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 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
9.17K+ 12.26% |
$414K - $433K
|
83.9K
$3.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9.15K+ 1.04% |
$413K - $432K
|
887K
$41M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
8.99K+ 9.94% |
$406K - $425K
|
99.4K
$4.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
8.95KNew |
$404K - $423K
|
8.95K
$414K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.93KNew |
$404K - $422K
|
8.93K
$413K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
8.93KNew |
$403K - $422K
|
8.93K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
8.86K+ 16.18% |
$400K - $419K
|
63.6K
$2.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
8.73KNew |
$394K - $412K
|
8.73K
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
8.52KNew |
$385K - $402K
|
8.52K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
8.42K+ 4.17% |
$380K - $398K
|
210K
$9.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
8.37KNew |
$378K - $395K
|
8.37K
$387K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.27K+ 1.06% |
$374K - $391K
|
787K
$36.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
7.93KNew |
$358K - $375K
|
7.93K
$367K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.71K+ 3.62% |
$348K - $364K
|
221K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7.36K+ 36.63% |
$332K - $347K
|
27.4K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
7.35K+ 2.29% |
$332K - $347K
|
328K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
7.34K+ 9.43% |
$332K - $347K
|
85.2K
$3.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
6.61K+ 2.76% |
$299K - $312K
|
246K
$11.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.58KNew |
$297K - $311K
|
6.58K
$304K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.46KNew |
$292K - $305K
|
6.46K
$298K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
6.41K+ 2.7% |
$289K - $303K
|
244K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
6.35K+ 9.51% |
$287K - $300K
|
73.1K
$3.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.31K+ 5.56% |
$285K - $298K
|
120K
$5.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.22K+ 56.01% |
$281K - $294K
|
17.3K
$801K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.17K+ 3.32% |
$279K - $291K
|
192K
$8.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
5.96K+ 1.92% |
$269K - $281K
|
317K
$14.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.83KNew |
$264K - $276K
|
5.83K
$270K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.8K+ 106.38% |
$262K - $274K
|
11.3K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
5.73K+ 16.27% |
$259K - $270K
|
40.9K
$1.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.65K+ 12.63% |
$255K - $267K
|
50.4K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.54K+ 16.09% |
$250K - $262K
|
40K
$1.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.53KNew |
$250K - $261K
|
5.53K
$256K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
5.51KNew |
$249K - $260K
|
5.51K
$255K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.41KNew |
$244K - $255K
|
5.41K
$250K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
5.33K+ 5.25% |
$241K - $252K
|
107K
$4.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.32K+ 4.63% |
$240K - $251K
|
120K
$5.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.3KNew |
$240K - $250K
|
5.3K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.29K+ 8.82% |
$239K - $250K
|
65.3K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.28KNew |
$239K - $249K
|
5.28K
$244K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.06K+ 5.4% |
$229K - $239K
|
98.8K
$4.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.03K+ 99.31% |
$227K - $238K
|
10.1K
$467K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.93K+ 2.63% |
$223K - $233K
|
193K
$8.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.91KNew |
$222K - $232K
|
4.91K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4.91K+ 52.34% |
$222K - $232K
|
14.3K
$660K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.83K+ 207.12% |
$218K - $228K
|
7.17K
$331K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
4.81K+ 3.23% |
$217K - $227K
|
154K
$7.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.73K+ 3.25% |
$213K - $223K
|
150K
$6.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.67K+ 9.69% |
$211K - $221K
|
52.9K
$2.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
4.62K+ 5.87% |
$209K - $218K
|
83.3K
$3.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
4.59K+ 11.64% |
$207K - $217K
|
44K
$2.04M
|