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 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-412- 9.47% |
$18.7K - $19.4K
|
3.94K
$176K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-419- 82.81% |
$19.1K - $19.7K
|
87
$3.89K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-432- 31.81% |
$19.7K - $20.3K
|
926
$41.5K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-450- 0.92% |
$20.5K - $21.2K
|
48.6K
$2.17M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-484- 3.3% |
$22K - $22.8K
|
14.2K
$635K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-492- 17.9% |
$22.4K - $23.1K
|
2.26K
$101K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-500- 6.36% |
$22.7K - $23.5K
|
7.37K
$330K
|
|
|
Jul 13, 2023
Q2 2023
|
Tran Capital Management, L.P.
|
SELL
|
- |
-533- 1.81% |
$24.2K - $25.1K
|
28.9K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-533- 0.72% |
$24.2K - $25.1K
|
74K
$3.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-550- 6.5% |
$25K - $25.9K
|
7.92K
$354K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-550- 99.82% |
$25K - $25.9K
|
1
$44.8
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-635- 10.47% |
$28.9K - $29.9K
|
5.43K
$243K
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-641- 3.36% |
$29.2K - $30.2K
|
18.4K
$825K
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-662- 2.09% |
$30.1K - $31.1K
|
31K
$1.39M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-721- 6.85% |
$32.8K - $33.9K
|
9.8K
$439K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-727- 0.63% |
$33.1K - $34.2K
|
115K
$5.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-783- 2.42% |
$35.6K - $36.8K
|
31.6K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-833- 1.6% |
$37.9K - $39.2K
|
51.3K
$2.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-900- 6.2% |
$40.9K - $42.3K
|
13.6K
$609K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-945- 65.81% |
$43K - $44.5K
|
491
$22K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-952- 37.29% |
$43.3K - $44.8K
|
1.6K
$71.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.03K- 3.65% |
$47K - $48.6K
|
27.3K
$1.22M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 13.52% |
$49.9K - $51.6K
|
7.02K
$314K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.11K- 0.99% |
$50.3K - $52K
|
111K
$4.96M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.21K- 9.38% |
$55.2K - $57.1K
|
11.7K
$525K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.24K- 36.91% |
$56.6K - $58.5K
|
2.13K
$95.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.29K- 4.42% |
$58.5K - $60.4K
|
27.8K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.32K- 9.05% |
$60.2K - $62.3K
|
13.3K
$596K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.43K- 7.99% |
$65K - $67.2K
|
16.5K
$736K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-1.46K- 2.97% |
$66.5K - $68.7K
|
47.7K
$2.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.52K- 7.8% |
$69K - $71.4K
|
17.9K
$803K
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.63K- 11.91% |
$74.1K - $76.6K
|
12K
$539K
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.67K- 5.36% |
$76K - $78.6K
|
29.5K
$1.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.86K- 9.82% |
$84.6K - $87.5K
|
17.1K
$764K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.87K- 93.05% |
$85.2K - $88.2K
|
140
$6.27K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.87K- 93.05% |
$85.2K - $88.2K
|
140
$6.27K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.08K- 1.08% |
$94.5K - $97.7K
|
190K
$8.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.09K- 30.06% |
$95.1K - $98.4K
|
4.86K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.2K- 91.84% |
$99.9K - $103K
|
195
$8.73K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.24K- 7.09% |
$102K - $105K
|
29.3K
$1.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.26K- 31.14% |
$103K - $106K
|
4.99K
$224K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.26K- 40.89% |
$103K - $106K
|
3.27K
$146K
|
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.4K- 2.91% |
$109K - $113K
|
80.1K
$3.58M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.44K- 1.54% |
$111K - $115K
|
157K
$7.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.61K- 7.1% |
$119K - $123K
|
34.2K
$1.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.64K- 5.33% |
$120K - $124K
|
46.9K
$2.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-2.71K- 13.5% |
$123K - $127K
|
17.3K
$776K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.77K- 0.94% |
$126K - $130K
|
292K
$13.1M
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-3.17K- 7.51% |
$144K - $149K
|
39K
$1.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.19K- 12.26% |
$145K - $150K
|
22.8K
$1.02M
|