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 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-293- 10.09% |
$13.2K - $13.8K
|
2.61K
$119K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-300- 5.43% |
$13.6K - $14.2K
|
5.22K
$238K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-351- 82.39% |
$15.9K - $16.6K
|
75
$3.42K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-385- 2.64% |
$17.4K - $18.2K
|
14.2K
$646K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-400- 8.17% |
$18.1K - $18.9K
|
4.49K
$205K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-436- 6.2% |
$19.7K - $20.6K
|
6.59K
$300K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-437- 7.45% |
$19.7K - $20.6K
|
5.43K
$247K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-499- 8.78% |
$22.5K - $23.6K
|
5.18K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-511- 18.41% |
$23.1K - $24.1K
|
2.27K
$103K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-518- 1.99% |
$23.4K - $24.5K
|
25.5K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-654- 9.49% |
$29.5K - $30.9K
|
6.24K
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-707- 9.8% |
$31.9K - $33.4K
|
6.5K
$296K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-717- 39.7% |
$32.4K - $33.9K
|
1.09K
$49.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-744- 0.16% |
$33.6K - $35.1K
|
470K
$21.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-803- 6.64% |
$36.3K - $37.9K
|
11.3K
$514K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
SELL
|
- |
-930- 3.3% |
$42K - $43.9K
|
27.3K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-983- 3.26% |
$44.4K - $46.4K
|
29.1K
$1.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-984- 6.41% |
$44.4K - $46.5K
|
14.4K
$654K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-1.01K- 68.2% |
$45.5K - $47.6K
|
470
$21.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.02K- 11.37% |
$46.3K - $48.4K
|
7.98K
$364K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.11K- 7.01% |
$50.3K - $52.6K
|
14.8K
$672K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.18K- 1.35% |
$53.4K - $55.8K
|
86.1K
$3.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-1.23K- 7.06% |
$55.4K - $57.9K
|
16.2K
$736K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.34K- 2.01% |
$60.7K - $63.4K
|
65.4K
$2.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.57K- 20.99% |
$71K - $74.2K
|
5.92K
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.62K- 14.93% |
$73.1K - $76.5K
|
9.22K
$420K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.67K- 30.74% |
$75.3K - $78.8K
|
3.76K
$171K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1.68K- 25.94% |
$76K - $79.5K
|
4.81K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.81K- 2.96% |
$81.6K - $85.3K
|
59.2K
$2.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.87K- 6.08% |
$84.6K - $88.4K
|
28.9K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.06K- 1.75% |
$93.2K - $97.4K
|
116K
$5.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-2.12K- 28.17% |
$95.9K - $100K
|
5.41K
$247K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.13K- 12.1% |
$96.2K - $101K
|
15.5K
$705K
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-2.15K- 3.27% |
$97.1K - $102K
|
63.7K
$2.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-2.16K- 0.44% |
$97.7K - $102K
|
487K
$22.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2.17K- 34.12% |
$98K - $102K
|
4.19K
$191K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.19K- 1.48% |
$98.8K - $103K
|
146K
$6.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.38K- 3.12% |
$108K - $113K
|
74K
$3.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.41K- 97.02% |
$109K - $114K
|
74
$3.37K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.41K- 23.68% |
$109K - $114K
|
7.76K
$354K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.53K- 37.41% |
$114K - $119K
|
4.23K
$193K
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-2.73K- 6.13% |
$123K - $129K
|
41.9K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.86K- 5.7% |
$129K - $135K
|
47.4K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.91K- 6.28% |
$132K - $138K
|
43.5K
$1.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-3.06K- 13.62% |
$138K - $144K
|
19.4K
$884K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.06K- 3.87% |
$138K - $145K
|
76K
$3.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.12K- 0.99% |
$141K - $147K
|
312K
$14.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-3.19K- 53.53% |
$144K - $150K
|
2.77K
$126K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-3.24K- 31.45% |
$146K - $153K
|
7.05K
$321K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.57K- 29.71% |
$161K - $169K
|
8.45K
$385K
|