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 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-6- 1.06% |
$273 - $282
|
558
$25.6K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-10- 40.0% |
$455 - $470
|
15
$689
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-13- 2.07% |
$591 - $612
|
616
$28.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-14- 0.65% |
$637 - $659
|
2.14K
$98.4K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-14Closed |
$637 - $659
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-14- 0.29% |
$637 - $659
|
4.87K
$224K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-15- 6.79% |
$682 - $706
|
206
$9.46K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-18- 4.49% |
$819 - $847
|
383
$17.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-22- 0.76% |
$1K - $1.03K
|
2.88K
$132K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-36- 1.47% |
$1.64K - $1.69K
|
2.42K
$111K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-37- 0.31% |
$1.68K - $1.74K
|
11.7K
$540K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-46- 43.81% |
$2.09K - $2.16K
|
59
$2.71K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-48- 0.79% |
$2.18K - $2.26K
|
6.02K
$276K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-52- 1.01% |
$2.37K - $2.45K
|
5.11K
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-59- 0.48% |
$2.68K - $2.78K
|
12.3K
$566K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-73- 2.94% |
$3.32K - $3.43K
|
2.41K
$111K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-84- 0.62% |
$3.82K - $3.95K
|
13.5K
$619K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-88- 3.33% |
$4K - $4.14K
|
2.56K
$118K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-105- 0.19% |
$4.78K - $4.94K
|
54.6K
$2.51M
|
|
|
Aug 28, 2024
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-113- 0.74% |
$5.14K - $5.32K
|
15.2K
$697K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-120- 1.13% |
$5.46K - $5.64K
|
10.5K
$481K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-124- 2.02% |
$5.64K - $5.83K
|
6.01K
$276K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-125- 4.64% |
$5.69K - $5.88K
|
2.57K
$118K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-126- 1.66% |
$5.73K - $5.93K
|
7.46K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-135- 0.37% |
$6.14K - $6.35K
|
36.7K
$1.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-136- 1.49% |
$6.19K - $6.4K
|
9.02K
$414K
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
SELL
|
- |
-202- 1.07% |
$9.19K - $9.5K
|
18.8K
$862K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-204- 14.86% |
$9.28K - $9.6K
|
1.17K
$53.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-211- 4.46% |
$9.6K - $9.93K
|
4.52K
$207K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-222- 16.7% |
$10.1K - $10.4K
|
1.11K
$50.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-225- 2.01% |
$10.2K - $10.6K
|
11K
$504K
|
|
|
Aug 11, 2023
Q2 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-250- 0.45% |
$11.4K - $11.8K
|
54.8K
$2.52M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-258- 6.09% |
$11.7K - $12.1K
|
3.98K
$183K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-274- 4.19% |
$12.5K - $12.9K
|
6.26K
$288K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-288- 0.18% |
$13.1K - $13.5K
|
157K
$7.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-296- 18.37% |
$13.5K - $13.9K
|
1.32K
$60.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-298- 2.24% |
$13.6K - $14K
|
13K
$598K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-338- 26.66% |
$15.4K - $15.9K
|
930
$42.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-340- 2.52% |
$15.5K - $16K
|
13.1K
$604K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-344- 2.87% |
$15.6K - $16.2K
|
11.6K
$535K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-365- 8.46% |
$16.6K - $17.2K
|
3.95K
$181K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-369- 4.84% |
$16.8K - $17.4K
|
7.26K
$333K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-377- 34.62% |
$17.1K - $17.7K
|
712
$32.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-396- 6.75% |
$18K - $18.6K
|
5.47K
$251K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-396- 29.07% |
$18K - $18.6K
|
966
$44.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-397- 1.64% |
$18.1K - $18.7K
|
23.7K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-400- 0.04% |
$18.2K - $18.8K
|
1.02M
$46.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-401- 8.05% |
$18.2K - $18.9K
|
4.58K
$210K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-405- 1.1% |
$18.4K - $19.1K
|
36.5K
$1.68M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-406- 2.36% |
$18.5K - $19.1K
|
16.8K
$772K
|