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 |
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.59K+ 8.55% |
$207K - $217K
|
58.2K
$2.69M
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.56K+ 42.75% |
$206K - $215K
|
15.2K
$704K
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.53K+ 3.25% |
$205K - $214K
|
144K
$6.66M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.52KNew |
$204K - $213K
|
4.52K
$209K
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
4.5KNew |
$203K - $213K
|
4.5K
$208K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.49KNew |
$203K - $212K
|
4.49K
$207K
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.48K+ 5.45% |
$202K - $212K
|
86.6K
$4M
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
4.42KNew |
$200K - $209K
|
4.42K
$204K
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
4.39K+ 6.58% |
$198K - $207K
|
71.1K
$3.29M
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
4.15K+ 29.11% |
$188K - $196K
|
18.4K
$851K
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
4.09K+ 3.69% |
$185K - $193K
|
115K
$5.31M
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.93K+ 3.04% |
$178K - $186K
|
133K
$6.15M
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
3.84K+ 32.05% |
$173K - $181K
|
15.8K
$730K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
3.74K+ 19.44% |
$169K - $177K
|
23K
$1.06M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.61KNew |
$163K - $170K
|
3.61K
$167K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.56K+ 43.64% |
$161K - $168K
|
11.7K
$542K
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
3.51K+ 9.03% |
$158K - $166K
|
42.4K
$1.96M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.5K+ 169.59% |
$158K - $165K
|
5.57K
$257K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.46K+ 5.5% |
$156K - $163K
|
66.3K
$3.07M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.3K+ 6.78% |
$149K - $156K
|
51.9K
$2.4M
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.27K+ 0.43% |
$148K - $154K
|
755K
$34.9M
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.24K+ 52.84% |
$146K - $153K
|
9.37K
$433K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.07K+ 22.29% |
$139K - $145K
|
16.8K
$778K
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.95K+ 8.58% |
$133K - $139K
|
37.4K
$1.73M
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.94K+ 1.5% |
$133K - $139K
|
198K
$9.16M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.87K+ 93.23% |
$129K - $135K
|
5.94K
$274K
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.84K+ 3.51% |
$128K - $134K
|
83.8K
$3.87M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.83K+ 3.46% |
$128K - $134K
|
84.7K
$3.91M
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.65K+ 6.74% |
$120K - $125K
|
42K
$1.94M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.56K+ 5.44% |
$116K - $121K
|
49.7K
$2.3M
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.55K+ 3.61% |
$115K - $120K
|
73.1K
$3.38M
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.43K+ 0.4% |
$110K - $115K
|
612K
$28.3M
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.37K+ 14.33% |
$107K - $112K
|
18.9K
$874K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.37K+ 5.58% |
$107K - $112K
|
44.8K
$2.07M
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.29K+ 5.51% |
$103K - $108K
|
43.9K
$2.03M
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.28KNew |
$103K - $108K
|
2.28K
$105K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.27K+ 9.07% |
$103K - $107K
|
27.3K
$1.26M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.14K+ 4.85% |
$96.8K - $101K
|
46.3K
$2.14M
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
2.12K+ 1.31% |
$95.8K - $100K
|
164K
$7.58M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.11K+ 11.66% |
$95.2K - $99.6K
|
20.2K
$933K
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.07KNew |
$93.4K - $97.7K
|
2.07K
$95.6K
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.04K+ 15.81% |
$92.3K - $96.5K
|
15K
$692K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
2.04K+ 8.93% |
$91.9K - $96.1K
|
24.8K
$1.15M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.03K+ 46.27% |
$91.7K - $95.9K
|
6.42K
$297K
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2K+ 18.59% |
$90.5K - $94.6K
|
12.8K
$591K
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.98K+ 40.98% |
$89.4K - $93.5K
|
6.81K
$315K
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.9K+ 3.37% |
$86K - $89.9K
|
58.4K
$2.7M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.9K+ 6.75% |
$86K - $89.9K
|
30.1K
$1.39M
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.88K+ 10.21% |
$85.1K - $89K
|
20.3K
$940K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.85KNew |
$83.7K - $87.6K
|
1.85K
$85.7K
|