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 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
14.5K+ 2.62% |
$654K - $687K
|
567K
$25.4M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.4K+ 16.02% |
$652K - $684K
|
105K
$4.68M
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
13.9K+ 198.6% |
$627K - $659K
|
20.9K
$935K
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
BUY
|
- |
13.8KNew |
$623K - $654K
|
13.8K
$618K
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
13.7K+ 66.28% |
$618K - $649K
|
34.3K
$1.54M
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
13.4K+ 9.47% |
$603K - $634K
|
155K
$6.92M
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
13.2K+ 56.56% |
$596K - $626K
|
36.6K
$1.64M
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
12.9KNew |
$582K - $612K
|
12.9K
$578K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.8K+ 17.18% |
$577K - $606K
|
87.2K
$3.9M
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
12.4KNew |
$559K - $587K
|
12.4K
$555K
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
12.4KNew |
$559K - $587K
|
12.4K
$555K
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
11.9K+ 218.43% |
$535K - $562K
|
17.3K
$773K
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
11.8K+ 65.09% |
$533K - $560K
|
29.9K
$1.34M
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
10.8K+ 652.47% |
$489K - $513K
|
12.5K
$559K
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
10.5K+ 22.08% |
$476K - $500K
|
58.3K
$2.61M
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
10.4K+ 2.83% |
$471K - $494K
|
379K
$17M
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
10.4K+ 38.33% |
$470K - $493K
|
37.5K
$1.68M
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
10.3K+ 38.99% |
$466K - $489K
|
36.8K
$1.65M
|
|
May 05, 2023
Q1 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
10.3K+ 2.31% |
$463K - $487K
|
455K
$20.4M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10K+ 2.12% |
$453K - $476K
|
482K
$21.6M
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
9.85K+ 14.94% |
$445K - $467K
|
75.8K
$3.39M
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
9.78KNew |
$442K - $464K
|
9.78K
$438K
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
9.65K+ 36.46% |
$436K - $458K
|
36.1K
$1.62M
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
9.64K+ 56.64% |
$435K - $457K
|
26.6K
$1.19M
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
9.5K+ 71.68% |
$429K - $450K
|
22.8K
$1.02M
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
9.4K+ 14.91% |
$424K - $446K
|
72.4K
$3.24M
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
8.84KNew |
$399K - $419K
|
8.84K
$396K
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.29K+ 47.96% |
$374K - $393K
|
25.6K
$1.14M
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8.14K+ 403.62% |
$367K - $386K
|
10.2K
$455K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.07K+ 1.98% |
$364K - $383K
|
416K
$18.6M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.99KNew |
$361K - $379K
|
7.99K
$358K
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.96K+ 2.8% |
$359K - $377K
|
292K
$13.1M
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
7.75KNew |
$350K - $367K
|
7.75K
$347K
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
7.58K+ 5.06% |
$342K - $359K
|
157K
$7.04M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.36KNew |
$332K - $349K
|
7.36K
$330K
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
7.34KNew |
$331K - $348K
|
7.34K
$329K
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
7.01K+ 105.13% |
$316K - $332K
|
13.7K
$612K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
6.97KNew |
$314K - $330K
|
6.97K
$312K
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
6.85K+ 26.6% |
$309K - $325K
|
32.6K
$1.46M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.37KNew |
$287K - $302K
|
6.37K
$285K
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
6.27KNew |
$283K - $297K
|
6.27K
$281K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.15KNew |
$277K - $291K
|
6.15K
$275K
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.14KNew |
$277K - $291K
|
6.14K
$275K
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
6KNew |
$271K - $284K
|
6K
$269K
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
5.94KNew |
$268K - $281K
|
5.94K
$266K
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.86K+ 28.6% |
$265K - $278K
|
26.4K
$1.18M
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
5.7K+ 5.79% |
$257K - $270K
|
104K
$4.66M
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.54KNew |
$250K - $263K
|
5.54K
$248K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.38KNew |
$243K - $255K
|
5.38K
$241K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.3K+ 19.56% |
$239K - $251K
|
32.4K
$1.45M
|