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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.59K+ 13.63% |
$279K - $307K
|
54.9K
$2.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6.53K+ 11.44% |
$276K - $304K
|
63.6K
$2.93M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
6.04K+ 6.63% |
$255K - $281K
|
97K
$4.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
6K+ 0.73% |
$254K - $280K
|
831K
$38.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
6K+ 48.12% |
$254K - $279K
|
18.5K
$851K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.88K+ 4196.43% |
$249K - $274K
|
6.02K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5.83K+ 11.23% |
$247K - $272K
|
57.8K
$2.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
5.81K+ 5.37% |
$246K - $271K
|
114K
$5.25M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5.79K+ 55.43% |
$245K - $270K
|
16.2K
$748K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
5.56K+ 7.6% |
$235K - $259K
|
78.7K
$3.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
5.55K+ 3.38% |
$235K - $259K
|
170K
$7.82M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.55KNew |
$235K - $258K
|
5.55K
$256K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
5.48KNew |
$232K - $255K
|
5.48K
$252K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5.44K+ 49.13% |
$230K - $253K
|
16.5K
$761K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
5.26KNew |
$222K - $245K
|
5.26K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
5.19KNew |
$220K - $242K
|
5.19K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.18K+ 4.21% |
$219K - $242K
|
128K
$5.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.89K+ 31.28% |
$207K - $228K
|
20.5K
$946K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.73KNew |
$200K - $220K
|
4.73K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4.6KNew |
$195K - $214K
|
4.6K
$212K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.6K+ 53.48% |
$194K - $214K
|
13.2K
$608K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.58K+ 159.01% |
$194K - $213K
|
7.46K
$344K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
4.54KNew |
$192K - $212K
|
4.54K
$209K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.5KNew |
$190K - $210K
|
4.5K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4.46K+ 0.54% |
$189K - $208K
|
836K
$38.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.42KNew |
$187K - $206K
|
4.42K
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.36KNew |
$184K - $203K
|
4.36K
$201K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
4.32KNew |
$183K - $201K
|
4.32K
$199K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
4.17K+ 0.87% |
$177K - $194K
|
484K
$22.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
4.02K+ 0.86% |
$170K - $187K
|
474K
$21.9M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.92K+ 26.2% |
$166K - $183K
|
18.9K
$871K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.83K+ 2.16% |
$162K - $179K
|
181K
$8.34M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.82K+ 87.08% |
$162K - $178K
|
8.21K
$378K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.79K+ 18.47% |
$160K - $177K
|
24.3K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.69K+ 2.54% |
$156K - $172K
|
149K
$6.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.67K+ 38.07% |
$155K - $171K
|
13.3K
$614K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.59KNew |
$152K - $167K
|
3.59K
$166K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.54K+ 6.81% |
$150K - $165K
|
55.5K
$2.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.44K+ 344.2% |
$146K - $160K
|
4.44K
$205K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.42K+ 3.14% |
$145K - $159K
|
112K
$5.17M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.25K+ 20.81% |
$138K - $151K
|
18.9K
$870K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
3.17K+ 2.47% |
$134K - $148K
|
131K
$6.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
3.14K+ 4.42% |
$133K - $146K
|
74.3K
$3.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.08K+ 50.94% |
$130K - $143K
|
9.12K
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.08K+ 13.34% |
$130K - $143K
|
26.1K
$1.2M
|
|
|
Aug 28, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.91K+ 18.27% |
$123K - $135K
|
18.8K
$868K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.79K+ 5.95% |
$118K - $130K
|
49.8K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.74K+ 4.24% |
$116K - $128K
|
67.2K
$3.1M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2.71KNew |
$115K - $126K
|
2.71K
$125K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.68K+ 45.31% |
$113K - $125K
|
8.59K
$396K
|