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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-11.3K- 2.7% |
$509K - $539K
|
408K
$18.4M
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
8.76K+ 22.71% |
$393K - $416K
|
47.3K
$2.14M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.03K+ 5.31% |
$316K - $334K
|
140K
$6.31M
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
34.4K+ 3.15% |
$1.54M - $1.63M
|
1.13M
$50.9M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30K+ 3.82% |
$1.35M - $1.43M
|
817K
$36.9M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
439+ 1.9% |
$19.7K - $20.9K
|
23.5K
$1.06M
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-5.93K- 17.21% |
$266K - $282K
|
28.5K
$1.29M
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2+ 18.18% |
$89.8 - $95.1
|
13
$588
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
10.4K+ 5.41% |
$465K - $492K
|
202K
$9.12M
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-91- 0.17% |
$4.09K - $4.33K
|
53K
$2.4M
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
5.74KNew |
$258K - $273K
|
5.74K
$260K
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
89New |
$4K - $4.23K
|
89
$4.02K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-41.4K- 10.69% |
$1.86M - $1.97M
|
346K
$15.6M
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
63New |
$2.83K - $3K
|
63
$2.85K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.35K- 0.91% |
$60.5K - $64.1K
|
146K
$6.6M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
5.48K+ 63.68% |
$246K - $260K
|
14.1K
$636K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.2K+ 12.72% |
$99K - $105K
|
19.5K
$883K
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
10K+ 85.21% |
$450K - $476K
|
21.8K
$984K
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
7New |
$314 - $333
|
7
$316
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-16.2K- 13.47% |
$727K - $770K
|
104K
$4.7M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
179+ 542.42% |
$8.04K - $8.51K
|
212
$9.58K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.15KNew |
$231K - $245K
|
5.15K
$233K
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
4.28KNew |
$192K - $204K
|
4.28K
$194K
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
67.4K+ 15.43% |
$3.03M - $3.2M
|
504K
$22.8M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.7KNew |
$571K - $604K
|
12.7K
$574K
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4.45KNew |
$200K - $211K
|
4.45K
$201K
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.59K- 5.26% |
$71.2K - $75.4K
|
28.6K
$1.29M
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-11.2K- 5.64% |
$504K - $533K
|
188K
$8.48M
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.69KNew |
$301K - $318K
|
6.69K
$303K
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-20.8K- 25.98% |
$934K - $989K
|
59.2K
$2.68M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-224Closed |
$10.1K - $10.7K
|
0
$0
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-662- 6.96% |
$29.7K - $31.5K
|
8.85K
$400K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16.6K+ 680.61% |
$747K - $791K
|
19.1K
$862K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.34KNew |
$60K - $63.6K
|
1.34K
$60.4K
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
49+ 0.84% |
$2.2K - $2.33K
|
5.88K
$266K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
127New |
$5.7K - $6.04K
|
127
$5.74K
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-419- 0.66% |
$18.8K - $19.9K
|
62.9K
$2.84M
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
700+ 13.59% |
$31.4K - $33.3K
|
5.85K
$264K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.47K+ 1.49% |
$111K - $117K
|
169K
$7.63M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.23K- 8.05% |
$55.2K - $58.5K
|
14.1K
$635K
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
50+ 24.27% |
$2.25K - $2.38K
|
256
$11.6K
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-613- 48.92% |
$27.5K - $29.1K
|
640
$28.9K
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
24.6K+ 16.78% |
$1.1M - $1.17M
|
171K
$7.74M
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-227- 3.69% |
$10.2K - $10.8K
|
5.93K
$268K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
54.8K+ 102.22% |
$2.46M - $2.61M
|
108K
$4.9M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.04K- 30.5% |
$182K - $192K
|
9.21K
$416K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-930- 28.5% |
$41.8K - $44.2K
|
2.33K
$105K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.67K+ 6.51% |
$165K - $175K
|
60K
$2.71M
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-920- 26.1% |
$41.3K - $43.7K
|
2.61K
$118K
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
11.9KNew |
$536K - $568K
|
11.9K
$540K
|