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 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-340- 91.15% |
$14.8K - $15.7K
|
33
$1.55K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.04KNew |
$220K - $233K
|
5.04K
$237K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
15.4KNew |
$670K - $710K
|
15.4K
$722K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
15New |
$654 - $693
|
15
$704
|
|
| Q2 2023 | |||||||
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
27.5KNew |
$1.25M - $1.3M
|
27.5K
$1.29M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-14Closed |
$637 - $659
|
0
$0
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.23KNew |
$55.8K - $57.7K
|
1.23K
$57.6K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-419- 82.81% |
$19.1K - $19.7K
|
87
$4.09K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
6New |
$273 - $282
|
6
$282
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$455 - $470
|
10
$470
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-550- 99.82% |
$25K - $25.9K
|
1
$47
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-30.4K- 2.51% |
$1.38M - $1.43M
|
1.18M
$55.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
9.88K+ 67.99% |
$449K - $465K
|
24.4K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-73- 2.94% |
$3.32K - $3.43K
|
2.41K
$113K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-10.9K- 67.47% |
$495K - $512K
|
5.25K
$246K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-401- 8.05% |
$18.2K - $18.9K
|
4.58K
$215K
|
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
21New |
$955 - $988
|
21
$986
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-369- 4.84% |
$16.8K - $17.4K
|
7.26K
$341K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
14New |
$637 - $659
|
14
$657
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-3.98K- 38.76% |
$181K - $187K
|
6.3K
$296K
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
7.14K+ 4.24% |
$325K - $336K
|
176K
$8.25M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
61.2KNew |
$2.79M - $2.88M
|
61.2K
$2.88M
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.79% |
$136 - $141
|
384
$18K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-492- 17.9% |
$22.4K - $23.1K
|
2.26K
$106K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.5KNew |
$387K - $400K
|
8.5K
$399K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5.14KNew |
$234K - $242K
|
5.14K
$241K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
75New |
$3.41K - $3.53K
|
75
$3.52K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
3.75KNew |
$171K - $177K
|
3.75K
$176K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-52- 1.01% |
$2.37K - $2.45K
|
5.11K
$240K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
3New |
$136 - $141
|
3
$141
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
23.7K+ 64.8% |
$1.08M - $1.11M
|
60.3K
$2.83M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.08K- 1.08% |
$94.5K - $97.7K
|
190K
$8.91M
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
13+ 0.28% |
$591 - $612
|
4.64K
$218K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
199New |
$9.05K - $9.36K
|
199
$9.35K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
410New |
$18.7K - $19.3K
|
410
$19.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 13.52% |
$49.9K - $51.6K
|
7.02K
$330K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
66KNew |
$3M - $3.1M
|
66K
$3.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
358+ 5.34% |
$16.3K - $16.8K
|
7.06K
$331K
|
|
| Q1 2023 | |||||||
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.72K+ 82.11% |
$168K - $177K
|
8.26K
$388K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.91K+ 2050.54% |
$86.1K - $90.4K
|
2K
$93.9K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
54.6K+ 14.63% |
$2.47M - $2.59M
|
428K
$20.1M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
824+ 11.43% |
$37.2K - $39.1K
|
8.03K
$377K
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
1.32K+ 8.44% |
$59.7K - $62.7K
|
17K
$798K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.58KClosed |
$297K - $312K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
165New |
$7.45K - $7.82K
|
165
$7.75K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-10.7K- 19.8% |
$483K - $507K
|
43.3K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
12.9KNew |
$582K - $612K
|
12.9K
$606K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
3.35K+ 18.97% |
$151K - $159K
|
21K
$985K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
70New |
$3.16K - $3.32K
|
70
$3.29K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
22New |
$993 - $1.04K
|
22
$1.03K
|
|