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 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
104+ 0.67% |
$4.7K - $4.91K
|
15.6K
$710K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
103New |
$4.65K - $4.86K
|
103
$4.69K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
100New |
$4.52K - $4.72K
|
100
$4.56K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
87+ 0.24% |
$3.93K - $4.11K
|
36.7K
$1.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
85+ 0.82% |
$3.84K - $4.01K
|
10.5K
$478K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
60+ 0.84% |
$2.71K - $2.83K
|
7.22K
$329K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
59+ 1.23% |
$2.67K - $2.79K
|
4.84K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
54New |
$2.44K - $2.55K
|
54
$2.46K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
53+ 2.34% |
$2.39K - $2.5K
|
2.32K
$105K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
42New |
$1.9K - $1.98K
|
42
$1.91K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
40New |
$1.81K - $1.89K
|
40
$1.82K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
38+ 3.01% |
$1.72K - $1.79K
|
1.3K
$59.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
33New |
$1.49K - $1.56K
|
33
$1.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
32New |
$1.45K - $1.51K
|
32
$1.46K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
31+ 52.54% |
$1.4K - $1.46K
|
90
$4.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
27+ 0.42% |
$1.22K - $1.28K
|
6.45K
$294K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.45% |
$994 - $1.04K
|
4.91K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
20New |
$903 - $945
|
20
$911
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13New |
$587 - $614
|
13
$592
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
12+ 0.05% |
$542 - $567
|
24.9K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
9+ 0.12% |
$407 - $425
|
7.41K
$338K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 0.55% |
$361 - $378
|
1.46K
$66.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
8New |
$361 - $378
|
8
$364
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6+ 0.82% |
$271 - $283
|
742
$33.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4+ 0.02% |
$181 - $189
|
18.7K
$852K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 1.34% |
$181 - $189
|
303
$13.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 3.49% |
$136 - $142
|
89
$4.05K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3+ 150.0% |
$136 - $142
|
5
$228
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3New |
$136 - $142
|
3
$137
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 2.0% |
$90.3 - $94.5
|
102
$4.65K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$45.2 - $47.2
|
31.2K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 1.0% |
$45.2 - $47.2
|
101
$4.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.64% |
$45.2 - $47.2
|
158
$7.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-5- 0.08% |
$226 - $236
|
6.61K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-15- 0.17% |
$678 - $708
|
8.66K
$395K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-17- 0.12% |
$768 - $803
|
14.2K
$648K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-19- 0.41% |
$858 - $897
|
4.62K
$210K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20- 0.11% |
$903 - $945
|
19K
$866K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-25- 6.46% |
$1.13K - $1.18K
|
362
$16.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-33- 2.19% |
$1.49K - $1.56K
|
1.48K
$67.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-35- 83.33% |
$1.58K - $1.65K
|
7
$319
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-60- 1.56% |
$2.71K - $2.83K
|
3.78K
$172K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-88- 0.6% |
$3.97K - $4.16K
|
14.5K
$660K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-140- 7.7% |
$6.32K - $6.61K
|
1.68K
$76.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-149- 0.61% |
$6.73K - $7.04K
|
24.2K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-167- 3.3% |
$7.54K - $7.89K
|
4.9K
$223K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-180- 1.47% |
$8.13K - $8.5K
|
12K
$548K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-236- 4.58% |
$10.7K - $11.1K
|
4.91K
$224K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-237- 2.41% |
$10.7K - $11.2K
|
9.6K
$437K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-240- 4.07% |
$10.8K - $11.3K
|
5.66K
$258K
|