Purchases and Sales Made in Q4 2023 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q4 2023. 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 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
49.3KNew |
$2.09M - $2.3M
|
49.3K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
48.8K+ 16.94% |
$2.07M - $2.28M
|
337K
$15.1M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48.2K+ 42.2% |
$2.04M - $2.25M
|
163K
$7.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
48.2K+ 1271.26% |
$2.04M - $2.25M
|
52K
$2.33M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
47.1KNew |
$1.99M - $2.2M
|
47.1K
$2.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
46.7K+ 10.68% |
$1.98M - $2.18M
|
484K
$21.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
46.2K+ 29.4% |
$1.95M - $2.15M
|
203K
$9.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
42.8KNew |
$1.81M - $1.99M
|
42.8K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
38.5KNew |
$1.63M - $1.79M
|
38.5K
$1.72M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
37.4K+ 51.67% |
$1.58M - $1.74M
|
110K
$4.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
36.2K+ 204.75% |
$1.53M - $1.69M
|
53.9K
$2.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
34.8K+ 52.69% |
$1.47M - $1.62M
|
101K
$4.51M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
34.1KNew |
$1.44M - $1.59M
|
34.1K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
34K+ 14.08% |
$1.44M - $1.58M
|
275K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
33.8K+ 14.97% |
$1.43M - $1.57M
|
259K
$11.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
33.1K+ 41.17% |
$1.4M - $1.54M
|
113K
$5.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
32.1K+ 47.05% |
$1.36M - $1.5M
|
100K
$4.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
31.2K+ 28.43% |
$1.32M - $1.46M
|
141K
$6.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30.7K+ 32.32% |
$1.3M - $1.43M
|
126K
$5.63M
|
|
|
Feb 01, 2024
Q4 2023
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
30.6KNew |
$1.29M - $1.43M
|
30.6K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
30.5K+ 48.59% |
$1.29M - $1.42M
|
93.1K
$4.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
30.4KNew |
$1.29M - $1.42M
|
30.4K
$1.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
29.7KNew |
$1.26M - $1.39M
|
29.7K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.3K+ 2.47% |
$1.24M - $1.37M
|
1.22M
$54.5M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
29K+ 21.5% |
$1.23M - $1.35M
|
164K
$7.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
26.3KNew |
$1.11M - $1.23M
|
26.3K
$1.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
26.1K+ 61.95% |
$1.1M - $1.21M
|
68.2K
$3.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
25.8K+ 1.94% |
$1.09M - $1.2M
|
1.35M
$60.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25.7K+ 30.07% |
$1.09M - $1.2M
|
111K
$4.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
25.4KNew |
$1.07M - $1.18M
|
25.4K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
25.1KNew |
$1.06M - $1.17M
|
25.1K
$1.12M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
24.7K+ 63.67% |
$1.05M - $1.15M
|
63.6K
$2.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
24KNew |
$1.01M - $1.12M
|
24K
$1.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
22.9K+ 8.59% |
$969K - $1.07M
|
289K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
22.9KNew |
$969K - $1.07M
|
22.9K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
22.7KNew |
$958K - $1.06M
|
22.7K
$1.01M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
21.6K+ 8.23% |
$913K - $1.01M
|
284K
$12.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21.5K+ 4.08% |
$908K - $1M
|
548K
$24.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.7K+ 21.95% |
$876K - $965K
|
115K
$5.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.5K+ 50.51% |
$866K - $954K
|
61K
$2.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
20.4K+ 4.06% |
$863K - $951K
|
523K
$23.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
20.4KNew |
$861K - $948K
|
20.4K
$911K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.3K+ 90.27% |
$817K - $900K
|
40.7K
$1.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
19.3K+ 220.92% |
$816K - $899K
|
28K
$1.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19.2K+ 15.23% |
$811K - $894K
|
145K
$6.5M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
19.1KNew |
$807K - $889K
|
19.1K
$854K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
19.1K+ 24.07% |
$806K - $888K
|
98.3K
$4.4M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
18.3K+ 50.98% |
$773K - $851K
|
54.1K
$2.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
17.4K+ 4.28% |
$736K - $810K
|
424K
$19M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
17.3KNew |
$733K - $807K
|
17.3K
$775K
|