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 |
---|---|---|---|---|---|---|---|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-945- 17.38% |
$43.7K - $47.1K
|
4.49K
$205K
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-30.8KClosed |
$1.43M - $1.54M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
459+ 0.53% |
$21.2K - $22.9K
|
87K
$3.96M
|
|
Aug 08, 2022
Q2 2022
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-4.47KClosed |
$207K - $223K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.52KNew |
$209K - $225K
|
4.52K
$206K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-179Closed |
$8.28K - $8.92K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-4.54KClosed |
$210K - $226K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-120Closed |
$5.55K - $5.98K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
BUY
|
- |
4.47KNew |
$206K - $223K
|
4.47K
$203K
|
|
Aug 03, 2022
Q2 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-2.43K- 22.01% |
$112K - $121K
|
8.61K
$392K
|
|
Aug 03, 2022
Q2 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-471Closed |
$21.8K - $23.5K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
416KNew |
$19.2M - $20.7M
|
416K
$19M
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-98.8K- 87.15% |
$4.57M - $4.92M
|
14.6K
$664K
|
|
Aug 02, 2022
Q2 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-6.46KClosed |
$298K - $322K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
8.44K+ 17.85% |
$390K - $421K
|
55.7K
$2.54M
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-6- 60.0% |
$277 - $299
|
4
$182
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-36.2KClosed |
$1.67M - $1.8M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-958- 24.92% |
$44.3K - $47.7K
|
2.89K
$132K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.58KClosed |
$212K - $228K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-14.9K- 74.88% |
$688K - $742K
|
4.99K
$228K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.93K- 76.84% |
$135K - $146K
|
882
$40.2K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
193+ 193.0% |
$8.92K - $9.62K
|
293
$13.3K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-723Closed |
$33.4K - $36K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
22+ 0.47% |
$1.02K - $1.1K
|
4.71K
$215K
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
SELL
|
- |
-70- 23.49% |
$3.24K - $3.49K
|
228
$10.4K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
25New |
$1.16K - $1.25K
|
25
$1.14K
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
200New |
$9.25K - $9.97K
|
200
$9.11K
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-158Closed |
$7.3K - $7.87K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
1KNew |
$46.2K - $49.8K
|
1K
$45.6K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-210Closed |
$9.71K - $10.5K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-5.68KClosed |
$262K - $283K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-38.3KClosed |
$1.77M - $1.91M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-489- 50.36% |
$22.6K - $24.4K
|
482
$22K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.49KClosed |
$207K - $224K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-11Closed |
$509 - $548
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-750- 5.64% |
$34.7K - $37.4K
|
12.5K
$572K
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-88Closed |
$4.07K - $4.39K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-369KClosed |
$17.1M - $18.4M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
73New |
$3.37K - $3.64K
|
73
$3.33K
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4.51KClosed |
$208K - $225K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.46K- 24.62% |
$67.4K - $72.6K
|
4.46K
$203K
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-26.7KClosed |
$1.23M - $1.33M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-144Closed |
$6.66K - $7.18K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-227- 46.52% |
$10.5K - $11.3K
|
261
$11.9K
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
5.6KNew |
$259K - $279K
|
5.6K
$255K
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
89New |
$4.11K - $4.43K
|
89
$4.05K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
503New |
$23.3K - $25.1K
|
503
$22.9K
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.2K- 16.46% |
$102K - $110K
|
11.2K
$509K
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
45New |
$2.08K - $2.24K
|
45
$2.05K
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-759- 72.15% |
$35.1K - $37.8K
|
293
$13.3K
|