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 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.35K+ 2.05% |
$60.8K - $63.9K
|
67.2K
$3.01M
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.34K+ 2.52% |
$60.6K - $63.7K
|
54.7K
$2.45M
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
1.32K+ 8.44% |
$59.7K - $62.7K
|
17K
$761K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.32K+ 2926.67% |
$59.4K - $62.4K
|
1.36K
$61K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.3K+ 4.8% |
$58.6K - $61.6K
|
28.3K
$1.27M
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.18K+ 3.7% |
$53.4K - $56K
|
33.2K
$1.49M
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
1.17K+ 19.41% |
$52.8K - $55.5K
|
7.2K
$322K
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.14K+ 3.99% |
$51.5K - $54.1K
|
29.7K
$1.33M
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
1.06K+ 1.61% |
$48K - $50.4K
|
67K
$3M
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.05K+ 7.8% |
$47.4K - $49.8K
|
14.5K
$650K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1.04K+ 44.76% |
$47K - $49.4K
|
3.37K
$151K
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
954+ 2.27% |
$43.1K - $45.2K
|
42.9K
$1.92M
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
928New |
$41.9K - $44K
|
928
$41.5K
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
923+ 0.95% |
$41.7K - $43.8K
|
97.9K
$4.38M
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
846+ 6.51% |
$38.2K - $40.1K
|
13.8K
$620K
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
824+ 11.43% |
$37.2K - $39.1K
|
8.03K
$360K
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
772+ 4.22% |
$34.8K - $36.6K
|
19.1K
$853K
|
|
May 11, 2023
Q1 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
769+ 0.48% |
$34.7K - $36.5K
|
162K
$7.23M
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
768+ 5.41% |
$34.7K - $36.4K
|
15K
$670K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
731+ 122.24% |
$33K - $34.7K
|
1.33K
$59.5K
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
729+ 0.07% |
$32.9K - $34.6K
|
1.02M
$45.5M
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
708+ 9.55% |
$32K - $33.6K
|
8.12K
$364K
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
704+ 0.57% |
$31.8K - $33.4K
|
125K
$5.6M
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
683+ 13.78% |
$30.8K - $32.4K
|
5.64K
$253K
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
682+ 9.08% |
$30.8K - $32.3K
|
8.19K
$367K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
678New |
$30.6K - $32.1K
|
678
$30.4K
|
|
Apr 18, 2023
Q1 2023
|
Tran Capital Management, L.P.
|
BUY
|
- |
675+ 2.34% |
$30.5K - $32K
|
29.5K
$1.32M
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
660+ 3.99% |
$29.8K - $31.3K
|
17.2K
$771K
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
595+ 0.29% |
$26.9K - $28.2K
|
207K
$9.27M
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
574+ 0.54% |
$25.9K - $27.2K
|
108K
$4.82M
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
551New |
$24.9K - $26.1K
|
551
$24.7K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
542+ 0.03% |
$24.5K - $25.7K
|
2.04M
$91.2M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
534New |
$24.1K - $25.3K
|
534
$23.9K
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
473New |
$21.4K - $22.4K
|
473
$21.2K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
471+ 1.51% |
$21.3K - $22.3K
|
31.6K
$1.41M
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
441+ 234.57% |
$19.9K - $20.9K
|
629
$28.2K
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
422+ 0.21% |
$19K - $20K
|
206K
$9.23M
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
419+ 481.61% |
$18.9K - $19.9K
|
506
$22.7K
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
381New |
$17.2K - $18.1K
|
381
$17.1K
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
BUY
|
- |
364+ 1.96% |
$16.4K - $17.3K
|
19K
$849K
|
|
Apr 25, 2023
Q1 2023
|
Verde Capital Management
|
BUY
|
- |
346+ 3.55% |
$15.6K - $16.4K
|
10.1K
$452K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
339+ 440.26% |
$15.3K - $16.1K
|
416
$18.6K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
313New |
$14.1K - $14.8K
|
313
$14K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
313+ 94.85% |
$14.1K - $14.8K
|
643
$28.8K
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
292+ 51.32% |
$13.2K - $13.8K
|
861
$38.5K
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
BUY
|
- |
286+ 5.84% |
$12.9K - $13.6K
|
5.18K
$232K
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
269+ 2.62% |
$12.1K - $12.8K
|
10.5K
$471K
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
258+ 0.04% |
$11.6K - $12.2K
|
717K
$32.1M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
252+ 3.6% |
$11.4K - $11.9K
|
7.25K
$325K
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
221New |
$9.98K - $10.5K
|
221
$9.89K
|