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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
20New |
$898 - $951
|
20
$939
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
7New |
$314 - $333
|
7
$329
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
1+ 0.01% |
$44.9 - $47.6
|
8.93K
$419K
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
269K+ 272.28% |
$11.9M - $12.3M
|
367K
$17.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
164KNew |
$7.25M - $7.52M
|
164K
$7.71M
|
|
|
Jul 17, 2024
Q2 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
107KNew |
$4.74M - $4.91M
|
107K
$5.04M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
74.3KNew |
$3.28M - $3.4M
|
74.3K
$3.49M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
50.2KNew |
$2.22M - $2.3M
|
50.2K
$2.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8.34K+ 4.89% |
$368K - $382K
|
179K
$8.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.5KNew |
$287K - $297K
|
6.5K
$305K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
5.93KNew |
$262K - $271K
|
5.93K
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
3.47K+ 3.32% |
$153K - $159K
|
108K
$5.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.32K+ 52.19% |
$146K - $152K
|
9.68K
$454K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
3.25K+ 15.87% |
$144K - $149K
|
23.7K
$1.11M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.42KNew |
$107K - $111K
|
2.42K
$114K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.5KNew |
$66.2K - $68.6K
|
1.5K
$70.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.2KNew |
$53K - $54.9K
|
1.2K
$56.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.18KNew |
$52K - $53.8K
|
1.18K
$55.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
409New |
$18.1K - $18.7K
|
409
$19.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
363New |
$16K - $16.6K
|
363
$17K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
275+ 59.65% |
$12.1K - $12.6K
|
736
$34.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
159New |
$7.02K - $7.27K
|
159
$7.47K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
159New |
$7.02K - $7.27K
|
159
$7.47K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
143New |
$6.31K - $6.54K
|
143
$6.72K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
130+ 69.52% |
$5.74K - $5.95K
|
317
$14.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
105New |
$4.64K - $4.8K
|
105
$4.93K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
90New |
$3.97K - $4.12K
|
90
$4.23K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
83New |
$3.66K - $3.8K
|
83
$3.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
81+ 65.32% |
$3.58K - $3.71K
|
205
$9.63K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
64New |
$2.83K - $2.93K
|
64
$3.01K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
45+ 21.13% |
$1.99K - $2.06K
|
258
$12.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
44+ 0.64% |
$1.94K - $2.01K
|
6.92K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
21New |
$927 - $961
|
21
$986
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
18New |
$795 - $824
|
18
$845
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
17+ 80.95% |
$751 - $778
|
38
$1.78K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
10New |
$442 - $458
|
10
$470
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8New |
$353 - $366
|
8
$376
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1New |
$44.2 - $45.8
|
1
$47
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.86M+ 2.16% |
$128M - $132M
|
135M
$6.34B
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
260KNew |
$11.7M - $12M
|
260K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
141K+ 111.99% |
$6.34M - $6.52M
|
267K
$12.5M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
18.2K+ 1.31% |
$820K - $844K
|
1.41M
$66M
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
15.9KNew |
$716K - $737K
|
15.9K
$747K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
14KNew |
$630K - $648K
|
14K
$657K
|
|
|
Apr 19, 2024
Q1 2024
|
Northland Capital Management LLC
|
BUY
|
- |
8.17K+ 2.18% |
$368K - $378K
|
384K
$18M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
7.99KNew |
$359K - $370K
|
7.99K
$375K
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
7.03K+ 70.28% |
$316K - $326K
|
17K
$800K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.66KNew |
$300K - $308K
|
6.66K
$313K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.48KNew |
$291K - $300K
|
6.48K
$304K
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.2KNew |
$234K - $241K
|
5.2K
$244K
|
|