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 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.64K+ 5.45% |
$73.9K - $77.3K
|
31.7K
$1.44M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
1.34K+ 1.77% |
$60.4K - $63.2K
|
76.9K
$3.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.26K+ 2.16% |
$56.8K - $59.4K
|
59.4K
$2.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.25K+ 0.39% |
$56.4K - $59K
|
324K
$14.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.24K+ 8.39% |
$55.9K - $58.4K
|
16K
$728K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.17K+ 17.73% |
$52.8K - $55.2K
|
7.76K
$353K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.13K+ 3.76% |
$51.1K - $53.4K
|
31.2K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.08K+ 78.81% |
$48.6K - $50.8K
|
2.44K
$111K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.03K+ 2.3% |
$46.5K - $48.6K
|
45.9K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
958+ 8.95% |
$43.3K - $45.2K
|
11.7K
$531K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
826+ 7.96% |
$37.3K - $39K
|
11.2K
$510K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
818New |
$36.9K - $38.6K
|
818
$37.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
800+ 1.1% |
$36.1K - $37.8K
|
73.8K
$3.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
732+ 1.94% |
$33.1K - $34.6K
|
38.4K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
708+ 7.14% |
$32K - $33.4K
|
10.6K
$484K
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
695+ 0.6% |
$31.4K - $32.8K
|
117K
$5.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
654+ 12.97% |
$29.5K - $30.9K
|
5.7K
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
653+ 2.22% |
$29.5K - $30.8K
|
30K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
643+ 5.05% |
$29K - $30.4K
|
13.4K
$609K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
513+ 11.33% |
$23.2K - $24.2K
|
5.04K
$230K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
477+ 3.48% |
$21.5K - $22.5K
|
14.2K
$645K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
472+ 2.81% |
$21.3K - $22.3K
|
17.3K
$787K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
449+ 2.61% |
$20.3K - $21.2K
|
17.7K
$804K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
447+ 0.24% |
$20.2K - $21.1K
|
183K
$8.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
425+ 0.98% |
$19.2K - $20.1K
|
43.8K
$2M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
425+ 6.79% |
$19.2K - $20.1K
|
6.68K
$304K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
396+ 5.01% |
$17.9K - $18.7K
|
8.3K
$378K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
390New |
$17.6K - $18.4K
|
390
$17.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
390New |
$17.6K - $18.4K
|
390
$17.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
377+ 3.69% |
$17K - $17.8K
|
10.6K
$482K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
363+ 4.62% |
$16.4K - $17.1K
|
8.22K
$375K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
347+ 4.64% |
$15.7K - $16.4K
|
7.83K
$357K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
296New |
$13.4K - $14K
|
296
$13.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
259+ 2.24% |
$11.7K - $12.2K
|
11.8K
$538K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
257+ 11.82% |
$11.6K - $12.1K
|
2.43K
$111K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
253New |
$11.4K - $11.9K
|
253
$11.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
252+ 3.35% |
$11.4K - $11.9K
|
7.76K
$354K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
226New |
$10.2K - $10.7K
|
226
$10.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
217+ 0.29% |
$9.8K - $10.2K
|
73.9K
$3.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
209+ 31.05% |
$9.44K - $9.87K
|
882
$40.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
195+ 3.58% |
$8.81K - $9.21K
|
5.65K
$257K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
178+ 1.19% |
$8.04K - $8.41K
|
15.2K
$691K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
171+ 1.61% |
$7.72K - $8.08K
|
10.8K
$490K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
167+ 759.09% |
$7.54K - $7.89K
|
189
$8.61K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
153+ 1.51% |
$6.91K - $7.23K
|
10.3K
$469K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
146New |
$6.59K - $6.9K
|
146
$6.65K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
141New |
$6.37K - $6.66K
|
141
$6.42K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
135New |
$6.1K - $6.38K
|
135
$6.15K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
128+ 0.55% |
$5.78K - $6.05K
|
23.3K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
120New |
$5.42K - $5.67K
|
120
$5.47K
|