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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.4K+ 25.78% |
$514K - $538K
|
55.5K
$2.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
11.2K+ 13.42% |
$504K - $527K
|
94.3K
$4.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.2KNew |
$504K - $527K
|
11.2K
$509K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.1K+ 80.7% |
$500K - $523K
|
24.8K
$1.13M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10.7K+ 6.52% |
$485K - $507K
|
175K
$7.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.2KNew |
$460K - $481K
|
10.2K
$464K
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
10KNew |
$452K - $472K
|
10K
$456K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
9.38K+ 6.61% |
$424K - $443K
|
151K
$6.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
8.52KNew |
$385K - $402K
|
8.52K
$388K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
8.37KNew |
$378K - $395K
|
8.37K
$382K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.27K+ 1.06% |
$374K - $391K
|
787K
$35.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.71K+ 3.62% |
$348K - $364K
|
221K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
6.41K+ 2.7% |
$289K - $303K
|
244K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
5.96K+ 1.92% |
$269K - $281K
|
317K
$14.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.83KNew |
$264K - $276K
|
5.83K
$266K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.8K+ 106.38% |
$262K - $274K
|
11.3K
$513K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.65K+ 12.63% |
$255K - $267K
|
50.4K
$2.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.54K+ 16.09% |
$250K - $262K
|
40K
$1.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.53KNew |
$250K - $261K
|
5.53K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.32K+ 4.63% |
$240K - $251K
|
120K
$5.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.3KNew |
$240K - $250K
|
5.3K
$242K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.06K+ 5.4% |
$229K - $239K
|
98.8K
$4.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.91KNew |
$222K - $232K
|
4.91K
$224K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4.91K+ 52.34% |
$222K - $232K
|
14.3K
$651K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
4.81K+ 3.23% |
$217K - $227K
|
154K
$7.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.73K+ 3.25% |
$213K - $223K
|
150K
$6.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.67K+ 9.69% |
$211K - $221K
|
52.9K
$2.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.52KNew |
$204K - $213K
|
4.52K
$206K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
4.5KNew |
$203K - $213K
|
4.5K
$205K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.48K+ 5.45% |
$202K - $212K
|
86.6K
$3.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
4.15K+ 29.11% |
$188K - $196K
|
18.4K
$839K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
4.09K+ 3.69% |
$185K - $193K
|
115K
$5.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
3.74K+ 19.44% |
$169K - $177K
|
23K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.24K+ 52.84% |
$146K - $153K
|
9.37K
$427K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.94K+ 1.5% |
$133K - $139K
|
198K
$9.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.84K+ 3.51% |
$128K - $134K
|
83.8K
$3.82M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.83K+ 3.46% |
$128K - $134K
|
84.7K
$3.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.56K+ 5.44% |
$116K - $121K
|
49.7K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.43K+ 0.4% |
$110K - $115K
|
612K
$27.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.29K+ 5.51% |
$103K - $108K
|
43.9K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.14K+ 4.85% |
$96.8K - $101K
|
46.3K
$2.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.11K+ 11.66% |
$95.2K - $99.6K
|
20.2K
$921K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.04K+ 15.81% |
$92.3K - $96.5K
|
15K
$682K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
2.04K+ 8.93% |
$91.9K - $96.1K
|
24.8K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.03K+ 46.27% |
$91.7K - $95.9K
|
6.42K
$293K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.98K+ 40.98% |
$89.4K - $93.5K
|
6.81K
$310K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.7K+ 38.47% |
$77K - $80.5K
|
6.13K
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.64K+ 25.61% |
$74K - $77.4K
|
8.04K
$366K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.64K+ 5.45% |
$73.9K - $77.3K
|
31.7K
$1.44M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
1.34K+ 1.77% |
$60.4K - $63.2K
|
76.9K
$3.51M
|