Latest Institutional Purchases of Vanguard Mortg Backed Sec ETF (VMBS)
This list provides information on the latest institutional transactions involving Vanguard Mortg Backed Sec ETF (VMBS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.56MNew |
$116M - $121M
|
2.56M
$117M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
490K+ 63.05% |
$22.1M - $23.1M
|
1.27M
$57.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
237KNew |
$10.7M - $11.2M
|
237K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
136KNew |
$6.16M - $6.44M
|
136K
$6.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
135K+ 33.09% |
$6.09M - $6.37M
|
543K
$24.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
133KNew |
$6.01M - $6.28M
|
133K
$6.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
127K+ 19.53% |
$5.72M - $5.99M
|
776K
$35.3M
|
|
|
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
$4.84M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
80.3K+ 7.81% |
$3.63M - $3.79M
|
1.11M
$50.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
74.7K+ 71.22% |
$3.37M - $3.53M
|
179K
$8.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
72.3KNew |
$3.27M - $3.42M
|
72.3K
$3.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
68.3K+ 205.35% |
$3.08M - $3.22M
|
102K
$4.62M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
64.4K+ 24.18% |
$2.91M - $3.04M
|
331K
$15.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
57.9K+ 5.8% |
$2.61M - $2.73M
|
1.06M
$48.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
56.5K+ 37.12% |
$2.55M - $2.67M
|
209K
$9.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
53.1KNew |
$2.4M - $2.51M
|
53.1K
$2.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
50KNew |
$2.26M - $2.36M
|
50K
$2.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
50K+ 304.14% |
$2.26M - $2.36M
|
66.4K
$3.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
49.8KNew |
$2.25M - $2.35M
|
49.8K
$2.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
47KNew |
$2.12M - $2.22M
|
47K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
46.5K+ 14.14% |
$2.1M - $2.2M
|
375K
$17.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
43.9K+ 102.88% |
$1.98M - $2.07M
|
86.6K
$3.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
42.2K+ 14.33% |
$1.91M - $1.99M
|
337K
$15.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
41.8K+ 28.09% |
$1.89M - $1.97M
|
191K
$8.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
36.4K+ 70.12% |
$1.64M - $1.72M
|
88.2K
$4.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
36.2K+ 2.32% |
$1.64M - $1.71M
|
1.6M
$72.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
35.7K+ 151.53% |
$1.61M - $1.69M
|
59.3K
$2.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
34.3KNew |
$1.55M - $1.62M
|
34.3K
$1.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
33.5K+ 19.14% |
$1.51M - $1.58M
|
209K
$9.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
30.2K+ 5.74% |
$1.36M - $1.43M
|
557K
$25.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.9K+ 6.48% |
$1.31M - $1.37M
|
475K
$21.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
28.1KNew |
$1.27M - $1.33M
|
28.1K
$1.28M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
25.9K+ 5.7% |
$1.17M - $1.22M
|
481K
$21.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
25.5K+ 51.27% |
$1.15M - $1.21M
|
75.4K
$3.43M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
25.1K+ 489.25% |
$1.14M - $1.19M
|
30.3K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
23.4K+ 6.9% |
$1.05M - $1.1M
|
362K
$16.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
21.6K+ 4.35% |
$975K - $1.02M
|
518K
$23.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
21.4K+ 48.05% |
$968K - $1.01M
|
66K
$3M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
17.8K+ 7.65% |
$803K - $840K
|
250K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
17.6K+ 5.35% |
$796K - $832K
|
347K
$15.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
16.7K+ 2.91% |
$755K - $789K
|
590K
$26.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.1K+ 1.2% |
$726K - $759K
|
1.35M
$61.6M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
15.4KNew |
$696K - $728K
|
15.4K
$701K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
15.4KNew |
$695K - $727K
|
15.4K
$700K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
13.5K+ 59.19% |
$610K - $638K
|
36.3K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
13.3K+ 6.34% |
$601K - $628K
|
223K
$10.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
13.2K+ 13.35% |
$595K - $622K
|
112K
$5.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
12.9K+ 7.8% |
$581K - $607K
|
178K
$8.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
12.8K+ 6.53% |
$576K - $603K
|
208K
$9.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
12.4K+ 8.75% |
$562K - $588K
|
155K
$7.03M
|