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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
89New |
$4.11K - $4.43K
|
89
$4.06K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
73New |
$3.37K - $3.64K
|
73
$3.33K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
45New |
$2.08K - $2.24K
|
45
$2.05K
|
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
37New |
$1.71K - $1.84K
|
37
$1.69K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
32New |
$1.48K - $1.59K
|
32
$1.46K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
27New |
$1.25K - $1.35K
|
27
$1.23K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
25New |
$1.16K - $1.25K
|
25
$1.14K
|
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
22+ 0.47% |
$1.02K - $1.1K
|
4.71K
$215K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
40.5KNew |
$2M - $2.13M
|
40.5K
$1.84M
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
26.9KNew |
$1.33M - $1.42M
|
26.9K
$1.23M
|
|
|
May 13, 2022
Q1 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
615+ 13.68% |
$30.5K - $32.4K
|
5.11K
$233K
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
554New |
$27.4K - $29.2K
|
554
$25.3K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
500New |
$24.8K - $26.3K
|
500
$22.8K
|
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
192+ 9.72% |
$9.51K - $10.1K
|
2.17K
$98.8K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
172K+ 58.25% |
$9.07M - $9.18M
|
468K
$21.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Swm Advisors
|
BUY
|
- |
8.47KNew |
$446K - $452K
|
8.47K
$386K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
850New |
$44.8K - $45.3K
|
850
$38.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
192New |
$10.1K - $10.2K
|
192
$8.76K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
28New |
$1.48K - $1.49K
|
28
$1.28K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
21New |
$1.11K - $1.12K
|
21
$958
|
|
|
Feb 11, 2022
Q4 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
19New |
$1K - $1.01K
|
19
$866
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
18New |
$949 - $960
|
18
$821
|
|
| Q3 2021 | |||||||
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
331New |
$17.6K - $17.8K
|
331
$15.1K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
21.8KNew |
$1.16M - $1.18M
|
21.8K
$994K
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10.4KNew |
$556K - $565K
|
10.4K
$476K
|
|
|
Apr 22, 2021
Q1 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
4New |
$213 - $217
|
4
$182
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
283KNew |
$15.3M - $15.4M
|
283K
$12.9M
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
5.44KNew |
$294K - $295K
|
5.44K
$248K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
978New |
$52.8K - $53.1K
|
978
$44.6K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
4.83KNew |
$261K - $263K
|
4.83K
$220K
|
|
| Q2 2020 | |||||||
|
Oct 18, 2024
Q2 2020
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.59K+ 20.6% |
$86K - $86.9K
|
9.31K
$424K
|
|
| Q4 2019 | |||||||
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
70.1KNew |
$3.72M - $3.74M
|
70.1K
$3.2M
|
|
|
Jan 27, 2020
Q4 2019
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.04KNew |
$55.2K - $55.5K
|
1.04K
$47.4K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
159New |
$8.42K - $8.47K
|
159
$7.25K
|
|
| Q2 2019 | |||||||
|
Jul 24, 2019
Q2 2019
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
19.2KNew |
N/A
|
19.2K
$874K
|
|
| Q1 2019 | |||||||
|
Jan 27, 2020
Q1 2019
|
Tsfg, LLC
|
BUY
|
- |
53New |
N/A
|
53
$2.42K
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
484KNew |
N/A
|
484K
$22.1M
|
|
| Q2 2018 | |||||||
|
Aug 15, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
PUT |
16.3KNew |
N/A
|
16.3K
$743K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$45.6
|
|
| Q2 2010 | |||||||
|
Aug 05, 2021
Q2 2010
|
Antonetti Capital Management LLC
|
BUY
|
- |
200New |
N/A
|
200
$9.12K
|
|