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 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.85K- 49.47% |
$290K - $319K
|
7K
$323K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.28K- 54.32% |
$308K - $339K
|
6.13K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.51K- 24.53% |
$318K - $350K
|
23.1K
$1.06M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-7.54K- 11.6% |
$319K - $351K
|
57.4K
$2.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-7.64K- 68.35% |
$323K - $356K
|
3.54K
$163K
|
|
|
Feb 13, 2024
Q4 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-8.21K- 14.98% |
$347K - $382K
|
46.6K
$2.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.23K- 13.69% |
$348K - $383K
|
51.9K
$2.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-8.39K- 59.44% |
$355K - $391K
|
5.72K
$264K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-8.46K- 38.1% |
$358K - $394K
|
13.7K
$633K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.84K- 82.14% |
$374K - $412K
|
1.92K
$88.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-9.53K- 4.17% |
$403K - $444K
|
219K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-10.3K- 22.81% |
$434K - $478K
|
34.7K
$1.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-10.4K- 33.73% |
$439K - $483K
|
20.4K
$939K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-11.5K- 51.71% |
$488K - $538K
|
10.8K
$497K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-11.6K- 7.12% |
$489K - $539K
|
151K
$6.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-12.1K- 29.83% |
$512K - $563K
|
28.5K
$1.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.9K- 4.78% |
$545K - $600K
|
256K
$11.8M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-13.3K- 34.4% |
$564K - $621K
|
25.4K
$1.17M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-13.6K- 23.27% |
$576K - $635K
|
44.9K
$2.07M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.4K- 2.24% |
$610K - $672K
|
628K
$29M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-14.6K- 36.09% |
$619K - $681K
|
25.9K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-16.4K- 37.57% |
$693K - $763K
|
27.2K
$1.25M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-17.1K- 32.82% |
$721K - $794K
|
34.9K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-17.1K- 32.23% |
$721K - $795K
|
35.9K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-17.4K- 3.58% |
$734K - $809K
|
467K
$21.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-17.8K- 5.82% |
$752K - $829K
|
288K
$13.3M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-18.1KClosed |
$767K - $845K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-21K- 61.14% |
$890K - $980K
|
13.4K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-21.1K- 14.57% |
$891K - $981K
|
124K
$5.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-25.1K- 2.66% |
$1.06M - $1.17M
|
919K
$42.4M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-28K- 21.43% |
$1.18M - $1.3M
|
103K
$4.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-28.1K- 0.78% |
$1.19M - $1.31M
|
3.56M
$164M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-32.3K- 9.84% |
$1.36M - $1.5M
|
296K
$13.6M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-38.6K- 55.83% |
$1.63M - $1.8M
|
30.6K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-40K- 85.22% |
$1.69M - $1.86M
|
6.93K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-40.3K- 25.23% |
$1.7M - $1.88M
|
119K
$5.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-43.4K- 3.45% |
$1.84M - $2.02M
|
1.22M
$56.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-45K- 6.69% |
$1.91M - $2.1M
|
628K
$28.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-45K- 6.69% |
$1.91M - $2.1M
|
628K
$28.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-45.2KClosed |
$1.91M - $2.11M
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-47.8K- 3.86% |
$2.02M - $2.23M
|
1.19M
$54.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-48.7K- 9.93% |
$2.06M - $2.27M
|
442K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-53.7K- 75.96% |
$2.27M - $2.5M
|
17K
$784K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-55.5K- 9.17% |
$2.35M - $2.58M
|
550K
$25.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-59.8K- 10.86% |
$2.53M - $2.79M
|
491K
$22.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-60.5K- 15.5% |
$2.56M - $2.82M
|
330K
$15.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-62.2K- 1.46% |
$2.63M - $2.9M
|
4.2M
$194M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-64.9K- 26.59% |
$2.74M - $3.02M
|
179K
$8.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-65K- 8.96% |
$2.75M - $3.03M
|
660K
$30.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-70.4K- 60.41% |
$2.98M - $3.28M
|
46.1K
$2.13M
|