Purchases and Sales Made in Q2 2023 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q2 2023. 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 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-32.5K- 86.45% |
$1.48M - $1.53M
|
5.09K
$230K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-34.1K- 11.2% |
$1.55M - $1.6M
|
270K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-34.3K- 2.87% |
$1.56M - $1.61M
|
1.16M
$52.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-37.4K- 6.85% |
$1.7M - $1.76M
|
508K
$23M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.6K- 1.9% |
$1.8M - $1.86M
|
2.04M
$92.6M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-40.5KClosed |
$1.84M - $1.91M
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-41.2K- 9.12% |
$1.87M - $1.94M
|
410K
$18.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-45.3K- 26.57% |
$2.06M - $2.13M
|
125K
$5.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-45.4K- 89.51% |
$2.06M - $2.13M
|
5.32K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-47K- 89.88% |
$2.14M - $2.21M
|
5.29K
$240K
|
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-48.2K- 82.72% |
$2.19M - $2.27M
|
10.1K
$457K
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-51.3K- 87.18% |
$2.34M - $2.42M
|
7.55K
$342K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-57.1K- 2.79% |
$2.6M - $2.69M
|
1.99M
$90M
|
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-64K- 7.14% |
$2.91M - $3.01M
|
832K
$37.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-70.1K- 55.46% |
$3.19M - $3.3M
|
56.3K
$2.55M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-76.3K- 10.24% |
$3.47M - $3.59M
|
669K
$30.3M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-76.3K- 10.24% |
$3.47M - $3.59M
|
669K
$30.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-85.3K- 5.18% |
$3.88M - $4.01M
|
1.56M
$70.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-127K- 34.55% |
$5.78M - $5.98M
|
241K
$10.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-138K- 17.57% |
$6.26M - $6.47M
|
645K
$29.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-195K- 24.38% |
$8.85M - $9.16M
|
604K
$27.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.48M- 48.35% |
$67.2M - $69.5M
|
1.58M
$71.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.21M- 98.67% |
$100M - $104M
|
29.6K
$1.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.12M- 57.89% |
$187M - $194M
|
2.99M
$136M
|