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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
503New |
$23.3K - $25.1K
|
503
$22.5K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
488+ 0.73% |
$22.6K - $24.3K
|
67.3K
$3.02M
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
488+ 336.55% |
$22.6K - $24.3K
|
633
$28.3K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
484+ 13.66% |
$22.4K - $24.1K
|
4.03K
$180K
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
472New |
$21.8K - $23.5K
|
472
$21.1K
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
459+ 0.53% |
$21.2K - $22.9K
|
87K
$3.9M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
459+ 8.03% |
$21.2K - $22.9K
|
6.18K
$276K
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
445+ 0.34% |
$20.6K - $22.2K
|
133K
$5.96M
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
432+ 13.74% |
$20K - $21.5K
|
3.58K
$160K
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
426+ 7.38% |
$19.7K - $21.2K
|
6.2K
$277K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
413+ 0.18% |
$19.1K - $20.6K
|
225K
$10.1M
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
401+ 1.25% |
$18.5K - $20K
|
32.4K
$1.45M
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
BUY
|
- |
398+ 9.87% |
$18.4K - $19.8K
|
4.43K
$198K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
392+ 2.23% |
$18.1K - $19.5K
|
18K
$805K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
379New |
$17.5K - $18.9K
|
379
$17K
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
BUY
|
- |
368+ 7.46% |
$17K - $18.3K
|
5.3K
$237K
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
366New |
$16.9K - $18.2K
|
366
$16.4K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
352New |
$16.3K - $17.5K
|
352
$15.8K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
346+ 13.2% |
$16K - $17.2K
|
2.97K
$133K
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
345+ 183.51% |
$15.9K - $17.2K
|
533
$23.9K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
340New |
$15.7K - $16.9K
|
340
$15.2K
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
335+ 0.21% |
$15.5K - $16.7K
|
161K
$7.19M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
330+ 6.85% |
$15.3K - $16.4K
|
5.15K
$230K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
295+ 3.12% |
$13.6K - $14.7K
|
9.76K
$437K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
283+ 0.74% |
$13.1K - $14.1K
|
38.4K
$1.72M
|
|
Aug 12, 2022
Q2 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
273New |
$12.6K - $13.6K
|
273
$12.2K
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
262+ 3.09% |
$12.1K - $13.1K
|
8.74K
$391K
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
230New |
$10.6K - $11.5K
|
230
$10.3K
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
218New |
$10.1K - $10.9K
|
218
$9.76K
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
200New |
$9.25K - $9.97K
|
200
$8.95K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
196+ 23.79% |
$9.06K - $9.77K
|
1.02K
$45.7K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
193+ 193.0% |
$8.92K - $9.62K
|
293
$13.1K
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
188+ 3.82% |
$8.69K - $9.37K
|
5.11K
$229K
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
179+ 1.19% |
$8.28K - $8.92K
|
15.2K
$683K
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
179New |
$8.28K - $8.92K
|
179
$8.01K
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
163New |
$7.54K - $8.12K
|
163
$7.3K
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
155+ 2.96% |
$7.17K - $7.72K
|
5.39K
$241K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
130+ 80.25% |
$6.01K - $6.48K
|
292
$13.1K
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
122+ 0.84% |
$5.64K - $6.08K
|
14.6K
$656K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
120+ 26.97% |
$5.55K - $5.98K
|
565
$25.3K
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
89New |
$4.11K - $4.43K
|
89
$3.98K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
86New |
$3.98K - $4.29K
|
86
$3.85K
|
|
Jul 18, 2022
Q2 2022
|
Veery Capital, LLC
|
BUY
|
- |
81+ 0.29% |
$3.74K - $4.04K
|
27.6K
$1.24M
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
73New |
$3.37K - $3.64K
|
73
$3.27K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 0.3% |
$3.24K - $3.49K
|
23.7K
$1.06M
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
60+ 3.08% |
$2.77K - $2.99K
|
2.01K
$89.8K
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
48+ 240.0% |
$2.22K - $2.39K
|
68
$3.04K
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
45New |
$2.08K - $2.24K
|
45
$2.01K
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
37New |
$1.71K - $1.84K
|
37
$1.66K
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
35+ 0.44% |
$1.62K - $1.74K
|
7.97K
$357K
|