Latest Institutional Transactions on Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information on the latest institutional transactions involving Vanguard Mortg Backed Sec ETF (VMBS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-84.1K- 41.77% |
$3.8M - $3.97M
|
117K
$5.3M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-50K- 40.22% |
$2.26M - $2.36M
|
74.3K
$3.36M
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
52.2K+ 33.47% |
$2.36M - $2.47M
|
208K
$9.42M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-644- 0.72% |
$29.1K - $30.4K
|
88.7K
$4.01M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.5K+ 77.14% |
$473K - $495K
|
24K
$1.09M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
22.4K+ 2.41% |
$1.01M - $1.06M
|
951K
$43M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-374K- 96.39% |
$16.9M - $17.7M
|
14K
$633K
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
6.61K+ 2.76% |
$299K - $312K
|
246K
$11.1M
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-219K- 59.5% |
$9.87M - $10.3M
|
149K
$6.72M
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
19.1KNew |
$864K - $904K
|
19.1K
$865K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.28M- 57.7% |
$57.8M - $60.4M
|
938K
$42.4M
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-36.8K- 11.75% |
$1.66M - $1.74M
|
276K
$12.5M
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-43- 0.14% |
$1.94K - $2.03K
|
31.5K
$1.43M
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
29.6K+ 2.72% |
$1.34M - $1.4M
|
1.12M
$50.6M
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.6K+ 30.02% |
$72K - $75.3K
|
6.91K
$312K
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-117- 91.41% |
$5.28K - $5.53K
|
11
$497
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-528- 2.5% |
$23.8K - $24.9K
|
20.6K
$930K
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.38K- 31.71% |
$198K - $207K
|
9.43K
$426K
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
18.9K+ 4.44% |
$852K - $891K
|
444K
$20.1M
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
38New |
$1.72K - $1.79K
|
38
$1.72K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
462+ 519.1% |
$20.9K - $21.8K
|
551
$24.9K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.05K- 13.44% |
$47.6K - $49.7K
|
6.78K
$306K
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-251- 0.43% |
$11.3K - $11.9K
|
57.5K
$2.6M
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-3.42K- 22.14% |
$154K - $161K
|
12K
$543K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-10.7K- 19.37% |
$484K - $506K
|
44.6K
$2.02M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
141KNew |
$6.38M - $6.67M
|
141K
$6.38M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.31K+ 5.56% |
$285K - $298K
|
120K
$5.41M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.87K- 18.64% |
$310K - $324K
|
30K
$1.36M
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-37.3K- 4.42% |
$1.68M - $1.76M
|
807K
$36.5M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
37.9M+ 441.96% |
$1.71B - $1.79B
|
46.5M
$2.1B
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.87K+ 93.23% |
$129K - $135K
|
5.94K
$268K
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-109- 0.14% |
$4.92K - $5.15K
|
78.3K
$3.54M
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-190- 42.51% |
$8.58K - $8.97K
|
257
$11.6K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-95- 9.85% |
$4.29K - $4.49K
|
869
$39.3K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
28.5K+ 5.7% |
$1.29M - $1.35M
|
529K
$23.9M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-22- 0.17% |
$994 - $1.04K
|
12.9K
$581K
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.14M- 86.72% |
$142M - $148M
|
480K
$21.7M
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-102Closed |
$4.61K - $4.82K
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-738- 1.73% |
$33.3K - $34.9K
|
42K
$1.9M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
912+ 210.62% |
$41.2K - $43.1K
|
1.35K
$60.8K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.4K- 14.59% |
$63.1K - $65.9K
|
8.17K
$369K
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
3.51K+ 9.03% |
$158K - $166K
|
42.4K
$1.91M
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.82K+ 100.72% |
$82.3K - $86.1K
|
3.63K
$164K
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
8.99K+ 9.94% |
$406K - $425K
|
99.4K
$4.49M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-813- 38.03% |
$36.7K - $38.4K
|
1.33K
$59.9K
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
553+ 7.25% |
$25K - $26.1K
|
8.18K
$370K
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
286+ 0.89% |
$12.9K - $13.5K
|
32.6K
$1.47M
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
4.42KNew |
$200K - $209K
|
4.42K
$200K
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
12.2KNew |
$552K - $577K
|
12.2K
$552K
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-26.4K- 15.46% |
$1.19M - $1.25M
|
144K
$6.53M
|