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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
734+ 531.88% |
$33K - $34.9K
|
872
$40.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
225New |
$10.1K - $10.7K
|
225
$10.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
403New |
$18.1K - $19.2K
|
403
$18.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.58K- 97.79% |
$161K - $170K
|
81
$3.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.74M+ 102.55% |
$78M - $82.6M
|
3.43M
$161M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
65.6K+ 11.83% |
$2.95M - $3.12M
|
621K
$29.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-286- 8.0% |
$12.8K - $13.6K
|
3.29K
$154K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-67- 26.17% |
$3.01K - $3.19K
|
189
$8.88K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
63+ 1.06% |
$2.83K - $3K
|
6.02K
$283K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-4.7K- 21.12% |
$211K - $224K
|
17.6K
$825K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.83KNew |
$217K - $230K
|
4.83K
$227K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7.73K+ 16.78% |
$347K - $368K
|
53.8K
$2.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
80KNew |
$3.59M - $3.8M
|
80K
$3.75M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
1+ 0.01% |
$44.9 - $47.6
|
8.93K
$419K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
467New |
$21K - $22.2K
|
467
$21.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-35- 7.0% |
$1.57K - $1.66K
|
465
$21.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
256New |
$11.5K - $12.2K
|
256
$12K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.14K- 17.0% |
$51.1K - $54.1K
|
5.56K
$261K
|
|
| Q2 2024 | |||||||
|
Sep 24, 2025
Q2 2024
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-365Closed |
$16.1K - $16.7K
|
0
$0
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
269K+ 272.28% |
$11.9M - $12.3M
|
367K
$17.2M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
18New |
$795 - $824
|
18
$845
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
159New |
$7.02K - $7.27K
|
159
$7.47K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-4.53K- 94.51% |
$200K - $207K
|
263
$12.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
3.47K+ 3.32% |
$153K - $159K
|
108K
$5.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
21New |
$927 - $961
|
21
$986
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
159New |
$7.02K - $7.27K
|
159
$7.47K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
5.93KNew |
$262K - $271K
|
5.93K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-695- 5.18% |
$30.7K - $31.8K
|
12.7K
$598K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-50Closed |
$2.21K - $2.29K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-6.69K- 56.91% |
$295K - $306K
|
5.06K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
50.2KNew |
$2.22M - $2.3M
|
50.2K
$2.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
105New |
$4.64K - $4.8K
|
105
$4.93K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8.34K+ 4.89% |
$368K - $382K
|
179K
$8.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
10New |
$442 - $458
|
10
$470
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-29- 1.55% |
$1.28K - $1.33K
|
1.84K
$86.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
17+ 80.95% |
$751 - $778
|
38
$1.78K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.5KNew |
$66.2K - $68.6K
|
1.5K
$70.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.32K+ 52.19% |
$146K - $152K
|
9.68K
$454K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1New |
$44.2 - $45.8
|
1
$47
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
83New |
$3.66K - $3.8K
|
83
$3.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
81+ 65.32% |
$3.58K - $3.71K
|
205
$9.63K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
45+ 21.13% |
$1.99K - $2.06K
|
258
$12.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
164KNew |
$7.25M - $7.52M
|
164K
$7.71M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
74.3KNew |
$3.28M - $3.4M
|
74.3K
$3.49M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-77- 32.49% |
$3.4K - $3.52K
|
160
$7.51K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
275+ 59.65% |
$12.1K - $12.6K
|
736
$34.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
44+ 0.64% |
$1.94K - $2.01K
|
6.92K
$325K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.42KNew |
$107K - $111K
|
2.42K
$114K
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.8K- 33.75% |
$123K - $128K
|
5.49K
$258K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.5KNew |
$287K - $297K
|
6.5K
$305K
|
|