
$1.37M - $1.43M
|
1.22M
$57.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-35.5K- 20.27% |
$1.61M - $1.68M
|
140K
$6.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-36.8K- 11.75% |
$1.66M - $1.74M
|
276K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-37.3K- 4.42% |
$1.68M - $1.76M
|
807K
$38M
|