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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
57New |
$2.57K - $2.7K
|
57
$2.68K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-990- 17.87% |
$44.7K - $46.9K
|
4.55K
$214K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
5.28KNew |
$238K - $250K
|
5.28K
$248K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
6.27KNew |
$283K - $297K
|
6.27K
$294K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
9.4K+ 14.91% |
$424K - $446K
|
72.4K
$3.4M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-65- 5.22% |
$2.93K - $3.08K
|
1.18K
$55.4K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
928New |
$41.9K - $44K
|
928
$43.6K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$4.51K - $4.74K
|
100
$4.7K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
339+ 440.26% |
$15.3K - $16.1K
|
416
$19.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.88K- 11.88% |
$84.7K - $89K
|
13.9K
$654K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
473New |
$21.4K - $22.4K
|
473
$22.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-771- 15.2% |
$34.8K - $36.6K
|
4.3K
$202K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-586- 96.54% |
$26.5K - $27.8K
|
21
$986
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-8- 9.2% |
$361 - $379
|
79
$3.71K
|
|
| Q4 2022 | |||||||
|
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
$917K
|
|
|
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
$283K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
299New |
$13K - $14K
|
299
$14K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
3.54K+ 17.85% |
$154K - $166K
|
23.4K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-9.74K- 63.05% |
$425K - $457K
|
5.71K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.25MNew |
$272M - $293M
|
6.25M
$293M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
6+ 0.44% |
$261 - $281
|
1.38K
$64.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.81M- 97.8% |
$79M - $85M
|
40.7K
$1.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
9New |
$392 - $422
|
9
$423
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
212+ 19.52% |
$9.24K - $9.94K
|
1.3K
$61K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
9.93K+ 1.39% |
$433K - $466K
|
725K
$34.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
789New |
$34.4K - $37K
|
789
$37.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
803+ 19.57% |
$35K - $37.7K
|
4.91K
$230K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
16.7KNew |
$727K - $783K
|
16.7K
$784K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
470New |
$20.5K - $22K
|
470
$22.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
32.6K+ 27.71% |
$1.42M - $1.53M
|
150K
$7.06M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
8.49K+ 27.02% |
$370K - $398K
|
39.9K
$1.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-487K- 62.7% |
$21.2M - $22.8M
|
290K
$13.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-171K- 77.38% |
$7.45M - $8.02M
|
50K
$2.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
536KNew |
$23.3M - $25.1M
|
536K
$25.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4.21K- 40.59% |
$184K - $198K
|
6.17K
$290K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
2.86KNew |
$125K - $134K
|
2.86K
$134K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
812New |
$35.4K - $38.1K
|
812
$38.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
22New |
$959 - $1.03K
|
22
$1.03K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
136New |
$5.93K - $6.38K
|
136
$6.39K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-434- 0.73% |
$18.9K - $20.4K
|
59.3K
$2.78M
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2.04K+ 11.09% |
$89K - $95.8K
|
20.5K
$961K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-63- 4.83% |
$2.75K - $2.95K
|
1.24K
$58.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
96+ 139.13% |
$4.18K - $4.5K
|
165
$7.75K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
150New |
$6.54K - $7.04K
|
150
$7.04K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
127New |
$5.53K - $5.96K
|
127
$5.96K
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-86- 55.13% |
$3.75K - $4.03K
|
70
$3.29K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
41New |
$1.79K - $1.92K
|
41
$1.93K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.91K- 57.28% |
$257K - $277K
|
4.4K
$207K
|
|