Purchases and Sales Made in Q2 2023 in Vanguard Mortg Backed Sec ETF (VMBS)

VMBS Quotes by TradingView

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 27, 2023 Q2 2023
Rockland Trust CO

BUY
 -
4.78K
+ 21.0%
$217K - $225K
27.5K $1.27M
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
4.66K
New
$212K - $219K
4.66K $214K
Aug 04, 2023 Q2 2023
Mission Wealth Management, LP

BUY
 -
4.61K
+ 23.48%
$210K - $217K
24.3K $1.11M
Aug 07, 2023 Q2 2023
Tortoise Investment Management, LLC

BUY
 -
4.54K
+ 13.68%
$206K - $213K
37.7K $1.73M
Jul 19, 2023 Q2 2023
Leavell Investment Management, Inc.

BUY
 -
4.39K
New
$200K - $206K
4.39K $201K
Aug 18, 2023 Q2 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
4.29K
+ 12.82%
$195K - $202K
37.8K $1.73M
Jul 27, 2023 Q2 2023
Boyd Watterson Asset Management LLC

BUY
 -
4.15K
New
$189K - $195K
4.15K $191K
Jul 18, 2023 Q2 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
4.04K
+ 25.1%
$184K - $190K
20.1K $925K
Aug 08, 2023 Q2 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
4K
New
$182K - $188K
4K $184K
Jul 07, 2023 Q2 2023
Whitcomb & Hess, Inc.

BUY
 -
3.99K
+ 1.34%
$182K - $188K
302K $13.9M
Jul 18, 2023 Q2 2023
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
3.84K
+ 14.55%
$175K - $180K
30.2K $1.39M
Jul 26, 2023 Q2 2023
Arlington Partners LLC

BUY
 -
3.75K
New
$171K - $177K
3.75K $172K
Jul 17, 2023 Q2 2023
Bridge Advisory, LLC

BUY
 -
3.61K
+ 5.84%
$164K - $170K
65.5K $3.01M
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
3.61K
+ 2.64%
$164K - $170K
140K $6.45M
Jul 14, 2023 Q2 2023
Level Financial Advisors, Inc.

BUY
 -
3.6K
+ 2.98%
$164K - $170K
124K $5.72M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
3.56K
+ 6.06%
$162K - $168K
62.3K $2.86M
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
3.52K
+ 16.08%
$160K - $165K
25.4K $1.17M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
3.23K
+ 37.19%
$147K - $152K
11.9K $547K
Jul 25, 2023 Q2 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
3.19K
+ 1.54%
$145K - $150K
210K $9.64M
Jul 10, 2023 Q2 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
3.16K
+ 22.82%
$144K - $149K
17K $781K
Jul 10, 2023 Q2 2023
Telemus Capital, LLC

BUY
 -
3.1K
+ 21.06%
$141K - $146K
17.8K $818K
Jun 25, 2024 Q2 2023
Transatlantique Private Wealth LLC

BUY
 -
2.97K
+ 28.24%
$135K - $139K
13.5K $619K
Aug 10, 2023 Q2 2023
Transatlantique Private Wealth LLC

BUY
 -
2.97K
+ 28.24%
$135K - $139K
13.5K $619K
Jul 21, 2023 Q2 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
2.84K
+ 5.18%
$129K - $134K
57.7K $2.65M
Jul 27, 2023 Q2 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
2.69K
+ 2.3%
$123K - $127K
120K $5.5M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
2.53K
+ 8.01%
$115K - $119K
34.1K $1.57M
Aug 14, 2023 Q2 2023
Family Management Corp

New York, NY
BUY
 -
2.48K
New
$113K - $117K
2.48K $114K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
2.4K
+ 15.96%
$109K - $113K
17.4K $800K
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
2.36K
+ 13.4%
$107K - $111K
20K $919K
Aug 10, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
2.24K
+ 12.11%
$102K - $106K
20.8K $954K
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
2.24K
+ 12.11%
$102K - $106K
20.8K $954K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2.19K
+ 4048.15%
$99.4K - $103K
2.24K $103K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
2.14K
New
$97.5K - $101K
2.14K $98.4K
Aug 10, 2023 Q2 2023
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
1.94K
+ 11.22%
$88.2K - $91.2K
19.2K $883K
Jul 27, 2023 Q2 2023
Hohimer Wealth Management, LLC

BUY
 -
1.89K
+ 31.78%
$85.8K - $88.8K
7.82K $359K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.85K
+ 41.13%
$84.1K - $87K
6.35K $291K
Aug 09, 2023 Q2 2023
Altfest L J & CO Inc

BUY
 -
1.74K
+ 8.73%
$79.2K - $81.9K
21.7K $996K
Jul 20, 2023 Q2 2023
Windward Private Wealth Management Inc.

BUY
 -
1.72K
+ 0.41%
$78.1K - $80.8K
422K $19.4M
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
1.64K
+ 2.15%
$74.6K - $77.1K
78K $3.58M
Aug 21, 2023 Q2 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
1.55K
+ 235.71%
$70.6K - $73K
2.21K $101K
Jul 06, 2023 Q2 2023
Fc Advisory LLC

BUY
 -
1.44K
+ 1.94%
$65.5K - $67.7K
75.7K $3.48M
Jul 10, 2023 Q2 2023
Garrett Investment Advisors LLC

BUY
 -
1.37K
+ 7.5%
$62.2K - $64.3K
19.6K $900K
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
1.37K
New
$62.1K - $64.2K
1.37K $62.7K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1.27K
New
$57.9K - $59.9K
1.27K $58.5K
Sep 26, 2023 Q2 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
1.23K
New
$55.8K - $57.7K
1.23K $56.4K
Jul 19, 2023 Q2 2023
Sovereign Investment Advisors, LLC

BUY
 -
1.2K
+ 0.74%
$54.7K - $56.5K
163K $7.48M
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
1.18K
+ 13.08%
$53.8K - $55.6K
10.2K $469K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.07K
+ 5.68%
$48.9K - $50.5K
20K $917K
Aug 02, 2023 Q2 2023
Shufro Rose & CO LLC

BUY
 -
1.05K
+ 7.06%
$47.6K - $49.3K
15.9K $729K

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