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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
1.02K+ 603.55% |
$46.4K - $48K
|
1.19K
$54.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.01K+ 1.63% |
$45.9K - $47.4K
|
62.8K
$2.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
942+ 0.27% |
$42.9K - $44.3K
|
345K
$15.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
913+ 0.09% |
$41.5K - $42.9K
|
1.02M
$46.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
865+ 2.06% |
$39.3K - $40.7K
|
43K
$1.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
863+ 0.8% |
$39.3K - $40.6K
|
109K
$4.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
845+ 0.67% |
$38.4K - $39.7K
|
126K
$5.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
803+ 10037.5% |
$36.5K - $37.8K
|
811
$37.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
751+ 7.68% |
$34.2K - $35.3K
|
10.5K
$484K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
744+ 6.2% |
$33.8K - $35K
|
12.7K
$585K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
743New |
$33.8K - $35K
|
743
$34.1K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
711+ 4.41% |
$32.3K - $33.4K
|
16.8K
$773K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
711+ 4.41% |
$32.3K - $33.4K
|
16.8K
$773K
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
672+ 5.49% |
$30.6K - $31.6K
|
12.9K
$594K
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
658New |
$29.9K - $31K
|
658
$30.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
635+ 13.88% |
$28.9K - $29.9K
|
5.21K
$239K
|
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
614+ 0.79% |
$27.9K - $28.9K
|
78.8K
$3.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
588+ 6.65% |
$26.7K - $27.7K
|
9.43K
$433K
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
562+ 2.28% |
$25.6K - $26.4K
|
25.2K
$1.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
544+ 0.85% |
$24.7K - $25.6K
|
64.4K
$2.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
532New |
$24.2K - $25K
|
532
$24.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
526+ 6.42% |
$23.9K - $24.7K
|
8.72K
$401K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
503+ 2.15% |
$22.9K - $23.7K
|
23.9K
$1.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
490+ 1.62% |
$22.3K - $23K
|
30.7K
$1.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
474+ 3.25% |
$21.6K - $22.3K
|
15.1K
$691K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
474+ 1.55% |
$21.6K - $22.3K
|
31.1K
$1.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
447+ 0.53% |
$20.3K - $21K
|
84.1K
$3.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
431+ 2.36% |
$19.6K - $20.3K
|
18.7K
$860K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
411New |
$18.7K - $19.3K
|
411
$18.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
410New |
$18.7K - $19.3K
|
410
$18.8K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
399+ 74.72% |
$18.2K - $18.8K
|
933
$42.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
373New |
$17K - $17.5K
|
373
$17.1K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
371New |
$16.9K - $17.5K
|
371
$17K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
360+ 4.15% |
$16.4K - $16.9K
|
9.04K
$415K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
358+ 5.34% |
$16.3K - $16.8K
|
7.06K
$324K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
357+ 34.03% |
$16.2K - $16.8K
|
1.41K
$64.6K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
357+ 34.03% |
$16.2K - $16.8K
|
1.41K
$64.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
340New |
$15.5K - $16K
|
340
$15.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
332+ 1.3% |
$15.1K - $15.6K
|
25.9K
$1.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
312+ 0.35% |
$14.2K - $14.7K
|
88.6K
$4.07M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
309+ 3.27% |
$14.1K - $14.5K
|
9.75K
$448K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
291+ 0.11% |
$13.2K - $13.7K
|
271K
$12.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
290New |
$13.2K - $13.6K
|
290
$13.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
280+ 32.52% |
$12.7K - $13.2K
|
1.14K
$52.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
258+ 1.72% |
$11.7K - $12.1K
|
15.2K
$699K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
253New |
$11.5K - $11.9K
|
253
$11.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
251New |
$11.4K - $11.8K
|
251
$11.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
246+ 1.1% |
$11.2K - $11.6K
|
22.6K
$1.04M
|
|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
BUY
|
- |
242+ 0.21% |
$11K - $11.4K
|
116K
$5.33M
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
221New |
$10.1K - $10.4K
|
221
$10.2K
|