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 |
|---|---|---|---|---|---|---|---|
|
Aug 27, 2025
Q4 2024
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
490+ 1.7% |
$22.1K - $23.1K
|
29.4K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
477+ 3.48% |
$21.5K - $22.5K
|
14.2K
$668K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
472+ 2.81% |
$21.3K - $22.3K
|
17.3K
$814K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
462+ 519.1% |
$20.9K - $21.8K
|
551
$26K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
462+ 519.1% |
$20.9K - $21.8K
|
551
$26K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
449+ 2.61% |
$20.3K - $21.2K
|
17.7K
$832K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
447+ 0.24% |
$20.2K - $21.1K
|
183K
$8.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
425+ 0.98% |
$19.2K - $20.1K
|
43.8K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
425+ 6.79% |
$19.2K - $20.1K
|
6.68K
$315K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
407New |
$18.4K - $19.2K
|
407
$19.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
401+ 3.71% |
$18.1K - $18.9K
|
11.2K
$529K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
396+ 5.01% |
$17.9K - $18.7K
|
8.3K
$391K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
390New |
$17.6K - $18.4K
|
390
$18.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
390New |
$17.6K - $18.4K
|
390
$18.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
377+ 3.69% |
$17K - $17.8K
|
10.6K
$499K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
363+ 4.62% |
$16.4K - $17.1K
|
8.22K
$388K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
347+ 4.64% |
$15.7K - $16.4K
|
7.83K
$369K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
347+ 4.64% |
$15.7K - $16.4K
|
7.83K
$369K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
305New |
$13.8K - $14.4K
|
305
$14.4K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
296New |
$13.4K - $14K
|
296
$14K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
286+ 0.89% |
$12.9K - $13.5K
|
32.6K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
259+ 2.24% |
$11.7K - $12.2K
|
11.8K
$557K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
257+ 11.82% |
$11.6K - $12.1K
|
2.43K
$115K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
253New |
$11.4K - $11.9K
|
253
$11.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
252+ 3.35% |
$11.4K - $11.9K
|
7.76K
$366K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
226New |
$10.2K - $10.7K
|
226
$10.7K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
223New |
$10.1K - $10.5K
|
223
$10.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
217+ 0.29% |
$9.8K - $10.2K
|
73.9K
$3.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
209+ 31.05% |
$9.44K - $9.87K
|
882
$41.6K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
208+ 130.82% |
$9.4K - $9.82K
|
367
$17.3K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
200New |
$9.03K - $9.45K
|
200
$9.43K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
195+ 3.58% |
$8.81K - $9.21K
|
5.65K
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
178+ 1.19% |
$8.04K - $8.41K
|
15.2K
$715K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
178+ 6.03% |
$8.04K - $8.41K
|
3.13K
$148K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
175+ 2.81% |
$7.9K - $8.27K
|
6.41K
$302K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
171New |
$7.72K - $8.08K
|
171
$8.06K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
171+ 1.61% |
$7.72K - $8.08K
|
10.8K
$508K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
167+ 759.09% |
$7.54K - $7.89K
|
189
$8.91K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
153+ 1.51% |
$6.91K - $7.23K
|
10.3K
$485K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
146New |
$6.59K - $6.9K
|
146
$6.88K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
141New |
$6.37K - $6.66K
|
141
$6.65K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
141New |
$6.37K - $6.66K
|
141
$6.65K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
135New |
$6.1K - $6.38K
|
135
$6.36K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
128+ 0.55% |
$5.78K - $6.05K
|
23.3K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
120New |
$5.42K - $5.67K
|
120
$5.66K
|
|
|
May 14, 2025
Q4 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
114+ 0.28% |
$5.15K - $5.38K
|
41.1K
$1.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
104+ 0.67% |
$4.7K - $4.91K
|
15.6K
$734K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
103New |
$4.65K - $4.86K
|
103
$4.86K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
100New |
$4.52K - $4.72K
|
100
$4.71K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
99New |
$4.47K - $4.68K
|
99
$4.67K
|