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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
20.2K+ 29.67% |
$914K - $956K
|
88.5K
$4.09M
|
|
Feb 13, 2025
Q4 2024
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
20KNew |
$903K - $945K
|
20K
$924K
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
19.9K+ 37.54% |
$898K - $939K
|
72.9K
$3.37M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
19.5KNew |
$881K - $921K
|
19.5K
$902K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.5K+ 291.23% |
$881K - $921K
|
26.2K
$1.21M
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
19.1KNew |
$864K - $904K
|
19.1K
$884K
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
19K+ 64.16% |
$859K - $898K
|
48.6K
$2.25M
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
18.9K+ 4.44% |
$852K - $891K
|
444K
$20.5M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.8K+ 9.81% |
$849K - $888K
|
210K
$9.73M
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
18.4K+ 5.63% |
$829K - $867K
|
345K
$15.9M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
17.8K+ 7.65% |
$803K - $840K
|
250K
$11.6M
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
17.6K+ 5.35% |
$796K - $832K
|
347K
$16M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
17.3KNew |
$779K - $815K
|
17.3K
$798K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
17K+ 14.58% |
$770K - $805K
|
134K
$6.19M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.8K+ 142.08% |
$757K - $792K
|
28.6K
$1.32M
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
16.7K+ 2.91% |
$755K - $789K
|
590K
$27.3M
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.6KNew |
$750K - $784K
|
16.6K
$767K
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
16.5KNew |
$744K - $778K
|
16.5K
$762K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.1K+ 1.2% |
$726K - $759K
|
1.35M
$62.6M
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
15.8KNew |
$715K - $748K
|
15.8K
$732K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
15.4KNew |
$696K - $728K
|
15.4K
$712K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
15.4KNew |
$695K - $727K
|
15.4K
$711K
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
14.9K+ 8.68% |
$672K - $702K
|
186K
$8.6M
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
14.8K+ 627.63% |
$669K - $700K
|
17.2K
$794K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13.9K+ 6.24% |
$628K - $656K
|
237K
$10.9M
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
13.5K+ 59.19% |
$610K - $638K
|
36.3K
$1.68M
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
13.4KNew |
$606K - $634K
|
13.4K
$620K
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
13.3K+ 6.34% |
$601K - $628K
|
223K
$10.3M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
13.2K+ 5.09% |
$597K - $624K
|
273K
$12.6M
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
13.2K+ 13.35% |
$595K - $622K
|
112K
$5.17M
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
13K+ 18.32% |
$586K - $613K
|
83.8K
$3.88M
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
12.9KNew |
$581K - $608K
|
12.9K
$595K
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
12.9K+ 7.8% |
$581K - $607K
|
178K
$8.21M
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
12.8K+ 6.53% |
$576K - $603K
|
208K
$9.62M
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
12.4K+ 8.75% |
$562K - $588K
|
155K
$7.14M
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
12.4K+ 6.87% |
$562K - $587K
|
194K
$8.95M
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
12.2KNew |
$552K - $577K
|
12.2K
$564K
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
11.8K+ 11.82% |
$535K - $559K
|
112K
$5.18M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.4K+ 3.56% |
$517K - $540K
|
333K
$15.4M
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.4K+ 25.78% |
$514K - $538K
|
55.5K
$2.57M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
11.2K+ 13.42% |
$504K - $527K
|
94.3K
$4.36M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.2KNew |
$504K - $527K
|
11.2K
$515K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.1K+ 80.7% |
$500K - $523K
|
24.8K
$1.15M
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
11KNew |
$496K - $519K
|
11K
$508K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.8K+ 15.43% |
$486K - $509K
|
80.5K
$3.72M
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10.7K+ 6.52% |
$485K - $507K
|
175K
$8.1M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.5K+ 77.14% |
$473K - $495K
|
24K
$1.11M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.2KNew |
$460K - $481K
|
10.2K
$471K
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
10KNew |
$452K - $472K
|
10K
$462K
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
9.38K+ 6.61% |
$424K - $443K
|
151K
$6.99M
|