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 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4K+ 461.32% |
$185K - $199K
|
4.86K
$218K
|
|
Aug 11, 2022
Q2 2022
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
3.8K+ 6.88% |
$176K - $189K
|
59.1K
$2.64M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.65K+ 27.45% |
$169K - $182K
|
17K
$759K
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.65K+ 11.68% |
$169K - $182K
|
34.9K
$1.56M
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.46K+ 49.39% |
$160K - $172K
|
10.5K
$468K
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.45K+ 37.69% |
$160K - $172K
|
12.6K
$565K
|
|
Aug 10, 2022
Q2 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
3.23K+ 1.72% |
$150K - $161K
|
191K
$8.57M
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.02K+ 3.97% |
$140K - $150K
|
79.1K
$3.54M
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
2.98K+ 35.43% |
$138K - $148K
|
11.4K
$510K
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
2.97K+ 30.02% |
$137K - $148K
|
12.9K
$576K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.86K+ 1.89% |
$132K - $142K
|
154K
$6.91M
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.69K+ 8.66% |
$124K - $134K
|
33.7K
$1.51M
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.69K+ 8.66% |
$124K - $134K
|
33.7K
$1.51M
|
|
Jul 19, 2022
Q2 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.52K+ 9.64% |
$116K - $125K
|
28.6K
$1.28M
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.5K+ 9.7% |
$115K - $124K
|
28.2K
$1.26M
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
2.45KNew |
$113K - $122K
|
2.45K
$110K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.44KNew |
$113K - $121K
|
2.44K
$109K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.42K+ 36.09% |
$112K - $121K
|
9.13K
$409K
|
|
Jul 27, 2022
Q2 2022
|
Tran Capital Management, L.P.
|
BUY
|
- |
2.42K+ 8.41% |
$112K - $121K
|
31.2K
$1.4M
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.16KNew |
$99.9K - $108K
|
2.16K
$96.8K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.04K+ 23.53% |
$94.2K - $102K
|
10.7K
$479K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.97K+ 56.61% |
$90.8K - $97.9K
|
5.44K
$243K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.92KNew |
$88.9K - $95.8K
|
1.92K
$86.1K
|
|
Aug 08, 2022
Q2 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.88K+ 6.49% |
$86.8K - $93.5K
|
30.8K
$1.38M
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.81K+ 0.98% |
$83.5K - $90K
|
186K
$8.33M
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.73K+ 147.78% |
$79.9K - $86.2K
|
2.9K
$130K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.53K+ 22.44% |
$70.9K - $76.4K
|
8.37K
$375K
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.52K+ 18.6% |
$70.3K - $75.7K
|
9.69K
$434K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.44K+ 21.79% |
$66.7K - $71.9K
|
8.07K
$361K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.37K+ 30.81% |
$63.5K - $68.5K
|
5.83K
$261K
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
BUY
|
- |
1.34K+ 5.93% |
$61.9K - $66.7K
|
23.9K
$1.07M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.26K+ 1055.46% |
$58.1K - $62.6K
|
1.38K
$61.6K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.19K+ 12.93% |
$54.8K - $59K
|
10.3K
$463K
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
1KNew |
$46.2K - $49.8K
|
1K
$44.8K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
940+ 7.09% |
$43.5K - $46.8K
|
14.2K
$636K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
939+ 14.69% |
$43.4K - $46.8K
|
7.33K
$328K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
919+ 6.12% |
$42.5K - $45.8K
|
15.9K
$713K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
828+ 196.67% |
$38.3K - $41.3K
|
1.25K
$55.9K
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
812+ 0.7% |
$37.5K - $40.5K
|
117K
$5.23M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
810+ 10.21% |
$37.4K - $40.4K
|
8.74K
$391K
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
777New |
$35.9K - $38.7K
|
777
$34.8K
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
700+ 8.66% |
$32.4K - $34.9K
|
8.78K
$393K
|
|
Aug 04, 2022
Q2 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
690+ 0.44% |
$31.9K - $34.4K
|
158K
$7.09M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
636+ 2.15% |
$29.4K - $31.7K
|
30.3K
$1.35M
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
619+ 3.19% |
$28.6K - $30.8K
|
20K
$897K
|
|
Jul 20, 2022
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
614+ 3.22% |
$28.4K - $30.6K
|
19.7K
$880K
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
572+ 430.08% |
$26.4K - $28.5K
|
705
$31.6K
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
552+ 6.14% |
$25.5K - $27.5K
|
9.54K
$427K
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
545New |
$25.2K - $27.2K
|
545
$24.4K
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
524+ 3.96% |
$24.2K - $26.1K
|
13.7K
$615K
|