Purchases and Sales Made in Q2 2022 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-17.7K- 2.99% |
$818K - $881K
|
575K
$25.7M
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-17.9KClosed |
$828K - $893K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-18.2K- 79.03% |
$844K - $909K
|
4.84K
$217K
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-18.3K- 11.49% |
$847K - $913K
|
141K
$6.32M
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-18.4KClosed |
$852K - $918K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.5K- 10.96% |
$855K - $922K
|
150K
$6.72M
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-19.6KClosed |
$906K - $977K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-19.9K- 67.53% |
$918K - $989K
|
9.55K
$427K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-19.9K- 42.11% |
$918K - $990K
|
27.3K
$1.22M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-20KClosed |
$924K - $996K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-20.3KClosed |
$938K - $1.01M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-22.3K- 24.48% |
$1.03M - $1.11M
|
68.8K
$3.08M
|
|
Aug 11, 2022
Q2 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-22.6KClosed |
$1.05M - $1.13M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-23.6K- 25.96% |
$1.09M - $1.18M
|
67.4K
$3.02M
|
|
Jul 22, 2022
Q2 2022
|
Financial Life Advisors
|
SELL
|
- |
-24K- 6.13% |
$1.11M - $1.2M
|
368K
$16.5M
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-26.5K- 40.6% |
$1.23M - $1.32M
|
38.8K
$1.74M
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-26.7KClosed |
$1.23M - $1.33M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-26.8K- 28.31% |
$1.24M - $1.34M
|
68K
$3.04M
|
|
Aug 10, 2022
Q2 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-26.9K- 2.57% |
$1.24M - $1.34M
|
1.02M
$45.6M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-27.2K- 47.91% |
$1.26M - $1.36M
|
29.6K
$1.33M
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-27.8K- 53.41% |
$1.28M - $1.38M
|
24.2K
$1.09M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-28.3KClosed |
$1.31M - $1.41M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-29.1K- 1.39% |
$1.35M - $1.45M
|
2.06M
$92.4M
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-29.8K- 5.39% |
$1.38M - $1.48M
|
523K
$23.4M
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-30.1K- 2.82% |
$1.39M - $1.5M
|
1.04M
$46.5M
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-30.8KClosed |
$1.43M - $1.54M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-32.1K- 33.31% |
$1.48M - $1.6M
|
64.2K
$2.87M
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
SELL
|
- |
-32.6K- 14.96% |
$1.51M - $1.63M
|
186K
$8.31M
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-34.3K- 28.35% |
$1.59M - $1.71M
|
86.7K
$3.88M
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
SELL
|
- |
-36.1K- 24.58% |
$1.67M - $1.8M
|
111K
$4.97M
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-36.2KClosed |
$1.67M - $1.8M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-38.3KClosed |
$1.77M - $1.91M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-38.9K- 6.63% |
$1.8M - $1.94M
|
548K
$24.6M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-39.7K- 1.45% |
$1.83M - $1.98M
|
2.69M
$121M
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-40.3K- 23.11% |
$1.86M - $2.01M
|
134K
$6M
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-40.5K- 11.58% |
$1.87M - $2.02M
|
309K
$13.8M
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-40.6K- 32.82% |
$1.88M - $2.02M
|
83.1K
$3.72M
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-44K- 24.76% |
$2.03M - $2.19M
|
134K
$5.98M
|
|
Jul 06, 2022
Q2 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-46.2KClosed |
$2.13M - $2.3M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-53.5K- 11.21% |
$2.48M - $2.67M
|
424K
$19M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-56K- 9.67% |
$2.59M - $2.79M
|
523K
$23.4M
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-58.6K- 15.49% |
$2.71M - $2.92M
|
320K
$14.3M
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
SELL
|
- |
-62.3K- 35.97% |
$2.88M - $3.1M
|
111K
$4.96M
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-65.8K- 6.02% |
$3.04M - $3.28M
|
1.03M
$46M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-69.5K- 5.55% |
$3.21M - $3.46M
|
1.18M
$53M
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-71K- 59.47% |
$3.28M - $3.54M
|
48.4K
$2.17M
|
|
Jul 19, 2022
Q2 2022
|
Ht Partners LLC
|
SELL
|
- |
-82.4K- 85.15% |
$3.81M - $4.11M
|
14.4K
$643K
|
|
Aug 09, 2022
Q2 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-83K- 72.6% |
$3.84M - $4.14M
|
31.3K
$1.4M
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-87.2K- 3.41% |
$4.03M - $4.35M
|
2.47M
$111M
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-89KClosed |
$4.12M - $4.44M
|
0
$0
|