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 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
17.3KNew |
$733K - $807K
|
17.3K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.8KNew |
$712K - $784K
|
16.8K
$775K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
16.7KNew |
$707K - $779K
|
16.7K
$771K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.3K+ 4.32% |
$689K - $758K
|
393K
$18.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.1K+ 6.37% |
$683K - $752K
|
270K
$12.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
16.1KNew |
$681K - $750K
|
16.1K
$742K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
15.8KNew |
$669K - $737K
|
15.8K
$729K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
15.8KNew |
$669K - $737K
|
15.8K
$729K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
15.5KNew |
$654K - $720K
|
15.5K
$713K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
15.1K+ 7.95% |
$638K - $702K
|
205K
$9.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15K+ 13598.18% |
$633K - $697K
|
15.1K
$694K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.9K+ 142.28% |
$632K - $696K
|
25.4K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
14.6K+ 1.09% |
$620K - $682K
|
1.36M
$62.5M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
14.6K+ 1.95% |
$619K - $682K
|
765K
$35.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
13.1K+ 28.08% |
$552K - $609K
|
59.6K
$2.75M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
13.1KNew |
$552K - $608K
|
13.1K
$602K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
12.8K+ 2.01% |
$542K - $597K
|
649K
$29.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
11.3K+ 2.52% |
$479K - $528K
|
460K
$21.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
11.1K+ 5.44% |
$470K - $518K
|
215K
$9.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
10.9KNew |
$461K - $508K
|
10.9K
$502K
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
10.4KNew |
$441K - $486K
|
10.4K
$481K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
10.2K+ 21.13% |
$433K - $476K
|
58.6K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
10.1K+ 11.49% |
$429K - $472K
|
98.4K
$4.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$423K - $466K
|
10K
$461K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
9.7K+ 17.41% |
$410K - $452K
|
65.4K
$3.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
9.66KNew |
$409K - $450K
|
9.66K
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9.39K+ 2.75% |
$397K - $438K
|
351K
$16.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
9.34KNew |
$395K - $435K
|
9.34K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
9.14K+ 3.16% |
$387K - $426K
|
298K
$13.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.13K+ 187.4% |
$386K - $425K
|
14K
$645K
|
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
8.98K+ 16.53% |
$380K - $418K
|
63.3K
$2.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.86K+ 4.85% |
$375K - $413K
|
191K
$8.82M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8.86K+ 43.82% |
$375K - $413K
|
29.1K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.68KNew |
$367K - $404K
|
8.68K
$400K
|
|
|
Jan 17, 2024
Q4 2023
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
8.56KNew |
$362K - $399K
|
8.56K
$395K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
8.54KNew |
$361K - $398K
|
8.54K
$394K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8.5KNew |
$360K - $396K
|
8.5K
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
8.28KNew |
$350K - $386K
|
8.28K
$382K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.86KNew |
$332K - $366K
|
7.86K
$362K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
7.63KNew |
$323K - $356K
|
7.63K
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
7.63K+ 0.34% |
$323K - $355K
|
2.28M
$105M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
7.56KNew |
$320K - $352K
|
7.56K
$348K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
7.53K+ 2.54% |
$319K - $351K
|
304K
$14M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
7.3KNew |
$309K - $340K
|
7.3K
$337K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.23K+ 2.75% |
$306K - $337K
|
270K
$12.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
7.23KNew |
$306K - $337K
|
7.23K
$333K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.21K+ 3.8% |
$305K - $336K
|
197K
$9.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
7.06K+ 3.58% |
$299K - $329K
|
204K
$9.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
6.79K+ 35.2% |
$287K - $316K
|
26.1K
$1.2M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6.61K+ 4.74% |
$280K - $308K
|
146K
$6.73M
|