Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-27.3K- 75.35% |
$1.2M - $1.25M
|
8.93K
$411K
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-6.69K- 56.91% |
$295K - $306K
|
5.06K
$233K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-6.63K- 46.35% |
$293K - $303K
|
7.67K
$354K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.2K- 53.91% |
$230K - $238K
|
4.45K
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-4.53K- 94.51% |
$200K - $207K
|
263
$12.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-3.72K- 32.35% |
$164K - $170K
|
7.77K
$358K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-3.44K- 95.21% |
$152K - $157K
|
173
$7.97K
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.8K- 33.75% |
$123K - $128K
|
5.49K
$253K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.31K- 33.48% |
$102K - $106K
|
4.59K
$212K
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
SELL
|
- |
-1.25K- 10.34% |
$55.2K - $57.2K
|
10.8K
$499K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-942- 26.07% |
$41.6K - $43.1K
|
2.67K
$123K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-695- 5.18% |
$30.7K - $31.8K
|
12.7K
$587K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-370- 87.47% |
$16.3K - $16.9K
|
53
$2.44K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-316- 60.19% |
$14K - $14.5K
|
209
$9.63K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-87- 1.55% |
$3.84K - $3.98K
|
5.53K
$255K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-77- 32.49% |
$3.4K - $3.52K
|
160
$7.37K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-50Closed |
$2.21K - $2.29K
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-49- 29.52% |
$2.16K - $2.24K
|
117
$5.39K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-48- 21.72% |
$2.12K - $2.2K
|
173
$7.97K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-29- 1.55% |
$1.28K - $1.33K
|
1.84K
$84.7K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-19- 3.65% |
$839 - $869
|
501
$23.1K
|
|
| Q1 2024 | |||||||
|
Apr 19, 2024
Q1 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-16.8K- 64.7% |
$757K - $779K
|
9.18K
$423K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.4K- 5.97% |
$514K - $529K
|
180K
$8.3M
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-10K- 39.82% |
$450K - $463K
|
15.1K
$697K
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-6.08KClosed |
$273K - $281K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.2K- 16.55% |
$53.8K - $55.4K
|
6.03K
$278K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-997- 12.56% |
$44.8K - $46.2K
|
6.94K
$320K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-669- 7.56% |
$30.1K - $31K
|
8.18K
$377K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-597- 6.18% |
$26.9K - $27.6K
|
9.06K
$418K
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
SELL
|
- |
-552- 9.5% |
$24.8K - $25.6K
|
5.26K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-458- 86.74% |
$20.6K - $21.2K
|
70
$3.23K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-400- 86.02% |
$18K - $18.5K
|
65
$3K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-222- 3.01% |
$9.99K - $10.3K
|
7.15K
$329K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-168- 76.02% |
$7.56K - $7.78K
|
53
$2.44K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-49- 51.58% |
$2.2K - $2.27K
|
46
$2.12K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-29- 4.97% |
$1.3K - $1.34K
|
554
$25.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-25- 7.04% |
$1.12K - $1.16K
|
330
$15.2K
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-674K- 98.54% |
$28.5M - $31.4M
|
10K
$461K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-45.2KClosed |
$1.91M - $2.11M
|
0
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-45K- 6.69% |
$1.91M - $2.1M
|
628K
$28.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-7.54K- 11.6% |
$319K - $351K
|
57.4K
$2.65M
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-3.28K- 3.18% |
$139K - $153K
|
99.9K
$4.61M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-2.13K- 11.72% |
$90.2K - $99.4K
|
16.1K
$740K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-900- 16.36% |
$38.1K - $41.9K
|
4.6K
$212K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-353- 6.95% |
$14.9K - $16.4K
|
4.73K
$218K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-258- 2.53% |
$10.9K - $12K
|
9.94K
$458K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-39- 13.27% |
$1.65K - $1.82K
|
255
$11.8K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.56MClosed |
$68M - $72.1M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-67.8K- 28.16% |
$2.96M - $3.13M
|
173K
$7.97M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-42.6K- 31.09% |
$1.86M - $1.97M
|
94.4K
$4.35M
|
|