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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.49K+ 1.7% |
$123K - $131K
|
150K
$6.82M
|
|
|
Apr 18, 2022
Q1 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.43K+ 0.66% |
$120K - $128K
|
369K
$16.8M
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
2.25KNew |
$112K - $119K
|
2.25K
$103K
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
2.17K+ 2.44% |
$107K - $114K
|
91.1K
$4.15M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.12K+ 10.02% |
$105K - $112K
|
23.3K
$1.06M
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.09K+ 6.84% |
$103K - $110K
|
32.6K
$1.49M
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.07K+ 34.74% |
$102K - $109K
|
8.02K
$366K
|
|
|
Apr 19, 2022
Q1 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
2.04K+ 0.4% |
$101K - $107K
|
506K
$23.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
BUY
|
- |
2.02K+ 1.7% |
$99.8K - $106K
|
121K
$5.5M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.98K+ 78.18% |
$98.1K - $104K
|
4.52K
$206K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.92K+ 1.37% |
$95.3K - $101K
|
143K
$6.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.82K+ 35.27% |
$90.3K - $96.1K
|
7K
$319K
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
1.72K+ 21.1% |
$85.4K - $90.8K
|
9.9K
$451K
|
|
|
Apr 12, 2022
Q1 2022
|
Ht Partners LLC
|
BUY
|
- |
1.72K+ 1.81% |
$85.3K - $90.7K
|
96.8K
$4.41M
|
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.69K+ 4.44% |
$83.9K - $89.2K
|
39.8K
$1.82M
|
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.52K+ 8.38% |
$75.4K - $80.1K
|
19.7K
$898K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.48K+ 114.24% |
$73.5K - $78.1K
|
2.78K
$127K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.41KNew |
$69.8K - $74.3K
|
1.41K
$64.3K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.4K+ 5.24% |
$69.3K - $73.7K
|
28.1K
$1.28M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.37K+ 26.15% |
$68K - $72.3K
|
6.62K
$302K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.37K+ 52.92% |
$67.9K - $72.1K
|
3.96K
$181K
|
|
|
Apr 25, 2022
Q1 2022
|
Wavelength Capital Management, LLC
|
BUY
|
- |
1.2K+ 0.68% |
$59.4K - $63.2K
|
178K
$8.13M
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.12K+ 822.79% |
$55.4K - $58.9K
|
1.26K
$57.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.08K+ 83.07% |
$53.7K - $57.1K
|
2.39K
$109K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.07K+ 6.46% |
$52.9K - $56.2K
|
17.6K
$802K
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.02K+ 30.65% |
$50.4K - $53.6K
|
4.34K
$198K
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
971New |
$48.1K - $51.1K
|
971
$44.3K
|
|
|
May 06, 2022
Q1 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
909+ 3.24% |
$45K - $47.9K
|
28.9K
$1.32M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
883+ 29433.33% |
$43.7K - $46.5K
|
886
$40.4K
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
780+ 12.26% |
$38.6K - $41.1K
|
7.14K
$326K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
776+ 9.84% |
$38.4K - $40.9K
|
8.66K
$395K
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
724+ 7.06% |
$35.9K - $38.1K
|
11K
$501K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
723New |
$35.8K - $38.1K
|
723
$33K
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
696+ 6.17% |
$34.5K - $36.7K
|
12K
$547K
|
|
|
Apr 18, 2022
Q1 2022
|
Veery Capital, LLC
|
BUY
|
- |
694+ 2.58% |
$34.4K - $36.5K
|
27.6K
$1.26M
|
|
|
Apr 18, 2022
Q1 2022
|
Verde Capital Management
|
BUY
|
- |
674+ 3.31% |
$33.4K - $35.5K
|
21.1K
$961K
|
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
646+ 2.48% |
$32K - $34K
|
26.7K
$1.22M
|
|
|
May 13, 2022
Q1 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
615+ 13.68% |
$30.5K - $32.4K
|
5.11K
$233K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
606+ 1.75% |
$30K - $31.9K
|
35.2K
$1.6M
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
589+ 12.19% |
$29.2K - $31K
|
5.42K
$247K
|
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
575+ 2.21% |
$28.5K - $30.3K
|
26.6K
$1.21M
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
554New |
$27.4K - $29.2K
|
554
$25.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
BUY
|
- |
508+ 2.31% |
$25.2K - $26.8K
|
22.5K
$1.02M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
500New |
$24.8K - $26.3K
|
500
$22.8K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
498+ 9.11% |
$24.7K - $26.2K
|
5.96K
$272K
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
464+ 2.89% |
$23K - $24.4K
|
16.5K
$754K
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
463+ 11.67% |
$22.9K - $24.4K
|
4.43K
$202K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
455New |
$22.5K - $24K
|
455
$20.7K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
430+ 254.44% |
$21.3K - $22.6K
|
599
$27.3K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
394+ 91.63% |
$19.5K - $20.7K
|
824
$37.6K
|