Purchases and Sales Made in Q1 2023 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
10.6M+ 9.57% |
$478M - $502M
|
121M
$5.57B
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.09M+ 1394.27% |
$94.2M - $98.9M
|
2.24M
$103M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.19M+ 6.44% |
$53.7M - $56.4M
|
19.7M
$903M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
872KNew |
$39.4M - $41.4M
|
872K
$40.1M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
517K+ 1099.82% |
$23.3M - $24.5M
|
564K
$25.9M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
443K+ 831.78% |
$20M - $21M
|
496K
$22.8M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
350K+ 11.15% |
$15.8M - $16.6M
|
3.49M
$160M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
348K+ 5.15% |
$15.7M - $16.5M
|
7.11M
$327M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
305K+ 6.94% |
$13.8M - $14.5M
|
4.7M
$216M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
301K+ 60.54% |
$13.6M - $14.3M
|
798K
$36.7M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
292KNew |
$13.2M - $13.9M
|
292K
$13.4M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
235K+ 862.77% |
$10.6M - $11.1M
|
262K
$12M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
217K+ 28.41% |
$9.78M - $10.3M
|
979K
$45M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
214KNew |
$9.68M - $10.2M
|
214K
$9.85M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
191K+ 2.03% |
$8.61M - $9.04M
|
9.59M
$440M
|
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
190KNew |
$8.55M - $8.98M
|
190K
$8.71M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
183KNew |
$8.28M - $8.69M
|
183K
$8.42M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
179K+ 8.12% |
$8.06M - $8.46M
|
2.38M
$109M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
BUY
|
- |
171K+ 54.5% |
$7.74M - $8.12M
|
486K
$22.3M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
163KNew |
$7.34M - $7.71M
|
163K
$7.47M
|
|
|
Apr 27, 2023
Q1 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
155KNew |
$7.01M - $7.36M
|
155K
$7.13M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
142K+ 1720.91% |
$6.42M - $6.74M
|
150K
$6.91M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
125KNew |
$5.65M - $5.94M
|
125K
$5.75M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
122K+ 10.59% |
$5.53M - $5.81M
|
1.28M
$58.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
120K+ 3.52% |
$5.43M - $5.7M
|
3.54M
$162M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 3.01% |
$5.05M - $5.3M
|
3.83M
$176M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
110K+ 33.04% |
$4.95M - $5.2M
|
441K
$20.3M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
88K+ 297.39% |
$3.97M - $4.17M
|
118K
$5.4M
|
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
75KNew |
$3.39M - $3.56M
|
75K
$3.45M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
74.5KNew |
$3.36M - $3.53M
|
74.5K
$3.42M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
72.2K+ 8.14% |
$3.26M - $3.42M
|
960K
$44.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
BUY
|
- |
67.9K+ 16.49% |
$3.06M - $3.22M
|
480K
$22M
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
67.7K+ 66.41% |
$3.06M - $3.21M
|
170K
$7.79M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
67.4K+ 3.34% |
$3.04M - $3.19M
|
2.08M
$95.7M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
62.4K+ 97.31% |
$2.82M - $2.96M
|
126K
$5.81M
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
57.8K+ 14.68% |
$2.61M - $2.74M
|
451K
$20.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
56.7K+ 12.14% |
$2.56M - $2.69M
|
524K
$24.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
56.1K+ 4.56% |
$2.53M - $2.66M
|
1.29M
$59.1M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
54.7K+ 73.65% |
$2.47M - $2.59M
|
129K
$5.93M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
54.7K+ 73.65% |
$2.47M - $2.59M
|
129K
$5.93M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
54.6K+ 14.63% |
$2.47M - $2.59M
|
428K
$19.7M
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
53.9KNew |
$2.43M - $2.56M
|
53.9K
$2.48M
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
48.7K+ 8.63% |
$2.2M - $2.31M
|
613K
$28.2M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.8K+ 708.31% |
$2.07M - $2.17M
|
52.2K
$2.4M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
41.8K+ 7.8% |
$1.89M - $1.98M
|
577K
$26.5M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
40.5KNew |
$1.83M - $1.92M
|
40.5K
$1.86M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
40.4K+ 1.5% |
$1.82M - $1.92M
|
2.73M
$125M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
40.4K+ 5.3% |
$1.82M - $1.91M
|
802K
$36.9M
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
39.8K+ 30.55% |
$1.8M - $1.89M
|
170K
$7.82M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
39.7K+ 5.78% |
$1.79M - $1.88M
|
727K
$33.4M
|