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 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
11.4K+ 42.67% |
$517K - $535K
|
38K
$1.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
11.3KNew |
$512K - $529K
|
11.3K
$504K
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
11.2KNew |
$508K - $526K
|
11.2K
$500K
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
11K+ 1.8% |
$501K - $518K
|
624K
$27.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
11KNew |
$500K - $517K
|
11K
$492K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.9KNew |
$495K - $512K
|
10.9K
$488K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.6K+ 36.86% |
$481K - $498K
|
39.3K
$1.76M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
10.4K+ 174.2% |
$472K - $488K
|
16.3K
$730K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
10.3K+ 24.08% |
$470K - $486K
|
53.3K
$2.39M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
10.3K+ 6.66% |
$468K - $484K
|
165K
$7.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.3K+ 17.62% |
$468K - $484K
|
68.7K
$3.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.1KNew |
$458K - $474K
|
10.1K
$451K
|
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
10.1KNew |
$458K - $473K
|
10.1K
$450K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.91K+ 13.05% |
$451K - $466K
|
85.8K
$3.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
9.88K+ 67.99% |
$449K - $465K
|
24.4K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9.85K+ 385.02% |
$448K - $463K
|
12.4K
$555K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.84K+ 217.76% |
$447K - $463K
|
14.4K
$643K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.83K+ 491.74% |
$447K - $462K
|
11.8K
$529K
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
9.72KNew |
$442K - $457K
|
9.72K
$435K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
9.71KNew |
$442K - $457K
|
9.71K
$435K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.48K+ 45.36% |
$431K - $446K
|
30.4K
$1.36M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
9.05K+ 9.03% |
$411K - $425K
|
109K
$4.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
8.62K+ 8.27% |
$392K - $405K
|
113K
$5.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.57K+ 151.95% |
$390K - $403K
|
14.2K
$636K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.5KNew |
$387K - $400K
|
8.5K
$381K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
8.47K+ 68.33% |
$385K - $398K
|
20.9K
$934K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.22K+ 596.08% |
$374K - $387K
|
9.6K
$430K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
7.68K+ 6.44% |
$349K - $361K
|
127K
$5.68M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.56K+ 4.73% |
$344K - $356K
|
167K
$7.49M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
7.26K+ 4.25% |
$330K - $342K
|
178K
$7.97M
|
|
|
Jul 19, 2023
Q2 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
7.2K+ 18.89% |
$327K - $338K
|
45.3K
$2.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
7.14K+ 4.24% |
$325K - $336K
|
176K
$7.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.87K+ 1.32% |
$312K - $323K
|
525K
$23.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
6.8K+ 7.14% |
$309K - $320K
|
102K
$4.57M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.52K+ 11.69% |
$297K - $307K
|
62.3K
$2.79M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.4KNew |
$291K - $301K
|
6.4K
$286K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.26K+ 215.82% |
$285K - $295K
|
9.16K
$410K
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
5.94K+ 8.87% |
$270K - $279K
|
72.9K
$3.27M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.61K+ 65.27% |
$255K - $264K
|
14.2K
$636K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.55K+ 54.68% |
$253K - $261K
|
15.7K
$703K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.49KNew |
$250K - $258K
|
5.49K
$246K
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
5.47K+ 3.23% |
$249K - $257K
|
175K
$7.84M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.43K+ 22.0% |
$247K - $256K
|
30.1K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.3K+ 196.3% |
$241K - $249K
|
8K
$358K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
5.19K+ 0.09% |
$236K - $244K
|
5.66M
$254M
|
|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
5.17K+ 3.33% |
$235K - $243K
|
160K
$7.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.14K+ 2.69% |
$234K - $242K
|
196K
$8.78M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5.14KNew |
$234K - $242K
|
5.14K
$230K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.96KNew |
$226K - $233K
|
4.96K
$222K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.79K+ 4.07% |
$218K - $226K
|
122K
$5.48M
|