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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.57K+ 40.35% |
$82.8K - $83.8K
|
5.46K
$249K
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.5K+ 9.0% |
$79.1K - $80.1K
|
18.2K
$829K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.46K+ 2.91% |
$76.9K - $77.8K
|
51.5K
$2.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
1.43K+ 5.15% |
$75.4K - $76.3K
|
29.2K
$1.33M
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.21K+ 2.84% |
$64K - $64.8K
|
44K
$2.01M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.2K+ 115.12% |
$63.4K - $64.2K
|
2.25K
$103K
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.09K+ 19.89% |
$57.7K - $58.4K
|
6.59K
$301K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
1.05KNew |
$55.5K - $56.1K
|
1.05K
$48K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.02KNew |
$54K - $54.6K
|
1.02K
$46.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
850New |
$44.8K - $45.3K
|
850
$38.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
850+ 3.43% |
$44.8K - $45.3K
|
25.6K
$1.17M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
833+ 8.56% |
$43.9K - $44.4K
|
10.6K
$482K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
807+ 6.69% |
$42.5K - $43.1K
|
12.9K
$587K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
752+ 2.81% |
$39.6K - $40.1K
|
27.5K
$1.25M
|
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
BUY
|
- |
745+ 0.34% |
$39.3K - $39.7K
|
223K
$10.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
732+ 16.85% |
$38.6K - $39.1K
|
5.08K
$232K
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
719New |
$37.9K - $38.4K
|
719
$32.8K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
704+ 0.75% |
$37.1K - $37.6K
|
94K
$4.29M
|
|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
703+ 8.2% |
$37.1K - $37.5K
|
9.27K
$423K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
700+ 8.59% |
$36.9K - $37.3K
|
8.85K
$404K
|
|
|
Jan 25, 2022
Q4 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
692+ 0.66% |
$36.5K - $36.9K
|
106K
$4.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
678+ 4.28% |
$35.7K - $36.2K
|
16.5K
$753K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
661+ 11.72% |
$34.8K - $35.3K
|
6.3K
$287K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
642+ 5.61% |
$33.8K - $34.3K
|
12.1K
$551K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
641+ 68.56% |
$33.8K - $34.2K
|
1.58K
$71.9K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
629+ 5.38% |
$33.2K - $33.6K
|
12.3K
$562K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
614+ 6.75% |
$32.4K - $32.8K
|
9.71K
$443K
|
|
|
Jan 18, 2022
Q4 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
609+ 4.96% |
$32.1K - $32.5K
|
12.9K
$587K
|
|
|
Feb 07, 2022
Q4 2021
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
548+ 0.35% |
$28.9K - $29.2K
|
157K
$7.18M
|
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
BUY
|
- |
538+ 2.04% |
$28.4K - $28.7K
|
26.9K
$1.22M
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
508+ 59.14% |
$26.8K - $27.1K
|
1.37K
$62.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
506+ 13.06% |
$26.7K - $27K
|
4.38K
$200K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
488+ 3.59% |
$25.7K - $26K
|
14.1K
$642K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
482+ 2.84% |
$25.4K - $25.7K
|
17.5K
$796K
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
471New |
$24.8K - $25.1K
|
471
$21.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
469+ 700.0% |
$24.7K - $25K
|
536
$24.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
447+ 1.62% |
$23.6K - $23.8K
|
28K
$1.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
428+ 39.19% |
$22.6K - $22.8K
|
1.52K
$69.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
421+ 3.87% |
$22.2K - $22.5K
|
11.3K
$515K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
415+ 2.98% |
$21.9K - $22.1K
|
14.3K
$654K
|
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
410+ 4.83% |
$21.6K - $21.9K
|
8.9K
$406K
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
394+ 7.31% |
$20.8K - $21K
|
5.79K
$264K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
386+ 6.59% |
$20.3K - $20.6K
|
6.24K
$285K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
376+ 2.38% |
$19.8K - $20.1K
|
16.2K
$737K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
374+ 1.66% |
$19.7K - $20K
|
22.9K
$1.04M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
341New |
$18K - $18.2K
|
341
$15.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
340+ 3.81% |
$17.9K - $18.1K
|
9.25K
$422K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
334New |
$17.6K - $17.8K
|
334
$15.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
300+ 230.77% |
$15.8K - $16K
|
430
$19.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
252New |
$13.3K - $13.4K
|
252
$11.5K
|