Purchases and Sales Made in Q4 2022 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q4 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 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-112K- 71.09% |
$4.86M - $5.23M
|
45.3K
$2.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-133K- 7.1% |
$5.81M - $6.26M
|
1.74M
$79.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-137K- 6.31% |
$5.98M - $6.43M
|
2.04M
$93.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-145K- 86.16% |
$6.34M - $6.82M
|
23.4K
$1.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-153K- 6.29% |
$6.67M - $7.18M
|
2.28M
$104M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-171K- 77.38% |
$7.45M - $8.02M
|
50K
$2.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-199K- 4.34% |
$8.69M - $9.35M
|
4.39M
$201M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-226K- 10.07% |
$9.83M - $10.6M
|
2.02M
$92.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
SELL
|
- |
-230K- 76.58% |
$10M - $10.8M
|
70.4K
$3.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-256K- 36.33% |
$11.2M - $12M
|
449K
$20.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-303K- 93.65% |
$13.2M - $14.2M
|
20.6K
$940K
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-340K- 53.26% |
$14.8M - $15.9M
|
298K
$13.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-355K- 71.07% |
$15.5M - $16.7M
|
145K
$6.62M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-373K- 26.86% |
$16.2M - $17.5M
|
1.02M
$46.4M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-440K- 97.41% |
$19.2M - $20.6M
|
11.7K
$535K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-466K- 2.46% |
$20.3M - $21.8M
|
18.5M
$845M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-487K- 62.7% |
$21.2M - $22.8M
|
290K
$13.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-767K- 23.57% |
$33.4M - $36M
|
2.49M
$114M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.02M- 97.61% |
$44.3M - $47.7M
|
24.9K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.81M- 97.8% |
$79M - $85M
|
40.7K
$1.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-2.81M- 31.69% |
$123M - $132M
|
6.07M
$277M
|