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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
205+ 11.33% |
$9.25K - $9.72K
|
2.01K
$90.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
203+ 24.0% |
$9.16K - $9.62K
|
1.05K
$47K
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
BUY
|
- |
202+ 3.1% |
$9.12K - $9.58K
|
6.73K
$301K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
186+ 8.44% |
$8.4K - $8.82K
|
2.39K
$107K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
165New |
$7.45K - $7.82K
|
165
$7.39K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
158+ 2.3% |
$7.13K - $7.49K
|
7.03K
$315K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
156+ 3.82% |
$7.04K - $7.4K
|
4.24K
$190K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
139+ 2.27% |
$6.27K - $6.59K
|
6.27K
$281K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
121New |
$5.46K - $5.74K
|
121
$5.42K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
121+ 0.88% |
$5.46K - $5.74K
|
13.9K
$624K
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
110+ 0.8% |
$4.97K - $5.22K
|
13.8K
$618K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
101New |
$4.56K - $4.79K
|
101
$4.52K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$4.51K - $4.74K
|
100
$4.48K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
100+ 714.29% |
$4.51K - $4.74K
|
114
$5.1K
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
99+ 1.01% |
$4.47K - $4.69K
|
9.86K
$441K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
92New |
$4.15K - $4.36K
|
92
$4.12K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
81+ 2.4% |
$3.66K - $3.84K
|
3.46K
$155K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
70New |
$3.16K - $3.32K
|
70
$3.13K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
57New |
$2.57K - $2.7K
|
57
$2.55K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
55+ 48.25% |
$2.48K - $2.61K
|
169
$7.57K
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
55+ 0.3% |
$2.48K - $2.61K
|
18.3K
$818K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
54New |
$2.44K - $2.56K
|
54
$2.42K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
39New |
$1.76K - $1.85K
|
39
$1.75K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
38+ 0.47% |
$1.72K - $1.8K
|
8.2K
$367K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
34+ 2.76% |
$1.53K - $1.61K
|
1.27K
$56.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
25New |
$1.13K - $1.19K
|
25
$1.12K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
23+ 0.8% |
$1.04K - $1.09K
|
2.9K
$130K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
22New |
$993 - $1.04K
|
22
$985
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
14New |
$632 - $664
|
14
$627
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
13+ 0.53% |
$587 - $616
|
2.48K
$111K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
13+ 0.14% |
$587 - $616
|
9.44K
$422K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12+ 0.35% |
$542 - $569
|
3.41K
$153K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12+ 0.5% |
$542 - $569
|
2.43K
$109K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7New |
$316 - $332
|
7
$313
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5+ 0.04% |
$226 - $237
|
11.8K
$528K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4+ 0.04% |
$181 - $190
|
10.7K
$477K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.29% |
$181 - $190
|
1.38K
$61.7K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.63% |
$135 - $142
|
482
$21.6K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.02% |
$90.3 - $94.8
|
9.16K
$410K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.48% |
$90.3 - $94.8
|
416
$18.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.51% |
$45.1 - $47.4
|
199
$8.91K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2- 0.19% |
$90.3 - $94.8
|
1.05K
$46.9K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-7Closed |
$316 - $332
|
0
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-8- 9.2% |
$361 - $379
|
79
$3.54K
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-10- 0.11% |
$451 - $474
|
9.31K
$417K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11- 0.06% |
$497 - $522
|
17.6K
$788K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-15- 17.05% |
$677 - $711
|
73
$3.27K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-25- 0.1% |
$1.13K - $1.19K
|
24.1K
$1.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-30- 0.22% |
$1.35K - $1.42K
|
13.3K
$596K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-44- 29.53% |
$1.99K - $2.09K
|
105
$4.7K
|