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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
494+ 10.86% |
$21.5K - $23.2K
|
5.04K
$231K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
487New |
$21.2K - $22.8K
|
487
$22.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
470+ 1.98% |
$20.5K - $22K
|
24.2K
$1.11M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
470New |
$20.5K - $22K
|
470
$21.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
418+ 22.32% |
$18.2K - $19.6K
|
2.29K
$105K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
403New |
$17.6K - $18.9K
|
403
$18.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
BUY
|
- |
345+ 5.58% |
$15K - $16.2K
|
6.52K
$298K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
341+ 4.36% |
$14.9K - $16K
|
8.16K
$373K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
306+ 104.79% |
$13.3K - $14.4K
|
598
$27.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
299+ 3.16% |
$13K - $14K
|
9.76K
$446K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
299New |
$13K - $14K
|
299
$13.7K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
299New |
$13K - $14K
|
299
$13.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
280+ 4.08% |
$12.2K - $13.1K
|
7.15K
$327K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
279+ 29.21% |
$12.2K - $13.1K
|
1.23K
$56.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
272New |
$11.9K - $12.8K
|
272
$12.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
BUY
|
- |
270+ 0.98% |
$11.8K - $12.7K
|
27.9K
$1.27M
|
|
|
Feb 13, 2025
Q4 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
258+ 4.27% |
$11.2K - $12.1K
|
6.3K
$288K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
220+ 2.53% |
$9.59K - $10.3K
|
8.92K
$408K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
212+ 19.52% |
$9.24K - $9.94K
|
1.3K
$59.4K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
198+ 1.45% |
$8.63K - $9.29K
|
13.8K
$633K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
194+ 1141.18% |
$8.45K - $9.1K
|
211
$9.65K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
170New |
$7.41K - $7.97K
|
170
$7.77K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
162+ 14.2% |
$7.06K - $7.6K
|
1.3K
$59.6K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
162New |
$7.06K - $7.6K
|
162
$7.41K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
156+ 0.95% |
$6.8K - $7.32K
|
16.6K
$757K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
150New |
$6.54K - $7.04K
|
150
$6.86K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
148+ 16.84% |
$6.45K - $6.94K
|
1.03K
$47K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
140+ 2.08% |
$6.1K - $6.57K
|
6.87K
$314K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
140+ 5.22% |
$6.1K - $6.57K
|
2.82K
$129K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
139+ 0.69% |
$6.06K - $6.52K
|
20.2K
$926K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
136New |
$5.93K - $6.38K
|
136
$6.22K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
127New |
$5.53K - $5.96K
|
127
$5.81K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
110+ 0.17% |
$4.79K - $5.16K
|
64.1K
$2.93M
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
96+ 139.13% |
$4.18K - $4.5K
|
165
$7.55K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
90New |
$3.92K - $4.22K
|
90
$4.12K
|
|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
71+ 0.07% |
$3.09K - $3.33K
|
105K
$4.81M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
69New |
$3.01K - $3.24K
|
69
$3.16K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
60New |
$2.61K - $2.81K
|
60
$2.74K
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
60New |
$2.61K - $2.81K
|
60
$2.74K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
52+ 30.77% |
$2.27K - $2.44K
|
221
$10.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
45+ 0.17% |
$1.96K - $2.11K
|
26.5K
$1.21M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
41+ 0.04% |
$1.79K - $1.92K
|
98.1K
$4.49M
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
41New |
$1.79K - $1.92K
|
41
$1.87K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
26+ 6.7% |
$1.13K - $1.22K
|
414
$18.9K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
25New |
$1.09K - $1.17K
|
25
$1.14K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
22New |
$959 - $1.03K
|
22
$1.01K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
22New |
$959 - $1.03K
|
22
$1.01K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
22+ 0.9% |
$959 - $1.03K
|
2.47K
$113K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
22+ 0.65% |
$959 - $1.03K
|
3.4K
$155K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
19+ 3.49% |
$828 - $891
|
564
$25.8K
|