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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-11.7K- 16.49% |
$510K - $549K
|
59.2K
$2.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-12.2K- 11.17% |
$531K - $572K
|
97K
$4.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12.7K- 13.74% |
$552K - $594K
|
79.5K
$3.64M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-13K- 41.74% |
$566K - $609K
|
18.1K
$829K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.8K- 17.35% |
$603K - $649K
|
66K
$3.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-13.9K- 1.15% |
$605K - $651K
|
1.19M
$54.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.9K- 51.81% |
$605K - $651K
|
12.9K
$591K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-14.1K- 67.75% |
$613K - $660K
|
6.7K
$306K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-14.6K- 50.36% |
$637K - $685K
|
14.4K
$659K
|
|
|
Feb 13, 2023
Q4 2022
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-14.8K- 9.01% |
$647K - $696K
|
150K
$6.85M
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-15K- 7.89% |
$652K - $701K
|
175K
$7.98M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.4K- 3.02% |
$669K - $720K
|
493K
$22.5M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-16.3K- 45.73% |
$709K - $763K
|
19.3K
$883K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-17K- 51.77% |
$740K - $796K
|
15.8K
$723K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-17.4K- 5.87% |
$757K - $814K
|
278K
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-17.6K- 11.07% |
$766K - $824K
|
141K
$6.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.7K- 9.24% |
$814K - $876K
|
183K
$8.39M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-19.1K- 98.54% |
$834K - $897K
|
284
$13K
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-20.8K- 41.92% |
$908K - $977K
|
28.9K
$1.32M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-21.8K- 24.88% |
$951K - $1.02M
|
65.9K
$3.01M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.5K- 11.18% |
$981K - $1.06M
|
179K
$8.18M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-22.5K- 58.38% |
$982K - $1.06M
|
16.1K
$735K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-23.7K- 8.86% |
$1.03M - $1.11M
|
244K
$11.2M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-24.7KClosed |
$1.08M - $1.16M
|
0
$0
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-24.8K- 5.68% |
$1.08M - $1.16M
|
412K
$18.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-25.3K- 38.01% |
$1.1M - $1.18M
|
41.2K
$1.88M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-25.7K- 89.75% |
$1.12M - $1.2M
|
2.93K
$134K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25.7K- 4.04% |
$1.12M - $1.21M
|
610K
$27.9M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-26.1K- 57.4% |
$1.14M - $1.22M
|
19.4K
$886K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-26.1K- 57.4% |
$1.14M - $1.22M
|
19.4K
$886K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-28.4K- 35.62% |
$1.24M - $1.33M
|
51.2K
$2.34M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-28.5K- 4.91% |
$1.24M - $1.34M
|
552K
$25.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-31.3K- 7.51% |
$1.37M - $1.47M
|
386K
$17.6M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-35.7K- 4.75% |
$1.56M - $1.68M
|
716K
$32.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-40.8K- 12.13% |
$1.78M - $1.92M
|
296K
$13.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-41.5K- 3.21% |
$1.81M - $1.94M
|
1.25M
$57.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-45.6K- 16.88% |
$1.99M - $2.14M
|
225K
$10.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-46.3K- 31.4% |
$2.02M - $2.17M
|
101K
$4.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-51.9K- 25.75% |
$2.26M - $2.43M
|
150K
$6.84M
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-54.3K- 19.89% |
$2.37M - $2.55M
|
219K
$10M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-54.7K- 87.93% |
$2.38M - $2.57M
|
7.51K
$343K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-54.9K- 25.75% |
$2.39M - $2.57M
|
158K
$7.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-66.5K- 80.93% |
$2.9M - $3.12M
|
15.7K
$717K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-76.3K- 20.04% |
$3.33M - $3.58M
|
304K
$13.9M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-77.9K- 46.35% |
$3.4M - $3.66M
|
90.2K
$4.13M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-82.9K- 10.24% |
$3.61M - $3.89M
|
727K
$33.3M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-82.9K- 10.24% |
$3.61M - $3.89M
|
727K
$33.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-86.6K- 19.93% |
$3.77M - $4.06M
|
348K
$15.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-104K- 94.13% |
$4.52M - $4.87M
|
6.46K
$296K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-104K- 79.24% |
$4.54M - $4.88M
|
27.3K
$1.25M
|