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 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
66KNew |
$3M - $3.1M
|
66K
$3M
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
358+ 5.34% |
$16.3K - $16.8K
|
7.06K
$322K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-296K- 99.1% |
$13.3M - $14M
|
2.7K
$123K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.72K+ 82.11% |
$168K - $177K
|
8.26K
$376K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.91K+ 2050.54% |
$86.1K - $90.4K
|
2K
$91.1K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
54.6K+ 14.63% |
$2.47M - $2.59M
|
428K
$19.5M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.99KNew |
$361K - $379K
|
7.99K
$364K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.36KNew |
$332K - $349K
|
7.36K
$335K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.76KNew |
$215K - $226K
|
4.76K
$217K
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
824+ 11.43% |
$37.2K - $39.1K
|
8.03K
$366K
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
1.32K+ 8.44% |
$59.7K - $62.7K
|
17K
$775K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.58KClosed |
$297K - $312K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.15K- 51.16% |
$277K - $291K
|
5.87K
$267K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
165New |
$7.45K - $7.82K
|
165
$7.52K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-10.7K- 19.8% |
$483K - $507K
|
43.3K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
12.9KNew |
$582K - $612K
|
12.9K
$588K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
3.35K+ 18.97% |
$151K - $159K
|
21K
$956K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.38KNew |
$243K - $255K
|
5.38K
$245K
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
19.2K+ 1573.02% |
$868K - $912K
|
20.5K
$932K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
70New |
$3.16K - $3.32K
|
70
$3.19K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
22New |
$993 - $1.04K
|
22
$1K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-293- 6.38% |
$13.2K - $13.9K
|
4.3K
$196K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
57New |
$2.57K - $2.7K
|
57
$2.6K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-990- 17.87% |
$44.7K - $46.9K
|
4.55K
$207K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
5.28KNew |
$238K - $250K
|
5.28K
$240K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
6.27KNew |
$283K - $297K
|
6.27K
$286K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
9.4K+ 14.91% |
$424K - $446K
|
72.4K
$3.3M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-65- 5.22% |
$2.93K - $3.08K
|
1.18K
$53.8K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
928New |
$41.9K - $44K
|
928
$42.3K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
183KNew |
$8.28M - $8.69M
|
183K
$8.35M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$4.51K - $4.74K
|
100
$4.56K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
339+ 440.26% |
$15.3K - $16.1K
|
416
$19K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.88K- 11.88% |
$84.7K - $89K
|
13.9K
$634K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
473New |
$21.4K - $22.4K
|
473
$21.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-715- 10.0% |
$32.3K - $33.9K
|
6.43K
$293K
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-771- 15.2% |
$34.8K - $36.6K
|
4.3K
$196K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-586- 96.54% |
$26.5K - $27.8K
|
21
$957
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-8- 9.2% |
$361 - $379
|
79
$3.6K
|
|
| Q4 2022 | |||||||
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
60New |
$2.61K - $2.81K
|
60
$2.73K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.25KClosed |
$273K - $293K
|
0
$0
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
19.5KNew |
$851K - $916K
|
19.5K
$889K
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-24.7KClosed |
$1.08M - $1.16M
|
0
$0
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-1.17K- 16.26% |
$51K - $54.9K
|
6.03K
$275K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
299New |
$13K - $14K
|
299
$13.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
3.54K+ 17.85% |
$154K - $166K
|
23.4K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-9.74K- 63.05% |
$425K - $457K
|
5.71K
$260K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.25MNew |
$272M - $293M
|
6.25M
$285M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
6+ 0.44% |
$261 - $281
|
1.38K
$62.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.81M- 97.8% |
$79M - $85M
|
40.7K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
9New |
$392 - $422
|
9
$410
|
|