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 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.51K- 7.7% |
$64K - $70.4K
|
18.1K
$836K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.54K- 11.48% |
$64.9K - $71.5K
|
11.8K
$546K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.54K- 16.74% |
$65.3K - $71.9K
|
7.68K
$354K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.56K- 3.3% |
$66K - $72.7K
|
45.8K
$2.11M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.59K- 26.44% |
$67.2K - $74K
|
4.42K
$204K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.6K- 13.28% |
$67.8K - $74.7K
|
10.5K
$483K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.63K- 10.52% |
$69.1K - $76.1K
|
13.9K
$640K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-1.64K- 2.18% |
$69.4K - $76.4K
|
73.6K
$3.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.7K- 8.98% |
$71.8K - $79.1K
|
17.2K
$793K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.78K- 8.14% |
$75.3K - $82.9K
|
20.1K
$926K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.84K- 1.23% |
$77.7K - $85.6K
|
147K
$6.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.85K- 3.37% |
$78K - $86K
|
52.9K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.9K- 0.39% |
$80.5K - $88.6K
|
489K
$22.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-1.92K- 38.49% |
$81.3K - $89.5K
|
3.07K
$142K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.02K- 10.92% |
$85.3K - $93.9K
|
16.4K
$758K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.13K- 1.85% |
$90K - $99.1K
|
113K
$5.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-2.13K- 11.72% |
$90.2K - $99.4K
|
16.1K
$740K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.16K- 12.66% |
$91.5K - $101K
|
14.9K
$688K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.17K- 2.84% |
$91.8K - $101K
|
74.2K
$3.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.2K- 4.18% |
$93.2K - $103K
|
50.4K
$2.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.27K- 3.45% |
$95.8K - $106K
|
63.3K
$2.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-2.39K- 18.15% |
$101K - $111K
|
10.8K
$497K
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-2.44K- 13.47% |
$103K - $114K
|
15.7K
$722K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.52K- 19.62% |
$107K - $117K
|
10.3K
$476K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.56K- 11.89% |
$108K - $119K
|
19K
$876K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.64K- 10.41% |
$112K - $123K
|
22.7K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.67K- 11.68% |
$113K - $125K
|
20.2K
$931K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.71K- 26.61% |
$115K - $126K
|
7.47K
$344K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.02K- 22.87% |
$128K - $141K
|
10.2K
$469K
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-3.28K- 3.18% |
$139K - $153K
|
99.9K
$4.61M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.47K- 8.28% |
$147K - $162K
|
38.5K
$1.77M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.52K- 0.62% |
$149K - $164K
|
563K
$25.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3.68K- 12.53% |
$155K - $171K
|
25.7K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.68K- 13.73% |
$156K - $172K
|
23.1K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4.08K- 71.84% |
$172K - $190K
|
1.6K
$73.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-4.12K- 37.32% |
$174K - $192K
|
6.92K
$319K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-4.45K- 22.72% |
$188K - $207K
|
15.1K
$698K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.57K- 13.77% |
$193K - $213K
|
28.6K
$1.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4.6K- 21.48% |
$195K - $214K
|
16.8K
$775K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.67K- 57.86% |
$198K - $218K
|
3.4K
$157K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.77K- 90.08% |
$202K - $222K
|
525
$24.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.83K- 6.38% |
$204K - $225K
|
71K
$3.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-5.13K- 46.91% |
$217K - $239K
|
5.81K
$268K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-5.14K- 91.71% |
$218K - $240K
|
465
$21.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-5.52K- 75.46% |
$233K - $257K
|
1.8K
$82.7K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-5.66K- 39.15% |
$240K - $264K
|
8.8K
$406K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-5.93K- 3.83% |
$251K - $276K
|
149K
$6.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-6.29K- 0.61% |
$266K - $293K
|
1.03M
$47.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-6.51K- 2.15% |
$275K - $303K
|
297K
$13.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-6.67K- 1.95% |
$282K - $311K
|
336K
$15.5M
|