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 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.82K+ 100.72% |
$82.3K - $86.1K
|
3.63K
$168K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.77K+ 29.34% |
$80.1K - $83.8K
|
7.82K
$361K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.7K+ 38.47% |
$77K - $80.5K
|
6.13K
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.64K+ 25.61% |
$74K - $77.4K
|
8.04K
$371K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.64K+ 5.45% |
$73.9K - $77.3K
|
31.7K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.61KNew |
$72.9K - $76.2K
|
1.61K
$74.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.6K+ 2.5% |
$72.3K - $75.6K
|
65.6K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.6K+ 30.02% |
$72K - $75.3K
|
6.91K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.59K+ 3.1% |
$71.7K - $75K
|
52.8K
$2.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.52K+ 15.21% |
$68.6K - $71.7K
|
11.5K
$531K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.35KNew |
$60.8K - $63.5K
|
1.35K
$62.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
1.34K+ 1.77% |
$60.4K - $63.2K
|
76.9K
$3.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.26K+ 2.16% |
$56.8K - $59.4K
|
59.4K
$2.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.25K+ 0.39% |
$56.4K - $59K
|
324K
$15M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.24K+ 8.39% |
$55.9K - $58.4K
|
16K
$739K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.17K+ 17.73% |
$52.8K - $55.2K
|
7.76K
$358K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.13K+ 3.76% |
$51.1K - $53.4K
|
31.2K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.09K+ 290.67% |
$49.2K - $51.5K
|
1.47K
$67.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.08K+ 78.81% |
$48.6K - $50.8K
|
2.44K
$113K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.07K+ 19.5% |
$48.2K - $50.4K
|
6.54K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.03K+ 2.3% |
$46.5K - $48.6K
|
45.9K
$2.12M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.03KNew |
$46.4K - $48.6K
|
1.03K
$47.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1K+ 11.83% |
$45.4K - $47.4K
|
9.49K
$439K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1K+ 14.6% |
$45.2K - $47.2K
|
7.85K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
984+ 7.91% |
$44.4K - $46.5K
|
13.4K
$620K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
958+ 8.95% |
$43.3K - $45.2K
|
11.7K
$539K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
912+ 210.62% |
$41.2K - $43.1K
|
1.35K
$62.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
826+ 7.96% |
$37.3K - $39K
|
11.2K
$518K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
818New |
$36.9K - $38.6K
|
818
$37.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
815+ 276.27% |
$36.8K - $38.5K
|
1.11K
$51.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
800+ 1.1% |
$36.1K - $37.8K
|
73.8K
$3.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
763+ 264.01% |
$34.5K - $36K
|
1.05K
$48.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
732+ 1.94% |
$33.1K - $34.6K
|
38.4K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
708+ 7.14% |
$32K - $33.4K
|
10.6K
$491K
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
695+ 0.6% |
$31.4K - $32.8K
|
117K
$5.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
654+ 12.97% |
$29.5K - $30.9K
|
5.7K
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
653+ 2.22% |
$29.5K - $30.8K
|
30K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
643+ 5.05% |
$29K - $30.4K
|
13.4K
$618K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
570+ 1.2% |
$25.7K - $26.9K
|
48.1K
$2.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
553+ 7.25% |
$25K - $26.1K
|
8.18K
$378K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
513+ 11.33% |
$23.2K - $24.2K
|
5.04K
$233K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
477+ 3.48% |
$21.5K - $22.5K
|
14.2K
$655K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
472+ 2.81% |
$21.3K - $22.3K
|
17.3K
$798K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
462+ 519.1% |
$20.9K - $21.8K
|
551
$25.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
462+ 519.1% |
$20.9K - $21.8K
|
551
$25.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
449+ 2.61% |
$20.3K - $21.2K
|
17.7K
$816K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
447+ 0.24% |
$20.2K - $21.1K
|
183K
$8.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
425+ 6.79% |
$19.2K - $20.1K
|
6.68K
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
425+ 0.98% |
$19.2K - $20.1K
|
43.8K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
407New |
$18.4K - $19.2K
|
407
$18.8K
|