Purchases and Sales Made in Q4 2021 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-8.76K- 65.99% |
$462K - $467K
|
4.51K
$205K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.81K- 52.85% |
$464K - $470K
|
7.86K
$356K
|
|
|
Feb 01, 2022
Q4 2021
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-8.97K- 41.01% |
$473K - $478K
|
12.9K
$585K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-9.04K- 48.11% |
$476K - $482K
|
9.75K
$442K
|
|
|
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-9.25K- 14.47% |
$487K - $493K
|
54.6K
$2.48M
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Investment Management, LLC
|
SELL
|
- |
-9.37K- 16.88% |
$494K - $500K
|
46.2K
$2.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.57K- 0.47% |
$505K - $511K
|
2.04M
$92.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-9.78K- 50.0% |
$515K - $521K
|
9.78K
$443K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.91K- 1.89% |
$522K - $528K
|
515K
$23.3M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-10.3K- 2.62% |
$544K - $551K
|
384K
$17.4M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-10.6K- 47.25% |
$559K - $566K
|
11.8K
$537K
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10.9KClosed |
$572K - $579K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-11.4K- 7.04% |
$598K - $606K
|
150K
$6.79M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-11.4KClosed |
$602K - $609K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-12.2K- 37.58% |
$642K - $650K
|
20.2K
$917K
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-12.6K- 4.5% |
$662K - $670K
|
267K
$12.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-13.1K- 17.39% |
$691K - $699K
|
62.3K
$2.82M
|
|
|
Feb 16, 2022
Q4 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-13.1K- 17.49% |
$691K - $699K
|
61.8K
$2.8M
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-13.3K- 27.06% |
$699K - $708K
|
35.8K
$1.62M
|
|
|
Feb 02, 2022
Q4 2021
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-13.5K- 9.57% |
$714K - $723K
|
128K
$5.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-15.7K- 8.59% |
$827K - $837K
|
167K
$7.57M
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-16.8K- 4.02% |
$886K - $897K
|
401K
$18.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-19.8KClosed |
$1.05M - $1.06M
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-20.1KClosed |
$1.06M - $1.07M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-22.1K- 28.11% |
$1.16M - $1.18M
|
56.4K
$2.56M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-24.2K- 60.0% |
$1.28M - $1.29M
|
16.2K
$732K
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
SELL
|
- |
-27K- 19.25% |
$1.42M - $1.44M
|
113K
$5.13M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-28.7K- 4.35% |
$1.51M - $1.53M
|
631K
$28.6M
|
|
|
Feb 14, 2022
Q4 2021
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-28.7K- 12.35% |
$1.51M - $1.53M
|
204K
$9.23M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-29.1K- 4.15% |
$1.53M - $1.55M
|
672K
$30.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29.5K- 2.02% |
$1.56M - $1.57M
|
1.43M
$65M
|
|
|
Feb 14, 2022
Q4 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-29.6KClosed |
$1.56M - $1.58M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Ht Partners LLC
|
SELL
|
- |
-32.1K- 25.25% |
$1.69M - $1.71M
|
95.1K
$4.31M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-34.8K- 65.75% |
$1.84M - $1.86M
|
18.1K
$822K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-41.2K- 21.0% |
$2.17M - $2.2M
|
155K
$7.02M
|
|
|
Feb 07, 2022
Q4 2021
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-42.5K- 3.88% |
$2.24M - $2.27M
|
1.05M
$47.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-43.5KClosed |
$2.29M - $2.32M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-46.4K- 22.0% |
$2.45M - $2.48M
|
165K
$7.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-46.5KClosed |
$2.45M - $2.48M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-47.7K- 38.34% |
$2.51M - $2.54M
|
76.7K
$3.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-48.1K- 71.11% |
$2.54M - $2.57M
|
19.6K
$887K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-49.6K- 23.6% |
$2.61M - $2.64M
|
160K
$7.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-51.9KClosed |
$2.74M - $2.77M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-54.5K- 49.53% |
$2.87M - $2.9M
|
55.5K
$2.51M
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-59.1KClosed |
$3.11M - $3.15M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-60.6K- 15.05% |
$3.19M - $3.23M
|
342K
$15.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-61.1K- 26.18% |
$3.22M - $3.26M
|
172K
$7.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-61.1KClosed |
$3.22M - $3.26M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-66.2K- 21.87% |
$3.49M - $3.53M
|
236K
$10.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-68.8K- 3.73% |
$3.63M - $3.67M
|
1.78M
$80.6M
|