Purchases and Sales Made in Q1 2024 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q1 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 |
---|---|---|---|---|---|---|---|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
71New |
$3.19K - $3.29K
|
71
$3.23K
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
66New |
$2.97K - $3.06K
|
66
$3.01K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
63+ 5.44% |
$2.83K - $2.92K
|
1.22K
$55.7K
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
63+ 0.09% |
$2.83K - $2.92K
|
73.6K
$3.35M
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
51+ 3.19% |
$2.29K - $2.36K
|
1.65K
$75.1K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
50+ 7.2% |
$2.25K - $2.31K
|
744
$33.9K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
50New |
$2.25K - $2.31K
|
50
$2.28K
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
44+ 0.1% |
$1.98K - $2.04K
|
45.8K
$2.09M
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
41+ 0.55% |
$1.84K - $1.9K
|
7.5K
$342K
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
35New |
$1.57K - $1.62K
|
35
$1.59K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22+ 0.63% |
$990 - $1.02K
|
3.52K
$160K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22+ 11.06% |
$990 - $1.02K
|
221
$10.1K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
22+ 0.44% |
$990 - $1.02K
|
5.05K
$230K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
21New |
$945 - $972
|
21
$957
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
20New |
$900 - $926
|
20
$911
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
16+ 0.62% |
$720 - $741
|
2.58K
$118K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.43% |
$675 - $694
|
3.49K
$159K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
15+ 60.0% |
$675 - $694
|
40
$1.82K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
14New |
$630 - $648
|
14
$638
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9+ 0.2% |
$405 - $417
|
4.6K
$210K
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.6% |
$135 - $139
|
499
$22.7K
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$90 - $92.6
|
2
$91.1
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.03% |
$90 - $92.6
|
6.35K
$289K
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
1+ 0.01% |
$45 - $46.3
|
6.86K
$313K
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-18- 0.8% |
$810 - $833
|
2.23K
$102K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-25- 7.04% |
$1.12K - $1.16K
|
330
$15K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-26- 5.23% |
$1.17K - $1.2K
|
471
$21.5K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-29- 4.97% |
$1.3K - $1.34K
|
554
$25.2K
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-35- 52.24% |
$1.57K - $1.62K
|
32
$1.46K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-49- 51.58% |
$2.2K - $2.27K
|
46
$2.1K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-57- 3.86% |
$2.56K - $2.64K
|
1.42K
$64.7K
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-112- 0.67% |
$5.04K - $5.18K
|
16.6K
$757K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-121- 94.53% |
$5.44K - $5.6K
|
7
$319
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-126- 1.22% |
$5.67K - $5.83K
|
10.2K
$464K
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-131- 0.25% |
$5.89K - $6.06K
|
51.9K
$2.36M
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-133- 3.43% |
$5.98K - $6.16K
|
3.75K
$171K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-156- 61.9% |
$7.02K - $7.22K
|
96
$4.37K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-161- 7.94% |
$7.24K - $7.45K
|
1.87K
$85.1K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-164- 4.69% |
$7.38K - $7.59K
|
3.33K
$152K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-168- 76.02% |
$7.56K - $7.78K
|
53
$2.41K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-189- 2.23% |
$8.5K - $8.75K
|
8.27K
$377K
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-190- 8.57% |
$8.55K - $8.8K
|
2.03K
$92.3K
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-197- 0.97% |
$8.86K - $9.12K
|
20.2K
$919K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-200- 5.25% |
$9K - $9.26K
|
3.61K
$165K
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-211- 0.27% |
$9.49K - $9.77K
|
77K
$3.51M
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-215- 3.29% |
$9.67K - $9.95K
|
6.31K
$288K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-221Closed |
$9.94K - $10.2K
|
0
$0
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-222- 3.01% |
$9.99K - $10.3K
|
7.15K
$326K
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-225- 3.85% |
$10.1K - $10.4K
|
5.62K
$256K
|