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 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
363+ 2.78% |
$16.3K - $17.3K
|
13.4K
$609K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
358+ 5.6% |
$16.1K - $17K
|
6.76K
$306K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
354+ 0.62% |
$15.9K - $16.8K
|
57.4K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
327+ 4.73% |
$14.7K - $15.5K
|
7.23K
$328K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
309+ 0.66% |
$13.9K - $14.7K
|
47.2K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
278New |
$12.5K - $13.2K
|
278
$12.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
256New |
$11.5K - $12.2K
|
256
$11.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
246+ 22.0% |
$11K - $11.7K
|
1.36K
$61.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
229+ 0.29% |
$10.3K - $10.9K
|
78.1K
$3.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
225New |
$10.1K - $10.7K
|
225
$10.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
209+ 0.5% |
$9.38K - $9.94K
|
41.7K
$1.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
200+ 740.74% |
$8.98K - $9.51K
|
227
$10.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
191+ 0.75% |
$8.58K - $9.08K
|
25.7K
$1.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
189+ 1.77% |
$8.49K - $8.99K
|
10.8K
$491K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
179+ 542.42% |
$8.04K - $8.51K
|
212
$9.61K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
176New |
$7.9K - $8.37K
|
176
$7.98K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
165+ 2.21% |
$7.41K - $7.85K
|
7.63K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
137+ 35.04% |
$6.15K - $6.51K
|
528
$23.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
127New |
$5.7K - $6.04K
|
127
$5.76K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
117+ 1063.64% |
$5.25K - $5.56K
|
128
$5.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
109+ 0.28% |
$4.89K - $5.18K
|
38.9K
$1.76M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
104+ 1.04% |
$4.67K - $4.95K
|
10.1K
$459K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
98+ 23.22% |
$4.4K - $4.66K
|
520
$23.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
95+ 10.93% |
$4.27K - $4.52K
|
964
$43.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
92+ 0.07% |
$4.13K - $4.37K
|
129K
$5.85M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
89New |
$4K - $4.23K
|
89
$4.03K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
89New |
$4K - $4.23K
|
89
$4.03K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
89New |
$4K - $4.23K
|
89
$4.03K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
88+ 1.39% |
$3.95K - $4.18K
|
6.43K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
67+ 0.82% |
$3.01K - $3.19K
|
8.26K
$374K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
67+ 7.31% |
$3.01K - $3.19K
|
984
$44.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
63New |
$2.83K - $3K
|
63
$2.86K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
63+ 27.88% |
$2.83K - $3K
|
289
$13.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
63+ 1.06% |
$2.83K - $3K
|
6.02K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
56+ 0.67% |
$2.51K - $2.66K
|
8.4K
$381K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
50+ 24.27% |
$2.25K - $2.38K
|
256
$11.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
49+ 0.84% |
$2.2K - $2.33K
|
5.88K
$267K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
38New |
$1.71K - $1.81K
|
38
$1.72K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
37New |
$1.66K - $1.76K
|
37
$1.68K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
25+ 0.71% |
$1.12K - $1.19K
|
3.54K
$161K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25+ 0.22% |
$1.12K - $1.19K
|
11.6K
$524K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
22+ 275.0% |
$988 - $1.05K
|
30
$1.36K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
20New |
$898 - $951
|
20
$906
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19+ 0.13% |
$853 - $903
|
14.7K
$668K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13+ 0.87% |
$584 - $618
|
1.51K
$68.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
10+ 0.01% |
$449 - $476
|
78.4K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7New |
$314 - $333
|
7
$317
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
7New |
$314 - $333
|
7
$317
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2+ 18.18% |
$89.8 - $95.1
|
13
$589
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.08% |
$44.9 - $47.6
|
1.2K
$54.3K
|