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 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
18New |
$784 - $844
|
18
$830
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
14New |
$610 - $657
|
14
$645
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13+ 0.32% |
$567 - $610
|
4.08K
$188K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10New |
$436 - $469
|
10
$461
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9+ 0.87% |
$392 - $422
|
1.05K
$48.3K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
9New |
$392 - $422
|
9
$415
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7New |
$305 - $328
|
7
$323
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
6+ 0.44% |
$261 - $281
|
1.38K
$63.6K
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4+ 0.84% |
$174 - $188
|
479
$22.1K
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3+ 0.09% |
$131 - $141
|
3.38K
$156K
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 0.91% |
$87.2 - $93.8
|
221
$10.2K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 1.16% |
$43.6 - $46.9
|
87
$4.01K
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
1New |
$43.6 - $46.9
|
1
$46.1
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1+ 0.01% |
$43.6 - $46.9
|
10.7K
$491K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1New |
$43.6 - $46.9
|
1
$46.1
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 8.33% |
$43.6 - $46.9
|
11
$507
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-7- 4.49% |
$305 - $328
|
149
$6.87K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-9- 4.86% |
$392 - $422
|
176
$8.11K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-23- 33.82% |
$1K - $1.08K
|
45
$2.07K
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-27- 23.48% |
$1.18K - $1.27K
|
88
$4.06K
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-27- 0.4% |
$1.18K - $1.27K
|
6.81K
$314K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-28- 2.9% |
$1.22K - $1.31K
|
939
$43.3K
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-42- 0.51% |
$1.83K - $1.97K
|
8.26K
$381K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-63- 4.83% |
$2.75K - $2.95K
|
1.24K
$57.2K
|
|
Feb 14, 2023
Q4 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-68- 0.32% |
$2.96K - $3.19K
|
21.4K
$985K
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-76- 1.53% |
$3.31K - $3.56K
|
4.9K
$226K
|
|
Jan 24, 2023
Q4 2022
|
Verde Capital Management
|
SELL
|
- |
-85- 0.86% |
$3.7K - $3.99K
|
9.75K
$449K
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-86- 55.13% |
$3.75K - $4.03K
|
70
$3.23K
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-96- 0.81% |
$4.18K - $4.5K
|
11.8K
$543K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-145- 88.96% |
$6.32K - $6.8K
|
18
$830
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-152- 1.77% |
$6.62K - $7.13K
|
8.44K
$389K
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-157- 2.55% |
$6.84K - $7.36K
|
5.99K
$276K
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-206- 0.49% |
$8.98K - $9.66K
|
42K
$1.93M
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-215- 26.16% |
$9.37K - $10.1K
|
607
$28K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-223- 9.96% |
$9.72K - $10.5K
|
2.02K
$92.9K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-237- 63.03% |
$10.3K - $11.1K
|
139
$6.41K
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-248- 0.26% |
$10.8K - $11.6K
|
96.9K
$4.47M
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-259- 2.5% |
$11.3K - $12.1K
|
10.1K
$466K
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-262- 2.09% |
$11.4K - $12.3K
|
12.3K
$565K
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-273- 4.55% |
$11.9K - $12.8K
|
5.73K
$264K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-319- 2.56% |
$13.9K - $15K
|
12.1K
$560K
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-325- 5.4% |
$14.2K - $15.2K
|
5.7K
$263K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-333- 2.02% |
$14.5K - $15.6K
|
16.2K
$746K
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-345- 64.73% |
$15K - $16.2K
|
188
$8.66K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-345- 28.97% |
$15K - $16.2K
|
846
$39K
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-352- 2.27% |
$15.3K - $16.5K
|
15.2K
$700K
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-402- 5.28% |
$17.5K - $18.9K
|
7.21K
$332K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-411- 7.36% |
$17.9K - $19.3K
|
5.17K
$238K
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-425- 22.49% |
$18.5K - $19.9K
|
1.47K
$67.5K
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-433- 0.66% |
$18.9K - $20.3K
|
65.1K
$3M
|