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 |
|---|---|---|---|---|---|---|---|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
54.2KNew |
$2.86M - $2.89M
|
54.2K
$2.47M
|
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
52.8KNew |
$2.78M - $2.82M
|
52.8K
$2.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
46.4K+ 12.92% |
$2.45M - $2.48M
|
406K
$18.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Northland Capital Management LLC
|
BUY
|
- |
45.7KNew |
$2.41M - $2.44M
|
45.7K
$2.08M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
45.2K+ 3.95% |
$2.38M - $2.41M
|
1.19M
$54.2M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
44.4KNew |
$2.34M - $2.37M
|
44.4K
$2.02M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
40.9KNew |
$2.16M - $2.18M
|
40.9K
$1.87M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
40.4KNew |
$2.13M - $2.16M
|
40.4K
$1.84M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
39.5K+ 45.61% |
$2.08M - $2.11M
|
126K
$5.75M
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
37.1K+ 4.29% |
$1.96M - $1.98M
|
903K
$41.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
35.9K+ 160.94% |
$1.89M - $1.91M
|
58.2K
$2.65M
|
|
|
Feb 04, 2022
Q4 2021
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
35.7KNew |
$1.88M - $1.9M
|
35.7K
$1.63M
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
35KNew |
$1.84M - $1.87M
|
35K
$1.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
33.6K+ 4.12% |
$1.77M - $1.79M
|
848K
$38.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
33KNew |
$1.74M - $1.76M
|
33K
$1.51M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
32.5K+ 2.44% |
$1.71M - $1.73M
|
1.37M
$62.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
31.1K+ 2.4% |
$1.64M - $1.66M
|
1.33M
$60.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
30.2K+ 7.38% |
$1.59M - $1.61M
|
440K
$20M
|
|
|
Jan 13, 2022
Q4 2021
|
Parkside Advisors LLC
|
BUY
|
- |
27.4K+ 10.16% |
$1.44M - $1.46M
|
297K
$13.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
27.1KNew |
$1.43M - $1.45M
|
27.1K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
25.4K+ 4.82% |
$1.34M - $1.35M
|
552K
$25.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
23.9K+ 3.7% |
$1.26M - $1.28M
|
671K
$30.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
23.5KNew |
$1.24M - $1.25M
|
23.5K
$1.07M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
23.1KNew |
$1.22M - $1.23M
|
23.1K
$1.06M
|
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
23.1KNew |
$1.22M - $1.23M
|
23.1K
$1.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21.7K+ 18.59% |
$1.14M - $1.16M
|
138K
$6.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
BUY
|
- |
21.3K+ 7.93% |
$1.12M - $1.14M
|
290K
$13.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21K+ 6.25% |
$1.11M - $1.12M
|
357K
$16.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
20.6KNew |
$1.09M - $1.1M
|
20.6K
$941K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
20.4K+ 7.73% |
$1.08M - $1.09M
|
285K
$13M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
19.2K+ 8.23% |
$1.01M - $1.02M
|
253K
$11.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
19.1K+ 84.99% |
$1M - $1.02M
|
41.5K
$1.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.5K+ 3.84% |
$974K - $986K
|
499K
$22.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
17.9K+ 152.13% |
$946K - $957K
|
29.7K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
17K+ 26.68% |
$897K - $908K
|
80.8K
$3.68M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
17KNew |
$897K - $908K
|
17K
$776K
|
|
|
Feb 08, 2022
Q4 2021
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
17K+ 4.46% |
$894K - $905K
|
397K
$18.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
16.3K+ 144.52% |
$859K - $869K
|
27.6K
$1.26M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15.7K+ 2.04% |
$825K - $835K
|
785K
$35.8M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
15.7K+ 2.04% |
$825K - $835K
|
785K
$35.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
15.4K+ 15.13% |
$810K - $820K
|
117K
$5.33M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
14.4KNew |
$761K - $771K
|
14.4K
$659K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
13.4KNew |
$707K - $716K
|
13.4K
$612K
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Life Advisors
|
BUY
|
- |
13K+ 3.56% |
$686K - $694K
|
379K
$17.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
12.9K+ 1791.66% |
$679K - $687K
|
13.6K
$620K
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
12.7KNew |
$668K - $676K
|
12.7K
$578K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.5K+ 98.33% |
$659K - $667K
|
25.2K
$1.15M
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
12.3KNew |
$647K - $655K
|
12.3K
$560K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.2KNew |
$645K - $653K
|
12.2K
$558K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12K+ 28.98% |
$630K - $638K
|
53.2K
$2.43M
|