Purchases and Sales Made in Q1 2022 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
29.4K+ 9.25% |
$1.46M - $1.55M
|
347K
$16.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
28.9K+ 11.44% |
$1.43M - $1.52M
|
282K
$13M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27.5K+ 19.46% |
$1.36M - $1.45M
|
169K
$7.8M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
27.2K+ 17.58% |
$1.35M - $1.43M
|
182K
$8.42M
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
26.9KNew |
$1.33M - $1.42M
|
26.9K
$1.24M
|
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
26.7KNew |
$1.32M - $1.41M
|
26.7K
$1.23M
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
24.9K+ 32.49% |
$1.23M - $1.31M
|
102K
$4.7M
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
24.1KNew |
$1.19M - $1.27M
|
24.1K
$1.12M
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
24.1K+ 18.7% |
$1.19M - $1.27M
|
153K
$7.06M
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
23.9K+ 25.47% |
$1.19M - $1.26M
|
118K
$5.45M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
23.8K+ 526.38% |
$1.18M - $1.25M
|
28.3K
$1.31M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
23.6KNew |
$1.17M - $1.24M
|
23.6K
$1.09M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
23.1KNew |
$1.14M - $1.22M
|
23.1K
$1.07M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
21.5K+ 3.03% |
$1.07M - $1.13M
|
731K
$33.8M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
21.1K+ 1.54% |
$1.04M - $1.11M
|
1.39M
$64.1M
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
20.1K+ 67.76% |
$998K - $1.06M
|
49.9K
$2.31M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
20KNew |
$990K - $1.05M
|
20K
$924K
|
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
19.6KNew |
$971K - $1.03M
|
19.6K
$907K
|
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
19.3K+ 36.49% |
$955K - $1.02M
|
72.1K
$3.33M
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
BUY
|
- |
19.2K+ 6.61% |
$950K - $1.01M
|
309K
$14.3M
|
|
|
Apr 13, 2022
Q1 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
19K+ 5.35% |
$939K - $998K
|
373K
$17.3M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.7K+ 1.31% |
$927K - $986K
|
1.45M
$67.2M
|
|
|
May 13, 2022
Q1 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
18.6K+ 1.81% |
$920K - $978K
|
1.05M
$48.3M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.5K+ 27.04% |
$915K - $973K
|
86.8K
$4.01M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
18KNew |
$890K - $947K
|
18K
$831K
|
|
|
Apr 13, 2022
Q1 2022
|
Unison Advisors LLC
|
BUY
|
- |
17.8K+ 35.79% |
$880K - $935K
|
67.4K
$3.12M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.7K+ 19.85% |
$828K - $881K
|
101K
$4.67M
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
15.1KNew |
$746K - $793K
|
15.1K
$697K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15K+ 59.35% |
$741K - $788K
|
40.2K
$1.86M
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
14.4K+ 95.38% |
$713K - $759K
|
29.5K
$1.36M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.9K+ 60.9% |
$690K - $734K
|
36.8K
$1.7M
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13.3K+ 9.62% |
$659K - $700K
|
152K
$7.01M
|
|
|
Apr 20, 2022
Q1 2022
|
Financial Life Advisors
|
BUY
|
- |
13.1K+ 3.46% |
$649K - $690K
|
392K
$18.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
13K+ 9.94% |
$643K - $684K
|
144K
$6.64M
|
|
|
Aug 15, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
13KNew |
$642K - $682K
|
13K
$599K
|
|
|
May 05, 2022
Q1 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
12.7K+ 54.14% |
$630K - $670K
|
36.2K
$1.68M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.4K+ 8.4% |
$615K - $654K
|
160K
$7.41M
|
|
|
May 05, 2022
Q1 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
12.3K+ 42.28% |
$607K - $645K
|
41.2K
$1.91M
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
12K+ 3428.57% |
$594K - $632K
|
12.4K
$571K
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
11.3KNew |
$559K - $594K
|
11.3K
$522K
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
11.2K+ 8.27% |
$556K - $591K
|
147K
$6.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
11.2KNew |
$553K - $588K
|
11.2K
$516K
|
|
|
Apr 29, 2022
Q1 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
11.1K+ 12.24% |
$547K - $582K
|
101K
$4.69M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.8K+ 5.08% |
$537K - $571K
|
224K
$10.4M
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
10.6K+ 25.45% |
$523K - $556K
|
52K
$2.41M
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$518K - $551K
|
10.5K
$484K
|
|
|
May 16, 2022
Q1 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
10.4K+ 7.91% |
$514K - $546K
|
141K
$6.54M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
10.1K+ 2.75% |
$501K - $532K
|
378K
$17.5M
|
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
9.96KNew |
$493K - $525K
|
9.96K
$461K
|
|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
9.56K+ 33.27% |
$473K - $503K
|
38.3K
$1.77M
|