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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-9.33K- 7.44% |
$421K - $441K
|
116K
$5.37M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.48K- 67.34% |
$428K - $448K
|
4.6K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9.91K- 7.84% |
$448K - $468K
|
117K
$5.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-10.7K- 19.37% |
$484K - $506K
|
44.6K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-11.6K- 69.64% |
$525K - $549K
|
5.06K
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-12.7K- 20.05% |
$572K - $599K
|
50.5K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-13K- 16.78% |
$589K - $616K
|
64.7K
$2.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-14.7K- 5.9% |
$663K - $694K
|
234K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.8K- 2.66% |
$670K - $700K
|
543K
$25.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-14.9K- 10.12% |
$673K - $704K
|
132K
$6.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-15.1K- 71.21% |
$683K - $714K
|
6.11K
$283K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.9K- 0.08% |
$718K - $751K
|
19.9M
$918M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16.1K- 13.77% |
$725K - $758K
|
101K
$4.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-16.6K- 7.95% |
$749K - $783K
|
192K
$8.87M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17.3K- 19.29% |
$779K - $815K
|
72.2K
$3.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-17.3K- 13.84% |
$782K - $817K
|
108K
$4.98M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17.7K- 32.8% |
$801K - $837K
|
36.3K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-18.3K- 6.21% |
$826K - $864K
|
276K
$12.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-21.7K- 11.49% |
$981K - $1.03M
|
167K
$7.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-23K- 5.16% |
$1.04M - $1.09M
|
424K
$19.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.3K- 3.24% |
$1.14M - $1.2M
|
757K
$35M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-26.2K- 13.0% |
$1.18M - $1.24M
|
175K
$8.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-26.4K- 15.46% |
$1.19M - $1.25M
|
144K
$6.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-26.5K- 4.78% |
$1.2M - $1.25M
|
528K
$24.4M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-26.6K- 43.74% |
$1.2M - $1.26M
|
34.2K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-27.7K- 78.34% |
$1.25M - $1.31M
|
7.66K
$354K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-30.3K- 9.65% |
$1.37M - $1.43M
|
284K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.4K- 2.43% |
$1.37M - $1.43M
|
1.22M
$56.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-35.5K- 20.27% |
$1.61M - $1.68M
|
140K
$6.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-36.8K- 11.75% |
$1.66M - $1.74M
|
276K
$12.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-37.3K- 4.42% |
$1.68M - $1.76M
|
807K
$37.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-39.1K- 21.38% |
$1.77M - $1.85M
|
144K
$6.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-47.3K- 5.14% |
$2.14M - $2.23M
|
873K
$40.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-50K- 40.22% |
$2.26M - $2.36M
|
74.3K
$3.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-55.4K- 16.48% |
$2.5M - $2.62M
|
281K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-56.5K- 15.14% |
$2.55M - $2.67M
|
317K
$14.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-61.2K- 37.2% |
$2.77M - $2.89M
|
103K
$4.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-84.1K- 41.77% |
$3.8M - $3.97M
|
117K
$5.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-93.8K- 14.98% |
$4.24M - $4.43M
|
532K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-101K- 29.34% |
$4.58M - $4.79M
|
244K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-110K- 94.22% |
$4.96M - $5.18M
|
6.74K
$311K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-110K- 10.37% |
$4.99M - $5.21M
|
954K
$44.1M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-144K- 11.39% |
$6.52M - $6.81M
|
1.12M
$51.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-219K- 59.5% |
$9.87M - $10.3M
|
149K
$6.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-244K- 78.26% |
$11M - $11.5M
|
67.9K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-337K- 78.33% |
$15.2M - $15.9M
|
93.2K
$4.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-374K- 96.39% |
$16.9M - $17.7M
|
14K
$647K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-938K- 11.73% |
$42.4M - $44.3M
|
7.06M
$326M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.28M- 57.7% |
$57.8M - $60.4M
|
938K
$43.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.14M- 86.72% |
$142M - $148M
|
480K
$22.2M
|