Purchases and Sales Made in Q3 2023 in Vanguard Mortg Backed Sec ETF (VMBS)

VMBS Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q3 2023. 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
Nov 08, 2023 Q3 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
8.12M
+ 6.55%
$354M - $375M
132M $5.91B
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
3.59M
New
$157M - $166M
3.59M $161M
Nov 08, 2023 Q3 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
1.47M
+ 92.93%
$63.9M - $67.7M
3.04M $136M
Nov 15, 2023 Q3 2023
Hamilton Capital, LLC

Columbus, OH
BUY
 -
1.11M
+ 1058.21%
$48.4M - $51.3M
1.22M $54.4M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
910K
+ 45.85%
$39.7M - $42.1M
2.9M $130M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
822K
+ 2639.76%
$35.9M - $38M
853K $38.2M
Oct 27, 2023 Q3 2023
Allspring Global Investments Holdings, LLC

BUY
 -
802K
New
$35M - $37.1M
802K $35.9M
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
752K
+ 4786.18%
$32.8M - $34.7M
767K $34.4M
Nov 13, 2023 Q3 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
751K
New
$32.7M - $34.7M
751K $33.6M
Oct 17, 2023 Q3 2023
Northland Capital Management LLC

BUY
 -
653K
+ 13060.04%
$28.5M - $30.2M
658K $29.5M
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
575K
+ 83.98%
$25.1M - $26.6M
1.26M $56.4M
Nov 13, 2023 Q3 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
574K
+ 88.7%
$25M - $26.5M
1.22M $54.7M
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
529K
+ 9.33%
$23.1M - $24.4M
6.19M $277M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
480K
+ 4.81%
$20.9M - $22.2M
10.5M $469M
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
462K
+ 2022.06%
$20.1M - $21.3M
485K $21.7M
Nov 14, 2023 Q3 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
456K
+ 34.96%
$19.9M - $21.1M
1.76M $78.9M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
391K
+ 9.71%
$17M - $18.1M
4.42M $198M
Nov 01, 2023 Q3 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
390K
New
$17M - $18M
390K $17.5M
Nov 09, 2023 Q3 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
326K
+ 32.06%
$14.2M - $15.1M
1.34M $60.1M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
184K
+ 6.98%
$8.03M - $8.51M
2.82M $126M
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
BUY
 -
182K
+ 912.07%
$7.95M - $8.43M
202K $9.06M
Nov 03, 2023 Q3 2023
Fiducient Advisors LLC

BUY
 -
163K
New
$7.12M - $7.54M
163K $7.31M
Nov 14, 2023 Q3 2023
Staley Capital Advisers Inc

BUY
 -
154K
+ 177.29%
$6.72M - $7.12M
241K $10.8M
Oct 19, 2023 Q3 2023
Connecticut Wealth Management, LLC

BUY
 -
150K
+ 84.51%
$6.56M - $6.95M
329K $14.7M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
147K
+ 3.09%
$6.41M - $6.79M
4.9M $220M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
145K
+ 5.18%
$6.34M - $6.72M
2.95M $132M
Nov 13, 2023 Q3 2023
Dark Forest Capital Management LP

Weston, CT
BUY
 -
135K
+ 104.46%
$5.9M - $6.26M
265K $11.9M
Oct 13, 2023 Q3 2023
Ullmann Wealth Partners Group, LLC

BUY
 -
131K
+ 199.14%
$5.73M - $6.07M
197K $8.83M
Oct 23, 2023 Q3 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
127K
+ 75.22%
$5.54M - $5.87M
296K $13.2M
Nov 15, 2023 Q3 2023
American Trust

Lexington, KY
BUY
 -
127K
+ 26.49%
$5.52M - $5.85M
605K $27.1M
Nov 14, 2023 Q3 2023
Rogco, LP

Claremore, OK
BUY
 -
108K
New
$4.7M - $4.98M
108K $4.82M
Nov 15, 2023 Q3 2023
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
103K
+ 2184.31%
$4.48M - $4.75M
107K $4.81M
Dec 14, 2023 Q3 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
91K
New
$3.97M - $4.21M
91K $4.07M
Nov 14, 2023 Q3 2023
Alps Advisors Inc

Denver, CO
BUY
 -
80.2K
+ 63.61%
$3.5M - $3.71M
206K $9.23M
Oct 24, 2023 Q3 2023
Kure Advisory, LLC

Plymouth, MN
BUY
 -
71.1K
New
$3.1M - $3.29M
71.1K $3.18M
Nov 08, 2023 Q3 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
70.2K
+ 9.22%
$3.06M - $3.25M
832K $37.2M
Nov 14, 2023 Q3 2023
Family Management Corp

New York, NY
BUY
 -
68.3K
+ 2753.23%
$2.98M - $3.16M
70.8K $3.17M
Nov 13, 2023 Q3 2023
Evoke Wealth, LLC

BUY
 -
68.3K
New
$2.98M - $3.16M
68.3K $3.06M
Nov 09, 2023 Q3 2023
Vectors Research Management, LLC

New York, NY
BUY
 -
60.4K
+ 14.72%
$2.63M - $2.79M
471K $21.1M
Nov 14, 2023 Q3 2023
Zacks Investment Management

Chicago, IL
BUY
 -
60.3K
+ 95.97%
$2.63M - $2.79M
123K $5.51M
Oct 30, 2023 Q3 2023
True Link Financial Advisors, LLC

BUY
 -
59.6K
+ 9.55%
$2.6M - $2.75M
684K $30.6M
Oct 13, 2023 Q3 2023
Courier Capital LLC

BUY
 -
59.2K
+ 15.2%
$2.58M - $2.74M
449K $20.1M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
59.2K
+ 45.37%
$2.58M - $2.73M
190K $8.49M
Oct 31, 2023 Q3 2023
First American Trust, Fsb

BUY
 -
56.8K
+ 72.85%
$2.48M - $2.62M
135K $6.03M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
56.6K
+ 2.57%
$2.47M - $2.62M
2.26M $101M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
54.5K
+ 9.02%
$2.38M - $2.52M
658K $29.5M
Nov 13, 2023 Q3 2023
Bank Of Hawaii

Honolulu, HI
BUY
 -
54.4K
+ 5.37%
$2.37M - $2.52M
1.07M $47.8M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
48.7K
+ 9.69%
$2.12M - $2.25M
551K $24.7M
Oct 26, 2023 Q3 2023
Sage Rhino Capital LLC

BUY
 -
48.4K
New
$2.11M - $2.24M
48.4K $2.17M

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