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 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.97K- 40.02% |
$179K - $188K
|
5.95K
$266K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4K- 66.52% |
$181K - $190K
|
2.01K
$90.2K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.06K- 18.51% |
$183K - $193K
|
17.9K
$800K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.24K- 32.82% |
$191K - $201K
|
8.68K
$388K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.39K- 2.39% |
$198K - $208K
|
179K
$8.02M
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-4.4K- 0.49% |
$199K - $209K
|
896K
$40.1M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.42K- 70.86% |
$200K - $210K
|
1.82K
$81.4K
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-4.5K- 2.6% |
$203K - $213K
|
168K
$7.54M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.99K- 65.34% |
$225K - $237K
|
2.65K
$118K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.12K- 24.08% |
$231K - $243K
|
16.1K
$722K
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-5.22K- 40.62% |
$235K - $247K
|
7.63K
$341K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.24K- 21.07% |
$237K - $249K
|
19.6K
$879K
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-5.31K- 33.59% |
$240K - $252K
|
10.5K
$470K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.56K- 29.83% |
$251K - $264K
|
13.1K
$586K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.15K- 51.16% |
$277K - $291K
|
5.87K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.58KClosed |
$297K - $312K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-6.85K- 32.02% |
$309K - $325K
|
14.5K
$651K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.87K- 1.31% |
$310K - $326K
|
518K
$23.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.33K- 2.63% |
$331K - $347K
|
271K
$12.1M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-7.38K- 6.19% |
$333K - $350K
|
112K
$5.01M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-7.38K- 6.19% |
$333K - $350K
|
112K
$5.01M
|
|
|
May 15, 2023
Q1 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-7.62K- 17.26% |
$344K - $361K
|
36.5K
$1.63M
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-7.67K- 4.6% |
$346K - $364K
|
159K
$7.12M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.96K- 26.7% |
$359K - $377K
|
21.9K
$978K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.1K- 41.47% |
$365K - $384K
|
11.4K
$512K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-9.39K- 87.36% |
$424K - $445K
|
1.36K
$60.8K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.67K- 2.32% |
$437K - $459K
|
408K
$18.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-9.77K- 43.06% |
$441K - $463K
|
12.9K
$578K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-10.7K- 19.8% |
$483K - $507K
|
43.3K
$1.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-10.9K- 21.77% |
$490K - $515K
|
39K
$1.75M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-11.5K- 16.32% |
$518K - $545K
|
58.9K
$2.64M
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-11.5K- 26.99% |
$521K - $547K
|
31.2K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.1K- 17.03% |
$544K - $572K
|
58.8K
$2.63M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-12.1K- 47.26% |
$548K - $576K
|
13.6K
$607K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13.6K- 84.2% |
$615K - $646K
|
2.56K
$114K
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-14.5K- 70.51% |
$654K - $687K
|
6.06K
$271K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-16.9K- 7.7% |
$761K - $799K
|
202K
$9.04M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-18.6K- 10.39% |
$839K - $881K
|
160K
$7.18M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.7K- 39.12% |
$889K - $934K
|
30.7K
$1.37M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-22.1K- 47.18% |
$998K - $1.05M
|
24.8K
$1.11M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-23.2K- 84.23% |
$1.05M - $1.1M
|
4.35K
$195K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.9K- 1.98% |
$1.08M - $1.13M
|
1.18M
$53M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-26.2K- 29.06% |
$1.18M - $1.24M
|
64K
$2.87M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-26.3K- 4.59% |
$1.19M - $1.24M
|
545K
$24.4M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-26.8K- 1.18% |
$1.21M - $1.27M
|
2.26M
$101M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-30.5K- 9.41% |
$1.38M - $1.45M
|
294K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-33.6K- 21.24% |
$1.52M - $1.59M
|
125K
$5.58M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-34.7K- 34.31% |
$1.57M - $1.64M
|
66.4K
$2.97M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-35.5K- 53.82% |
$1.6M - $1.68M
|
30.4K
$1.36M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-43.7K- 20.37% |
$1.97M - $2.07M
|
171K
$7.65M
|