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 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
13.2K+ 13.35% |
$595K - $622K
|
112K
$5.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
13K+ 18.32% |
$586K - $613K
|
83.8K
$3.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
12.9KNew |
$581K - $608K
|
12.9K
$595K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
12.9K+ 7.8% |
$581K - $607K
|
178K
$8.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
12.8K+ 6.53% |
$576K - $603K
|
208K
$9.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
12.2KNew |
$552K - $577K
|
12.2K
$565K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
11.8K+ 11.82% |
$535K - $559K
|
112K
$5.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.4K+ 3.56% |
$517K - $540K
|
333K
$15.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
11.2K+ 13.42% |
$504K - $527K
|
94.3K
$4.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.2KNew |
$504K - $527K
|
11.2K
$516K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.1K+ 80.7% |
$500K - $523K
|
24.8K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
11KNew |
$496K - $519K
|
11K
$509K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.8K+ 15.43% |
$486K - $509K
|
80.5K
$3.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.5K+ 77.14% |
$473K - $495K
|
24K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.2KNew |
$460K - $481K
|
10.2K
$471K
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
10KNew |
$452K - $472K
|
10K
$463K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
9.17K+ 12.26% |
$414K - $433K
|
83.9K
$3.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9.15K+ 1.04% |
$413K - $432K
|
887K
$41.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
8.99K+ 9.94% |
$406K - $425K
|
99.4K
$4.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
8.95KNew |
$404K - $423K
|
8.95K
$414K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.93KNew |
$404K - $422K
|
8.93K
$413K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
8.93KNew |
$403K - $422K
|
8.93K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
8.86K+ 16.18% |
$400K - $419K
|
63.6K
$2.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
8.52KNew |
$385K - $402K
|
8.52K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
8.42K+ 4.17% |
$380K - $398K
|
210K
$9.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
8.37KNew |
$378K - $395K
|
8.37K
$387K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.27K+ 1.06% |
$374K - $391K
|
787K
$36.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
7.93KNew |
$358K - $375K
|
7.93K
$367K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.71K+ 3.62% |
$348K - $364K
|
221K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7.36K+ 36.63% |
$332K - $347K
|
27.4K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
7.35K+ 2.29% |
$332K - $347K
|
328K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
7.34K+ 9.43% |
$332K - $347K
|
85.2K
$3.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
6.61K+ 2.76% |
$299K - $312K
|
246K
$11.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.58KNew |
$297K - $311K
|
6.58K
$304K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.46KNew |
$292K - $305K
|
6.46K
$299K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
6.41K+ 2.7% |
$289K - $303K
|
244K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
6.35K+ 9.51% |
$287K - $300K
|
73.1K
$3.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.31K+ 5.56% |
$285K - $298K
|
120K
$5.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.22K+ 56.01% |
$281K - $294K
|
17.3K
$802K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.17K+ 3.32% |
$279K - $291K
|
192K
$8.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
5.96K+ 1.92% |
$269K - $281K
|
317K
$14.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.83KNew |
$264K - $276K
|
5.83K
$270K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.8K+ 106.38% |
$262K - $274K
|
11.3K
$521K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
5.73K+ 16.27% |
$259K - $270K
|
40.9K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.54K+ 16.09% |
$250K - $262K
|
40K
$1.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.53KNew |
$250K - $261K
|
5.53K
$256K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
5.51KNew |
$249K - $260K
|
5.51K
$255K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.41KNew |
$244K - $255K
|
5.41K
$250K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
5.33K+ 5.25% |
$241K - $252K
|
107K
$4.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.32K+ 4.63% |
$240K - $251K
|
120K
$5.57M
|