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 |
---|---|---|---|---|---|---|---|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-10.1KClosed |
$439K - $466K
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-7.4K- 3.45% |
$323K - $342K
|
207K
$9.56M
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-5.05KClosed |
$220K - $234K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.38K- 9.51% |
$104K - $110K
|
22.6K
$1.04M
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-488- 78.08% |
$21.3K - $22.6K
|
137
$6.31K
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-458- 20.73% |
$20K - $21.2K
|
1.75K
$80.7K
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-455- 39.88% |
$19.8K - $21K
|
686
$31.6K
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-340- 2.5% |
$14.8K - $15.7K
|
13.3K
$612K
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-340- 91.15% |
$14.8K - $15.7K
|
33
$1.52K
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-200- 5.0% |
$8.72K - $9.24K
|
3.8K
$175K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-136- 54.18% |
$5.93K - $6.28K
|
115
$5.3K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-16- 7.77% |
$698 - $739
|
190
$8.76K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-30.4K- 2.51% |
$1.38M - $1.43M
|
1.18M
$54.4M
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-10.9K- 67.47% |
$495K - $512K
|
5.25K
$242K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.41K- 43.12% |
$201K - $208K
|
5.82K
$268K
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-3.98K- 38.76% |
$181K - $187K
|
6.3K
$290K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.08K- 1.08% |
$94.5K - $97.7K
|
190K
$8.75M
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 13.52% |
$49.9K - $51.6K
|
7.02K
$324K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-550- 99.82% |
$25K - $25.9K
|
1
$46.1
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-492- 17.9% |
$22.4K - $23.1K
|
2.26K
$104K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-419- 82.81% |
$19.1K - $19.7K
|
87
$4.01K
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-401- 8.05% |
$18.2K - $18.9K
|
4.58K
$211K
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-369- 4.84% |
$16.8K - $17.4K
|
7.26K
$334K
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-204- 14.86% |
$9.28K - $9.6K
|
1.17K
$53.9K
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-73- 2.94% |
$3.32K - $3.43K
|
2.41K
$111K
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-52- 1.01% |
$2.37K - $2.45K
|
5.11K
$236K
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-14Closed |
$637 - $659
|
0
$0
|
|
Q1 2023 | |||||||
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-296K- 99.1% |
$13.3M - $14M
|
2.7K
$124K
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-10.7K- 19.8% |
$483K - $507K
|
43.3K
$2M
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.58KClosed |
$297K - $312K
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.15K- 51.16% |
$277K - $291K
|
5.87K
$270K
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.88K- 11.88% |
$84.7K - $89K
|
13.9K
$642K
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-990- 17.87% |
$44.7K - $46.9K
|
4.55K
$210K
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-771- 15.2% |
$34.8K - $36.6K
|
4.3K
$198K
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-715- 10.0% |
$32.3K - $33.9K
|
6.43K
$296K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-586- 96.54% |
$26.5K - $27.8K
|
21
$968
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-293- 6.38% |
$13.2K - $13.9K
|
4.3K
$198K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-65- 5.22% |
$2.93K - $3.08K
|
1.18K
$54.4K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-8- 9.2% |
$361 - $379
|
79
$3.64K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.81M- 97.8% |
$79M - $85M
|
40.7K
$1.88M
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-487K- 62.7% |
$21.2M - $22.8M
|
290K
$13.4M
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-171K- 77.38% |
$7.45M - $8.02M
|
50K
$2.3M
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-24.7KClosed |
$1.08M - $1.16M
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-9.74K- 63.05% |
$425K - $457K
|
5.71K
$263K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.25KClosed |
$273K - $293K
|
0
$0
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.91K- 57.28% |
$257K - $277K
|
4.4K
$203K
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4.21K- 40.59% |
$184K - $198K
|
6.17K
$284K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.95K- 97.01% |
$84.8K - $91.2K
|
60
$2.77K
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-1.17K- 16.26% |
$51K - $54.9K
|
6.03K
$278K
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-434- 0.73% |
$18.9K - $20.4K
|
59.3K
$2.73M
|