Purchases and Sales Made in Q2 2022 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q2 2022. The information is specifically focused on institutions that hold shares of VANGUARD MORTG-BACKED SEC ETF .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.6K+ 113.14% |
$627K - $676K
|
25.5K
$1.14M
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
BUY
|
- |
13.3K+ 16.3% |
$613K - $661K
|
94.7K
$4.24M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13.2KNew |
$608K - $656K
|
13.2K
$589K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.5K+ 18.44% |
$577K - $622K
|
80.2K
$3.59M
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
11.8K+ 9.97% |
$543K - $586K
|
130K
$5.81M
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
10.2K+ 3.52% |
$470K - $506K
|
299K
$13.4M
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9.94K+ 229.13% |
$460K - $495K
|
14.3K
$639K
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
BUY
|
- |
9.73KNew |
$450K - $485K
|
9.73K
$436K
|
|
Aug 05, 2022
Q2 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
9.61KNew |
$444K - $479K
|
9.61K
$430K
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9.42K+ 237.71% |
$435K - $469K
|
13.4K
$599K
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9.38KNew |
$433K - $467K
|
9.38K
$420K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.2K+ 39.48% |
$425K - $459K
|
32.5K
$1.46M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
9.1K+ 348.11% |
$421K - $454K
|
11.7K
$525K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
8.92KNew |
$413K - $445K
|
8.92K
$400K
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
8.83KNew |
$408K - $440K
|
8.83K
$395K
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
8.7KNew |
$402K - $433K
|
8.7K
$389K
|
|
Jul 13, 2022
Q2 2022
|
Unison Advisors LLC
|
BUY
|
- |
8.53K+ 12.67% |
$394K - $425K
|
75.9K
$3.4M
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
8.44K+ 17.85% |
$390K - $421K
|
55.7K
$2.49M
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
8.31KNew |
$384K - $414K
|
8.31K
$372K
|
|
Jul 27, 2022
Q2 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
8.24K+ 8.13% |
$381K - $411K
|
110K
$4.91M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.23K+ 22.35% |
$381K - $410K
|
45.1K
$2.02M
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
7.79K+ 2.72% |
$360K - $388K
|
295K
$13.2M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.55KNew |
$349K - $376K
|
7.55K
$338K
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
7.54K+ 95.2% |
$348K - $376K
|
15.5K
$692K
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
7.48K+ 94.48% |
$346K - $373K
|
15.4K
$689K
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.23K+ 2.39% |
$334K - $360K
|
310K
$13.9M
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
BUY
|
- |
6.89KNew |
$318K - $343K
|
6.89K
$308K
|
|
Jul 19, 2022
Q2 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
6.84K+ 1.68% |
$316K - $341K
|
414K
$18.5M
|
|
Aug 10, 2022
Q2 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
6.79K+ 11.69% |
$314K - $338K
|
64.9K
$2.9M
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
BUY
|
- |
6.77K+ 2.19% |
$313K - $337K
|
316K
$14.1M
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.44K+ 106.55% |
$298K - $321K
|
12.5K
$559K
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
6.3K+ 37.89% |
$291K - $314K
|
22.9K
$1.03M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
6.02KNew |
$278K - $300K
|
6.02K
$269K
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5.68KNew |
$263K - $283K
|
5.68K
$254K
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
5.6KNew |
$259K - $279K
|
5.6K
$251K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5.45KNew |
$252K - $271K
|
5.45K
$244K
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.27KNew |
$244K - $263K
|
5.27K
$236K
|
|
Aug 26, 2024
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
5.24K+ 34.27% |
$242K - $261K
|
20.5K
$919K
|
|
Aug 10, 2022
Q2 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
5.23K+ 19.72% |
$242K - $261K
|
31.8K
$1.42M
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5.18KNew |
$240K - $258K
|
5.18K
$232K
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
4.8K+ 65.44% |
$222K - $239K
|
12.1K
$544K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
4.8K+ 12.05% |
$222K - $239K
|
44.6K
$2M
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
BUY
|
- |
4.64KNew |
$215K - $231K
|
4.64K
$208K
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
4.54KNew |
$210K - $226K
|
4.54K
$203K
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.52KNew |
$209K - $225K
|
4.52K
$202K
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
BUY
|
- |
4.47KNew |
$206K - $223K
|
4.47K
$200K
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.45KNew |
$206K - $222K
|
4.45K
$199K
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
4.36K+ 1.01% |
$202K - $217K
|
438K
$19.6M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.12K+ 1.3% |
$190K - $205K
|
322K
$14.4M
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.04K+ 50.34% |
$187K - $201K
|
12.1K
$540K
|