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 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
39K+ 31.52% |
$1.77M - $1.83M
|
163K
$7.48M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37.8K+ 3.86% |
$1.72M - $1.78M
|
1.02M
$46.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
37.6KNew |
$1.71M - $1.77M
|
37.6K
$1.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
37.5KNew |
$1.71M - $1.76M
|
37.5K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37.3K+ 12.71% |
$1.7M - $1.76M
|
331K
$15.2M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
37K+ 8.39% |
$1.68M - $1.74M
|
478K
$22M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
36.5K+ 15.55% |
$1.66M - $1.72M
|
272K
$12.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
BUY
|
- |
35.3K+ 7.37% |
$1.61M - $1.66M
|
515K
$23.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
34.6K+ 4.75% |
$1.57M - $1.63M
|
761K
$35M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
32.6KNew |
$1.48M - $1.53M
|
32.6K
$1.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
31.2KNew |
$1.42M - $1.47M
|
31.2K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.7K+ 23.82% |
$1.4M - $1.44M
|
160K
$7.34M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.7K+ 23.82% |
$1.4M - $1.44M
|
160K
$7.34M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
30.3K+ 64.8% |
$1.38M - $1.43M
|
77.2K
$3.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.7K+ 16.01% |
$1.3M - $1.35M
|
208K
$9.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
28.2KNew |
$1.28M - $1.33M
|
28.2K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
28K+ 21.91% |
$1.27M - $1.32M
|
156K
$7.16M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
27.5KNew |
$1.25M - $1.3M
|
27.5K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
25K+ 474.35% |
$1.14M - $1.18M
|
30.3K
$1.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
23.7K+ 64.8% |
$1.08M - $1.11M
|
60.3K
$2.77M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
22.8K+ 9.21% |
$1.04M - $1.07M
|
271K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22.8K+ 174.15% |
$1.04M - $1.07M
|
35.9K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22.4K+ 1217.76% |
$1.02M - $1.05M
|
24.3K
$1.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
22K+ 0.98% |
$1M - $1.04M
|
2.28M
$105M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
21.5K+ 18.63% |
$979K - $1.01M
|
137K
$6.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21.3KNew |
$967K - $1M
|
21.3K
$977K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
21KNew |
$954K - $986K
|
21K
$963K
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
18.2K+ 10.43% |
$826K - $854K
|
192K
$8.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
18K+ 54.71% |
$820K - $848K
|
50.9K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
17.5KNew |
$798K - $825K
|
17.5K
$806K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
16.8K+ 2.35% |
$765K - $791K
|
734K
$33.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
16.6K+ 15.83% |
$753K - $779K
|
121K
$5.57M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
15.7KNew |
$715K - $739K
|
15.7K
$722K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
15.4K+ 2.67% |
$702K - $726K
|
593K
$27.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.4K+ 118.31% |
$701K - $725K
|
28.4K
$1.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
15.4K+ 3.38% |
$699K - $723K
|
471K
$21.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
15.2K+ 18.01% |
$690K - $714K
|
99.4K
$4.57M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
14.4K+ 14.67% |
$653K - $675K
|
112K
$5.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
14.2K+ 143.76% |
$645K - $667K
|
24K
$1.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
13.9K+ 38.37% |
$631K - $652K
|
50K
$2.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.8K+ 19.51% |
$628K - $649K
|
84.5K
$3.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
13.7K+ 99.41% |
$624K - $646K
|
27.5K
$1.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
13.4K+ 7.07% |
$610K - $631K
|
203K
$9.32M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
13.1KNew |
$597K - $617K
|
13.1K
$603K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
12.9K+ 6.25% |
$586K - $606K
|
219K
$10.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
12.6K+ 19.6% |
$571K - $591K
|
76.6K
$3.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.5K+ 4.83% |
$566K - $586K
|
270K
$12.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.1K+ 10.53% |
$551K - $570K
|
127K
$5.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
12K+ 7.02% |
$544K - $562K
|
182K
$8.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.9K+ 67.84% |
$543K - $562K
|
29.5K
$1.36M
|