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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-39.1K- 21.38% |
$1.77M - $1.85M
|
144K
$6.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-47.3K- 5.14% |
$2.14M - $2.23M
|
873K
$41.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-50K- 40.22% |
$2.26M - $2.36M
|
74.3K
$3.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-55.4K- 16.48% |
$2.5M - $2.62M
|
281K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-56.5K- 15.14% |
$2.55M - $2.67M
|
317K
$14.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-61.2K- 37.2% |
$2.77M - $2.89M
|
103K
$4.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-84.1K- 41.77% |
$3.8M - $3.97M
|
117K
$5.53M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-90K- 10.34% |
$4.07M - $4.25M
|
780K
$36.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-93.8K- 14.98% |
$4.24M - $4.43M
|
532K
$25.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-101K- 29.34% |
$4.58M - $4.79M
|
244K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-110K- 94.22% |
$4.96M - $5.18M
|
6.74K
$318K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-110K- 10.37% |
$4.99M - $5.21M
|
954K
$45M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-144K- 11.39% |
$6.52M - $6.81M
|
1.12M
$52.9M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-186K- 8.07% |
$8.38M - $8.76M
|
2.11M
$99.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-219K- 59.5% |
$9.87M - $10.3M
|
149K
$7.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-244K- 78.26% |
$11M - $11.5M
|
67.9K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-337K- 78.33% |
$15.2M - $15.9M
|
93.2K
$4.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-374K- 96.39% |
$16.9M - $17.7M
|
14K
$660K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-938K- 11.73% |
$42.4M - $44.3M
|
7.06M
$333M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.28M- 57.7% |
$57.8M - $60.4M
|
938K
$44.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.14M- 86.72% |
$142M - $148M
|
480K
$22.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.38M- 4.46% |
$243M - $254M
|
115M
$5.43B
|