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 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-3.21K- 6.11% |
$146K - $151K
|
49.2K
$2.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-3.44K- 3.3% |
$156K - $162K
|
101K
$4.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.56K- 2.37% |
$162K - $168K
|
147K
$6.75M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-3.67K- 23.32% |
$167K - $172K
|
12.1K
$554K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.69K- 9.63% |
$168K - $174K
|
34.6K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.72K- 45.09% |
$169K - $175K
|
4.53K
$208K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3.95K- 25.89% |
$179K - $186K
|
11.3K
$519K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-3.98K- 38.76% |
$181K - $187K
|
6.3K
$289K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.41K- 43.12% |
$201K - $208K
|
5.82K
$267K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.57K- 5.39% |
$208K - $215K
|
80.2K
$3.69M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-4.92K- 7.4% |
$224K - $231K
|
61.5K
$2.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-4.99K- 16.66% |
$227K - $235K
|
24.9K
$1.15M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.02K- 0.4% |
$228K - $236K
|
1.26M
$58M
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.2K- 3.1% |
$237K - $245K
|
163K
$7.48M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
SELL
|
- |
-5.34K- 26.21% |
$243K - $251K
|
15K
$690K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-5.46K- 8.71% |
$248K - $257K
|
57.2K
$2.63M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.5K- 8.58% |
$250K - $258K
|
58.5K
$2.69M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6K- 24.8% |
$273K - $282K
|
18.2K
$836K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.64K- 1.03% |
$302K - $312K
|
639K
$29.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.13K- 2.56% |
$324K - $335K
|
272K
$12.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-8.01K- 7.09% |
$364K - $377K
|
105K
$4.82M
|
|
|
Jul 19, 2023
Q2 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-8.8K- 63.77% |
$400K - $414K
|
5K
$230K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-9.29K- 1.64% |
$423K - $437K
|
557K
$25.6M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.38K- 7.53% |
$427K - $441K
|
115K
$5.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-10.9K- 67.47% |
$495K - $512K
|
5.25K
$241K
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-11.5K- 29.47% |
$523K - $541K
|
27.5K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-11.5K- 31.52% |
$523K - $541K
|
25K
$1.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-11.8K- 91.35% |
$537K - $555K
|
1.12K
$51.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-13K- 90.48% |
$590K - $610K
|
1.36K
$62.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-13.5K- 1.41% |
$613K - $634K
|
946K
$43.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.9K- 2.21% |
$632K - $653K
|
614K
$28.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.6K- 0.07% |
$664K - $686K
|
19.6M
$902M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-15.3K- 51.42% |
$695K - $718K
|
14.4K
$663K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.1K- 1.44% |
$777K - $803K
|
1.17M
$53.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.2K- 3.56% |
$780K - $807K
|
465K
$21.4M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17.6K- 11.93% |
$800K - $827K
|
130K
$5.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-18.6K- 11.94% |
$846K - $875K
|
137K
$6.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-20.3K- 29.33% |
$926K - $957K
|
49K
$2.25M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.5K- 4.1% |
$977K - $1.01M
|
502K
$23.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-22.7K- 77.51% |
$1.03M - $1.07M
|
6.6K
$303K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-23.4K- 11.89% |
$1.07M - $1.1M
|
174K
$7.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24K- 23.0% |
$1.09M - $1.13M
|
80.5K
$3.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-25.9K- 5.25% |
$1.18M - $1.22M
|
468K
$21.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26.3K- 12.26% |
$1.2M - $1.24M
|
188K
$8.65M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.3K- 6.56% |
$1.24M - $1.28M
|
389K
$17.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-27.4K- 10.45% |
$1.25M - $1.29M
|
235K
$10.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-29.8K- 7.85% |
$1.35M - $1.4M
|
349K
$16M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-29.9K- 18.66% |
$1.36M - $1.41M
|
130K
$5.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-30.4K- 2.51% |
$1.38M - $1.43M
|
1.18M
$54.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-32.5K- 86.45% |
$1.48M - $1.53M
|
5.09K
$234K
|