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
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
32New |
$1.48K - $1.59K
|
32
$1.43K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
27New |
$1.25K - $1.35K
|
27
$1.21K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
25+ 1.11% |
$1.16K - $1.25K
|
2.27K
$102K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
25New |
$1.16K - $1.25K
|
25
$1.12K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
24+ 0.24% |
$1.11K - $1.2K
|
9.84K
$440K
|
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
22+ 0.47% |
$1.02K - $1.1K
|
4.71K
$211K
|
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
21+ 0.33% |
$971 - $1.05K
|
6.41K
$287K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
12New |
$555 - $598
|
12
$537
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
11+ 9.91% |
$509 - $548
|
122
$5.46K
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
10+ 0.15% |
$462 - $498
|
6.67K
$298K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
7+ 0.52% |
$324 - $349
|
1.37K
$61.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 0.25% |
$324 - $349
|
2.79K
$125K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6+ 0.07% |
$277 - $299
|
8.54K
$382K
|
|
|
Aug 05, 2022
Q2 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
4+ 0.04% |
$185 - $199
|
9.78K
$438K
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4+ 0.26% |
$185 - $199
|
1.53K
$68.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.04% |
$92.5 - $99.7
|
4.54K
$203K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
2New |
$92.5 - $99.7
|
2
$89.5
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.18% |
$92.5 - $99.7
|
1.14K
$51K
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1+ 0.01% |
$46.2 - $49.8
|
10.7K
$480K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.26% |
$46.2 - $49.8
|
385
$17.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1New |
$46.2 - $49.8
|
1
$44.8
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2- 1.09% |
$92.5 - $99.7
|
181
$8.1K
|
|
|
Feb 13, 2024
Q2 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5Closed |
$231 - $249
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-6- 60.0% |
$277 - $299
|
4
$179
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9Closed |
$416 - $448
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-11Closed |
$509 - $548
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-16- 0.06% |
$740 - $797
|
28.1K
$1.26M
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-17- 1.49% |
$786 - $847
|
1.12K
$50.2K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-22- 15.94% |
$1.02K - $1.1K
|
116
$5.19K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-25- 1.7% |
$1.16K - $1.25K
|
1.45K
$64.7K
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-26- 0.16% |
$1.2K - $1.3K
|
16.4K
$734K
|
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-26Closed |
$1.2K - $1.3K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-28Closed |
$1.29K - $1.4K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-28- 0.28% |
$1.29K - $1.4K
|
9.94K
$445K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-56- 45.16% |
$2.59K - $2.79K
|
68
$3.04K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-62- 8.22% |
$2.87K - $3.09K
|
692
$31K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
SELL
|
- |
-70- 23.49% |
$3.24K - $3.49K
|
228
$10.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-75- 0.92% |
$3.47K - $3.74K
|
8.05K
$360K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-82- 42.05% |
$3.79K - $4.09K
|
113
$5.06K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-87Closed |
$4.02K - $4.34K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-88Closed |
$4.07K - $4.39K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-90- 24.52% |
$4.16K - $4.48K
|
277
$12.4K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-98Closed |
$4.53K - $4.88K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-99- 53.23% |
$4.58K - $4.93K
|
87
$3.89K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-101Closed |
$4.67K - $5.03K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-101- 0.28% |
$4.67K - $5.03K
|
35.8K
$1.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-102Closed |
$4.72K - $5.08K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-113- 1.84% |
$5.22K - $5.63K
|
6.03K
$270K
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-114- 60.96% |
$5.27K - $5.68K
|
73
$3.27K
|