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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-219K- 59.5% |
$9.87M - $10.3M
|
149K
$6.88M
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
19.1KNew |
$864K - $904K
|
19.1K
$884K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.28M- 57.7% |
$57.8M - $60.4M
|
938K
$43.4M
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-36.8K- 11.75% |
$1.66M - $1.74M
|
276K
$12.8M
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-43- 0.14% |
$1.94K - $2.03K
|
31.5K
$1.46M
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
29.6K+ 2.72% |
$1.34M - $1.4M
|
1.12M
$51.8M
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.6K+ 30.02% |
$72K - $75.3K
|
6.91K
$319K
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-117- 91.41% |
$5.28K - $5.53K
|
11
$508
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-528- 2.5% |
$23.8K - $24.9K
|
20.6K
$951K
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.38K- 31.71% |
$198K - $207K
|
9.43K
$436K
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
18.9K+ 4.44% |
$852K - $891K
|
444K
$20.5M
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
38New |
$1.72K - $1.79K
|
38
$1.76K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
462+ 519.1% |
$20.9K - $21.8K
|
551
$25.5K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.05K- 13.44% |
$47.6K - $49.7K
|
6.78K
$313K
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-251- 0.43% |
$11.3K - $11.9K
|
57.5K
$2.66M
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-3.42K- 22.14% |
$154K - $161K
|
12K
$555K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-10.7K- 19.37% |
$484K - $506K
|
44.6K
$2.06M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
141KNew |
$6.38M - $6.67M
|
141K
$6.53M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.31K+ 5.56% |
$285K - $298K
|
120K
$5.54M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.87K- 18.64% |
$310K - $324K
|
30K
$1.39M
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.37K+ 14.33% |
$107K - $112K
|
18.9K
$874K
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.4K+ 3.56% |
$517K - $540K
|
333K
$15.4M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
763+ 264.01% |
$34.5K - $36K
|
1.05K
$48.6K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-56.5K- 15.14% |
$2.55M - $2.67M
|
317K
$14.6M
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.55K+ 3.61% |
$115K - $120K
|
73.1K
$3.38M
|
|
Feb 13, 2025
Q4 2024
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
20KNew |
$903K - $945K
|
20K
$924K
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
32K+ 29.54% |
$1.45M - $1.51M
|
140K
$6.49M
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
19.9K+ 37.54% |
$898K - $939K
|
72.9K
$3.37M
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
16.5KNew |
$744K - $778K
|
16.5K
$762K
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
40+ 0.14% |
$1.81K - $1.89K
|
28.6K
$1.32M
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.53K+ 3.25% |
$205K - $214K
|
144K
$6.66M
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
57.4K+ 5.1% |
$2.59M - $2.71M
|
1.18M
$54.7M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.8K- 2.66% |
$670K - $700K
|
543K
$25.1M
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.17K+ 3.32% |
$279K - $291K
|
192K
$8.87M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.46K+ 5.5% |
$156K - $163K
|
66.3K
$3.07M
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-26.5K- 4.78% |
$1.2M - $1.25M
|
528K
$24.4M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.5K+ 0.65% |
$1.65M - $1.72M
|
5.66M
$262M
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
186K+ 80.83% |
$8.38M - $8.76M
|
415K
$19.2M
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
13K+ 18.32% |
$586K - $613K
|
83.8K
$3.88M
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.07K+ 19.5% |
$48.2K - $50.4K
|
6.54K
$302K
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
8.42K+ 4.17% |
$380K - $398K
|
210K
$9.72M
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
33.5K+ 6.65% |
$1.51M - $1.58M
|
538K
$24.9M
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
12.9KNew |
$581K - $608K
|
12.9K
$595K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
15.8KNew |
$715K - $748K
|
15.8K
$732K
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
8.93KNew |
$403K - $422K
|
8.93K
$413K
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
13.4KNew |
$606K - $634K
|
13.4K
$620K
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
14.9K+ 8.68% |
$672K - $702K
|
186K
$8.6M
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.38K- 15.59% |
$62.3K - $65.2K
|
7.47K
$345K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25K+ 3.06% |
$1.13M - $1.18M
|
842K
$38.9M
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-6.17K- 17.1% |
$279K - $291K
|
29.9K
$1.38M
|