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 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9.15K+ 1.04% |
$413K - $432K
|
887K
$41M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.77K+ 29.34% |
$80.1K - $83.8K
|
7.82K
$361K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-33- 2.19% |
$1.49K - $1.56K
|
1.48K
$68.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
7.35K+ 2.29% |
$332K - $347K
|
328K
$15.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-518- 1.99% |
$23.4K - $24.5K
|
25.5K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
34.4KNew |
$1.56M - $1.63M
|
34.4K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
44.7K+ 248.44% |
$2.02M - $2.11M
|
62.7K
$2.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.11K- 7.01% |
$50.3K - $52.6K
|
14.8K
$682K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-6.86K- 4.89% |
$310K - $324K
|
133K
$6.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.1MNew |
$140M - $146M
|
3.1M
$143M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
125K+ 172.5% |
$5.67M - $5.92M
|
198K
$9.16M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
135K+ 19.14% |
$6.08M - $6.36M
|
838K
$38.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13.9K+ 6.24% |
$628K - $656K
|
237K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.3K+ 6.78% |
$149K - $156K
|
51.9K
$2.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6+ 0.82% |
$271 - $283
|
742
$34.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.64M+ 5824.12% |
$74.2M - $77.5M
|
1.67M
$77.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
259+ 2.24% |
$11.7K - $12.2K
|
11.8K
$546K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
363+ 4.62% |
$16.4K - $17.1K
|
8.22K
$380K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
20.2K+ 29.67% |
$914K - $956K
|
88.5K
$4.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Lincoln National Corp
|
BUY
|
- |
189K+ 5.78% |
$8.54M - $8.93M
|
3.46M
$160M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.03K+ 99.31% |
$227K - $238K
|
10.1K
$467K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
14.8K+ 627.63% |
$669K - $700K
|
17.2K
$794K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.38M- 4.46% |
$243M - $254M
|
115M
$5.33B
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-400- 8.17% |
$18.1K - $18.9K
|
4.49K
$208K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.85KNew |
$83.7K - $87.6K
|
1.85K
$85.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
11.8K+ 11.82% |
$535K - $559K
|
112K
$5.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-499- 8.78% |
$22.5K - $23.6K
|
5.18K
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-2.73K- 6.13% |
$123K - $129K
|
41.9K
$1.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-110K- 10.37% |
$4.99M - $5.21M
|
954K
$44.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
100K+ 4.56% |
$4.52M - $4.73M
|
2.3M
$106M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.88K+ 10.21% |
$85.1K - $89K
|
20.3K
$940K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
120New |
$5.42K - $5.67K
|
120
$5.55K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
474K+ 6.2% |
$21.4M - $22.4M
|
8.12M
$375M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-18.3K- 6.21% |
$826K - $864K
|
276K
$12.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.41K- 97.02% |
$109K - $114K
|
74
$3.42K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.41MNew |
$199M - $208M
|
4.41M
$204M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
40New |
$1.81K - $1.89K
|
40
$1.85K
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
4.62K+ 5.87% |
$209K - $218K
|
83.3K
$3.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-5- 0.08% |
$226 - $236
|
6.61K
$306K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
18.4K+ 5.63% |
$829K - $867K
|
345K
$15.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
86.6KNew |
$3.91M - $4.09M
|
86.6K
$4M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.93KNew |
$404K - $422K
|
8.93K
$413K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-744- 0.16% |
$33.6K - $35.1K
|
470K
$21.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 0.55% |
$361 - $378
|
1.46K
$67.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
9.17K+ 12.26% |
$414K - $433K
|
83.9K
$3.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
49.8KNew |
$2.25M - $2.35M
|
49.8K
$2.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-180- 1.47% |
$8.13K - $8.5K
|
12K
$556K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.67K- 30.74% |
$75.3K - $78.8K
|
3.76K
$174K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-437- 7.45% |
$19.7K - $20.6K
|
5.43K
$251K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.95K+ 8.58% |
$133K - $139K
|
37.4K
$1.73M
|