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 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.13K- 0.71% |
$98.4K - $106K
|
296K
$13.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.2K- 16.46% |
$102K - $110K
|
11.2K
$500K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2.25KClosed |
$104K - $112K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.28K- 91.93% |
$105K - $113K
|
200
$8.95K
|
|
|
Aug 03, 2022
Q2 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-2.43K- 22.01% |
$112K - $121K
|
8.61K
$386K
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-2.43KClosed |
$113K - $121K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-2.47K- 9.26% |
$114K - $123K
|
24.2K
$1.08M
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.48K- 14.47% |
$115K - $124K
|
14.7K
$656K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.49K- 5.03% |
$115K - $124K
|
47K
$2.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.51K- 4.19% |
$116K - $125K
|
57.2K
$2.56M
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-2.6K- 65.72% |
$120K - $130K
|
1.36K
$60.8K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.75K- 13.96% |
$127K - $137K
|
16.9K
$758K
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.76KClosed |
$128K - $138K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.88K- 1.61% |
$133K - $144K
|
176K
$7.9M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.93K- 76.84% |
$135K - $146K
|
882
$39.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.01K- 7.06% |
$139K - $150K
|
39.6K
$1.77M
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.07K- 11.79% |
$142K - $153K
|
23K
$1.03M
|
|
|
Aug 03, 2022
Q2 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.08K- 5.22% |
$142K - $154K
|
55.9K
$2.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.21K- 1.76% |
$149K - $160K
|
179K
$8.01M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.25K- 2.28% |
$150K - $162K
|
139K
$6.24M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3.26K- 78.77% |
$151K - $163K
|
879
$39.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.27K- 0.79% |
$151K - $163K
|
410K
$18.4M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.29K- 20.5% |
$152K - $164K
|
12.8K
$572K
|
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.33K- 22.8% |
$154K - $166K
|
11.3K
$505K
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-3.37K- 9.89% |
$156K - $168K
|
30.7K
$1.37M
|
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-3.43K- 40.91% |
$158K - $171K
|
4.95K
$222K
|
|
|
Aug 16, 2022
Q2 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.59K- 6.12% |
$166K - $179K
|
55.2K
$2.47M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.66KClosed |
$169K - $183K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.82K- 32.03% |
$176K - $190K
|
8.1K
$363K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.87K- 13.11% |
$179K - $193K
|
25.6K
$1.15M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.91K- 41.75% |
$181K - $195K
|
5.45K
$244K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.95K- 45.93% |
$183K - $197K
|
4.65K
$208K
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
SELL
|
- |
-3.99KClosed |
$185K - $199K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.03K- 8.17% |
$186K - $201K
|
45.3K
$2.03M
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.31K- 9.23% |
$199K - $215K
|
42.4K
$1.9M
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-4.43KClosed |
$205K - $221K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-4.47KClosed |
$207K - $223K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.49KClosed |
$207K - $224K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4.51KClosed |
$208K - $225K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-4.54KClosed |
$210K - $226K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-4.57K- 7.0% |
$211K - $228K
|
60.8K
$2.72M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.58KClosed |
$212K - $228K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.69K- 5.33% |
$217K - $234K
|
83.3K
$3.73M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.73KClosed |
$219K - $236K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-5.01KClosed |
$231K - $249K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-5.09K- 15.92% |
$235K - $254K
|
26.9K
$1.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.18K- 65.87% |
$239K - $258K
|
2.68K
$120K
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-5.4K- 13.51% |
$250K - $269K
|
34.6K
$1.55M
|
|
|
Aug 10, 2022
Q2 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-5.41K- 37.45% |
$250K - $269K
|
9.03K
$404K
|
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-5.42KClosed |
$251K - $270K
|
0
$0
|