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 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.13K- 12.1% |
$96.2K - $101K
|
15.5K
$715K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 1.0% |
$45.2 - $47.2
|
101
$4.67K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.12K- 0.99% |
$141K - $147K
|
312K
$14.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
257+ 11.82% |
$11.6K - $12.1K
|
2.43K
$112K
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
82.2K+ 14.89% |
$3.72M - $3.88M
|
635K
$29.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
26.6K+ 34.12% |
$1.2M - $1.26M
|
105K
$4.84M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
396+ 5.01% |
$17.9K - $18.7K
|
8.3K
$384K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.9K+ 3.37% |
$86K - $89.9K
|
58.4K
$2.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
33New |
$1.49K - $1.56K
|
33
$1.53K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
32New |
$1.45K - $1.51K
|
32
$1.48K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.08K+ 78.81% |
$48.6K - $50.8K
|
2.44K
$113K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
17K+ 14.58% |
$770K - $805K
|
134K
$6.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.58KNew |
$297K - $311K
|
6.58K
$304K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
615KNew |
$27.8M - $29.1M
|
615K
$28.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
19.5KNew |
$881K - $921K
|
19.5K
$902K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.9K+ 6.75% |
$86K - $89.9K
|
30.1K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
390New |
$17.6K - $18.4K
|
390
$18K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
15.4KNew |
$696K - $728K
|
15.4K
$712K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.87K- 69.75% |
$401K - $419K
|
3.85K
$178K
|
|
|
Feb 04, 2025
Q4 2024
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
43.9K+ 102.88% |
$1.98M - $2.07M
|
86.6K
$4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-3.24K- 31.45% |
$146K - $153K
|
7.05K
$326K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
80.3K+ 7.81% |
$3.63M - $3.79M
|
1.11M
$51.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
10KNew |
$452K - $472K
|
10K
$462K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.87K- 6.08% |
$84.6K - $88.4K
|
28.9K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.03K+ 46.27% |
$91.7K - $95.9K
|
6.42K
$297K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-15- 0.17% |
$678 - $708
|
8.66K
$400K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
178+ 1.19% |
$8.04K - $8.41K
|
15.2K
$701K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.46KNew |
$292K - $305K
|
6.46K
$298K
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-2.15K- 3.27% |
$97.1K - $102K
|
63.7K
$2.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-236- 4.58% |
$10.7K - $11.1K
|
4.91K
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.06K- 3.87% |
$138K - $145K
|
76K
$3.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.56MNew |
$116M - $121M
|
2.56M
$119M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.56K+ 5.44% |
$116K - $121K
|
49.7K
$2.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
153+ 1.51% |
$6.91K - $7.23K
|
10.3K
$475K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-436- 6.2% |
$19.7K - $20.6K
|
6.59K
$305K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
237KNew |
$10.7M - $11.2M
|
237K
$10.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.7K+ 38.47% |
$77K - $80.5K
|
6.13K
$283K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17.7K- 32.8% |
$801K - $837K
|
36.3K
$1.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
104+ 0.67% |
$4.7K - $4.91K
|
15.6K
$720K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
13.5K+ 59.19% |
$610K - $638K
|
36.3K
$1.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.8K+ 106.38% |
$262K - $274K
|
11.3K
$520K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
42.2K+ 14.33% |
$1.91M - $1.99M
|
337K
$15.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-2.12K- 28.17% |
$95.9K - $100K
|
5.41K
$250K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
21.6K+ 4.35% |
$975K - $1.02M
|
518K
$23.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.9K+ 6.48% |
$1.31M - $1.37M
|
475K
$22M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
8New |
$361 - $378
|
8
$370
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
106KNew |
$4.8M - $5.02M
|
106K
$4.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
195+ 3.58% |
$8.81K - $9.21K
|
5.65K
$261K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
127K+ 19.53% |
$5.72M - $5.99M
|
776K
$35.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
390New |
$17.6K - $18.4K
|
390
$18K
|