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 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-65- 5.22% |
$2.93K - $3.08K
|
1.18K
$52.8K
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-67- 3.02% |
$3.02K - $3.18K
|
2.16K
$96.5K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-70Closed |
$3.16K - $3.32K
|
0
$0
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-73- 3.53% |
$3.3K - $3.46K
|
1.99K
$89.3K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-75- 2.96% |
$3.39K - $3.56K
|
2.46K
$110K
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-78- 27.46% |
$3.52K - $3.7K
|
206
$9.22K
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-90- 7.63% |
$4.06K - $4.27K
|
1.09K
$48.8K
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-92- 6.28% |
$4.15K - $4.36K
|
1.37K
$61.5K
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-94- 44.55% |
$4.24K - $4.46K
|
117
$5.24K
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-100- 0.94% |
$4.51K - $4.74K
|
10.5K
$470K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-105- 0.66% |
$4.74K - $4.98K
|
15.7K
$704K
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-111- 2.1% |
$5.01K - $5.26K
|
5.16K
$231K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-146- 0.05% |
$6.59K - $6.92K
|
304K
$13.6M
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-157- 12.05% |
$7.09K - $7.44K
|
1.15K
$51.3K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-167- 9.39% |
$7.54K - $7.92K
|
1.61K
$72.1K
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-168- 76.02% |
$7.58K - $7.96K
|
53
$2.37K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-212- 16.81% |
$9.57K - $10.1K
|
1.05K
$47K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-238- 8.12% |
$10.7K - $11.3K
|
2.69K
$121K
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-253- 0.29% |
$11.4K - $12K
|
88.3K
$3.95M
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-293- 6.38% |
$13.2K - $13.9K
|
4.3K
$193K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-299Closed |
$13.5K - $14.2K
|
0
$0
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-340- 5.31% |
$15.3K - $16.1K
|
6.06K
$271K
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-359- 7.19% |
$16.2K - $17K
|
4.63K
$207K
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-400- 4.51% |
$18.1K - $19K
|
8.47K
$379K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-412- 7.69% |
$18.6K - $19.5K
|
4.95K
$221K
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-440- 0.21% |
$19.9K - $20.9K
|
207K
$9.25M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-469- 49.95% |
$21.2K - $22.2K
|
470
$21K
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-479- 0.25% |
$21.6K - $22.7K
|
192K
$8.59M
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-490- 2.62% |
$22.1K - $23.2K
|
18.2K
$816K
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-522- 3.14% |
$23.6K - $24.7K
|
16.1K
$721K
|
|
Aug 27, 2024
Q1 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-529- 3.46% |
$23.9K - $25.1K
|
14.8K
$661K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-548- 10.86% |
$24.7K - $26K
|
4.5K
$201K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-586- 96.54% |
$26.5K - $27.8K
|
21
$940
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-600- 3.95% |
$27.1K - $28.4K
|
14.6K
$653K
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-607- 11.85% |
$27.4K - $28.8K
|
4.52K
$202K
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-641- 8.44% |
$28.9K - $30.4K
|
6.96K
$311K
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-667- 7.14% |
$30.1K - $31.6K
|
8.68K
$388K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-713- 93.45% |
$32.2K - $33.8K
|
50
$2.24K
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-713- 0.24% |
$32.2K - $33.8K
|
295K
$13.2M
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-715- 10.0% |
$32.3K - $33.9K
|
6.43K
$288K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-725- 22.12% |
$32.7K - $34.4K
|
2.55K
$114K
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-771- 15.2% |
$34.8K - $36.6K
|
4.3K
$193K
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-778- 1.51% |
$35.1K - $36.9K
|
50.7K
$2.27M
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-839- 4.33% |
$37.9K - $39.8K
|
18.5K
$830K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-839- 4.33% |
$37.9K - $39.8K
|
18.5K
$830K
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-855- 37.32% |
$38.6K - $40.5K
|
1.44K
$64.3K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-916- 6.57% |
$41.3K - $43.4K
|
13K
$583K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-930- 36.48% |
$42K - $44.1K
|
1.62K
$72.5K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-982- 34.79% |
$44.3K - $46.6K
|
1.84K
$82.4K
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-990- 17.87% |
$44.7K - $46.9K
|
4.55K
$204K
|