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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-19- 3.65% |
$839 - $869
|
501
$23.5K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
143New |
$6.31K - $6.54K
|
143
$6.72K
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-3.72K- 32.35% |
$164K - $170K
|
7.77K
$365K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
90New |
$3.97K - $4.12K
|
90
$4.23K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.31K- 33.48% |
$102K - $106K
|
4.59K
$216K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.2KNew |
$53K - $54.9K
|
1.2K
$56.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
409New |
$18.1K - $18.7K
|
409
$19.2K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-49- 29.52% |
$2.16K - $2.24K
|
117
$5.49K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.18KNew |
$52K - $53.8K
|
1.18K
$55.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
SELL
|
- |
-1.25K- 10.34% |
$55.2K - $57.2K
|
10.8K
$509K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
130+ 69.52% |
$5.74K - $5.95K
|
317
$14.9K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-171K- 97.12% |
$7.54M - $7.82M
|
5.07K
$238K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
363New |
$16K - $16.6K
|
363
$17K
|
|
|
Jul 17, 2024
Q2 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
107KNew |
$4.74M - $4.91M
|
107K
$5.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8New |
$353 - $366
|
8
$376
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-6.63K- 46.35% |
$293K - $303K
|
7.67K
$360K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
64New |
$2.83K - $2.93K
|
64
$3.01K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-3.44K- 95.21% |
$152K - $157K
|
173
$8.12K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
3.25K+ 15.87% |
$144K - $149K
|
23.7K
$1.11M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-48- 21.72% |
$2.12K - $2.2K
|
173
$8.12K
|
|
| Q1 2024 | |||||||
|
Jul 25, 2025
Q1 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-7.36K- 26.81% |
$331K - $341K
|
20.1K
$943K
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-6.08KClosed |
$273K - $281K
|
0
$0
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9+ 0.2% |
$405 - $417
|
4.6K
$216K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.17KNew |
$52.4K - $54K
|
1.17K
$54.8K
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
260KNew |
$11.7M - $12M
|
260K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
220New |
$9.9K - $10.2K
|
220
$10.3K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.75KNew |
$124K - $127K
|
2.75K
$129K
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
15.9KNew |
$716K - $737K
|
15.9K
$747K
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
7.03K+ 70.28% |
$316K - $326K
|
17K
$800K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
14New |
$630 - $648
|
14
$657
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
14KNew |
$630K - $648K
|
14K
$657K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
453+ 4.33% |
$20.4K - $21K
|
10.9K
$513K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.4K- 5.97% |
$514K - $529K
|
180K
$8.45M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
141K+ 111.99% |
$6.34M - $6.52M
|
267K
$12.5M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
18.2K+ 1.31% |
$820K - $844K
|
1.41M
$66M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
400New |
$18K - $18.5K
|
400
$18.8K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.24K+ 2.8% |
$56K - $57.6K
|
45.7K
$2.15M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-458- 86.74% |
$20.6K - $21.2K
|
70
$3.29K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
7.99KNew |
$359K - $370K
|
7.99K
$375K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.2K- 16.55% |
$53.8K - $55.4K
|
6.03K
$283K
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-10K- 39.82% |
$450K - $463K
|
15.1K
$710K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.66KNew |
$300K - $308K
|
6.66K
$313K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.86M+ 2.16% |
$128M - $132M
|
135M
$6.34B
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
71New |
$3.19K - $3.29K
|
71
$3.33K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
231New |
$10.4K - $10.7K
|
231
$10.8K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
100+ 175.44% |
$4.5K - $4.63K
|
157
$7.37K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
281New |
$12.6K - $13K
|
281
$13.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.94KNew |
$177K - $182K
|
3.94K
$185K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.58KNew |
$116K - $120K
|
2.58K
$121K
|
|