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 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-4.24K- 2.58% |
$192K - $200K
|
160K
$7.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-5.54K- 3.28% |
$250K - $262K
|
164K
$7.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.01K- 4.15% |
$271K - $284K
|
139K
$6.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.19K- 7.11% |
$279K - $292K
|
80.8K
$3.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-6.86K- 4.89% |
$310K - $324K
|
133K
$6.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-7.31K- 5.57% |
$330K - $345K
|
124K
$5.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-8.25K- 5.29% |
$373K - $390K
|
148K
$6.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.7K- 99.91% |
$393K - $411K
|
8
$364
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.87K- 69.75% |
$401K - $419K
|
3.85K
$175K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9.91K- 7.84% |
$448K - $468K
|
117K
$5.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-11.6K- 69.64% |
$525K - $549K
|
5.06K
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-13K- 16.78% |
$589K - $616K
|
64.7K
$2.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-14.7K- 5.9% |
$663K - $694K
|
234K
$10.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-14.9K- 10.12% |
$673K - $704K
|
132K
$6.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-15.1K- 71.21% |
$683K - $714K
|
6.11K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16.1K- 13.77% |
$725K - $758K
|
101K
$4.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-16.6K- 7.95% |
$749K - $783K
|
192K
$8.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-17.3K- 13.84% |
$782K - $817K
|
108K
$4.91M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17.7K- 32.8% |
$801K - $837K
|
36.3K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-18.3K- 6.21% |
$826K - $864K
|
276K
$12.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-21.7K- 11.49% |
$981K - $1.03M
|
167K
$7.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-23K- 5.16% |
$1.04M - $1.09M
|
424K
$19.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.3K- 3.24% |
$1.14M - $1.2M
|
757K
$34.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-26.2K- 13.0% |
$1.18M - $1.24M
|
175K
$7.97M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-26.6K- 43.74% |
$1.2M - $1.26M
|
34.2K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-27.7K- 78.34% |
$1.25M - $1.31M
|
7.66K
$349K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-30.3K- 9.65% |
$1.37M - $1.43M
|
284K
$12.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-35.5K- 20.27% |
$1.61M - $1.68M
|
140K
$6.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-39.1K- 21.38% |
$1.77M - $1.85M
|
144K
$6.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-55.4K- 16.48% |
$2.5M - $2.62M
|
281K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-61.2K- 37.2% |
$2.77M - $2.89M
|
103K
$4.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-93.8K- 14.98% |
$4.24M - $4.43M
|
532K
$24.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-110K- 94.22% |
$4.96M - $5.18M
|
6.74K
$307K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-110K- 10.37% |
$4.99M - $5.21M
|
954K
$43.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.38M- 4.46% |
$243M - $254M
|
115M
$5.25B
|