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 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-723Closed |
$33.4K - $36K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-729- 5.03% |
$33.7K - $36.3K
|
13.8K
$616K
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-736- 6.52% |
$34K - $36.7K
|
10.5K
$472K
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-737- 36.11% |
$34.1K - $36.7K
|
1.3K
$58.4K
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-739- 13.81% |
$34.2K - $36.8K
|
4.61K
$206K
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-743- 2.95% |
$34.3K - $37K
|
24.4K
$1.09M
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-746Closed |
$34.5K - $37.2K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-750- 5.64% |
$34.7K - $37.4K
|
12.5K
$562K
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-756- 15.5% |
$34.9K - $37.7K
|
4.12K
$185K
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-759- 72.15% |
$35.1K - $37.8K
|
293
$13.1K
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-780- 3.23% |
$36.1K - $38.9K
|
23.3K
$1.04M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-841- 14.11% |
$38.9K - $41.9K
|
5.12K
$229K
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-874- 3.42% |
$40.4K - $43.6K
|
24.7K
$1.11M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-891- 12.48% |
$41.2K - $44.4K
|
6.25K
$280K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-941- 0.11% |
$43.5K - $46.9K
|
832K
$37.3M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-941- 0.11% |
$43.5K - $46.9K
|
832K
$37.3M
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-945- 17.38% |
$43.7K - $47.1K
|
4.49K
$201K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-958- 24.92% |
$44.3K - $47.7K
|
2.89K
$129K
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-976- 13.91% |
$45.1K - $48.6K
|
6.04K
$270K
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1K- 5.98% |
$46.2K - $49.8K
|
15.7K
$703K
|
|
Aug 15, 2022
Q2 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1K- 12.5% |
$46.2K - $49.8K
|
7K
$313K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1K- 19.09% |
$46.4K - $50K
|
4.26K
$191K
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.01K- 5.64% |
$46.8K - $50.5K
|
17K
$759K
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
SELL
|
- |
-1.02K- 4.58% |
$46.9K - $50.6K
|
21.2K
$948K
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-1.07K- 7.28% |
$49.3K - $53.1K
|
13.6K
$608K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.27K- 14.57% |
$58.9K - $63.5K
|
7.47K
$334K
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.35K- 21.37% |
$62.4K - $67.3K
|
4.97K
$222K
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.36K- 15.15% |
$62.8K - $67.7K
|
7.61K
$340K
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 12.64% |
$64.2K - $69.2K
|
9.6K
$430K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.4K- 1.61% |
$64.6K - $69.6K
|
85.4K
$3.82M
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.43K- 16.07% |
$66K - $71.1K
|
7.45K
$334K
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.46K- 24.62% |
$67.4K - $72.6K
|
4.46K
$200K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.48K- 1.43% |
$68.5K - $73.8K
|
102K
$4.56M
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.51K- 2.32% |
$69.6K - $75K
|
63.4K
$2.84M
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-1.52K- 7.23% |
$70.1K - $75.6K
|
19.5K
$871K
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.57K- 15.8% |
$72.8K - $78.4K
|
8.39K
$376K
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.62K- 15.07% |
$74.7K - $80.5K
|
9.1K
$408K
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.63K- 0.12% |
$75.4K - $81.3K
|
1.38M
$62M
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.68K- 41.88% |
$77.9K - $83.9K
|
2.34K
$105K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.75K- 12.37% |
$81.1K - $87.4K
|
12.4K
$556K
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.79K- 13.63% |
$82.5K - $88.9K
|
11.3K
$506K
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.88K- 90.78% |
$86.9K - $93.7K
|
191
$8.55K
|
|
Aug 02, 2022
Q2 2022
|
Resource Planning Group
|
SELL
|
- |
-1.92K- 8.54% |
$88.7K - $95.6K
|
20.6K
$920K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.97K- 12.18% |
$91.2K - $98.3K
|
14.2K
$637K
|
|
Jul 19, 2022
Q2 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-2K- 16.04% |
$92.6K - $99.8K
|
10.5K
$470K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.07K- 22.07% |
$95.7K - $103K
|
7.31K
$327K
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.07K- 22.07% |
$95.7K - $103K
|
7.31K
$327K
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-2.07K- 15.03% |
$95.7K - $103K
|
11.7K
$524K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.1K- 96.2% |
$97.1K - $105K
|
83
$3.72K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.11K- 2.09% |
$97.6K - $105K
|
98.9K
$4.43M
|