Purchases and Sales Made in Q3 2021 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
9.48K+ 3.05% |
$504K - $509K
|
321K
$14.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9.43K+ 52.03% |
$502K - $506K
|
27.6K
$1.26M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.36K+ 7.44% |
$498K - $502K
|
135K
$6.16M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.95K+ 72.11% |
$476K - $480K
|
21.4K
$974K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
8.76K+ 194.04% |
$466K - $470K
|
13.3K
$605K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.69K+ 12.63% |
$462K - $466K
|
77.5K
$3.53M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.56K+ 26.55% |
$455K - $459K
|
40.8K
$1.86M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8.31KNew |
$442K - $445K
|
8.31K
$379K
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
8.26K+ 42.4% |
$440K - $443K
|
27.8K
$1.27M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.17K+ 5.02% |
$435K - $438K
|
171K
$7.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.81KNew |
$415K - $419K
|
7.81K
$356K
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
7.68KNew |
$408K - $412K
|
7.68K
$350K
|
|
|
Nov 16, 2021
Q3 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
7.48K+ 36.18% |
$398K - $401K
|
28.2K
$1.28M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.93K+ 44.47% |
$369K - $372K
|
22.5K
$1.03M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.74K+ 0.46% |
$359K - $362K
|
1.46M
$66.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
6.33KNew |
$337K - $340K
|
6.33K
$289K
|
|
|
Oct 26, 2021
Q3 2021
|
Fc Advisory LLC
|
BUY
|
- |
5.96K+ 7.31% |
$317K - $320K
|
87.5K
$3.99M
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
5.8K+ 10.89% |
$309K - $311K
|
59.1K
$2.69M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.68K+ 93.05% |
$302K - $304K
|
11.8K
$537K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.63KNew |
$300K - $302K
|
5.63K
$257K
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.53KNew |
$294K - $297K
|
5.53K
$252K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.51K+ 18.57% |
$293K - $295K
|
35.2K
$1.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.5K+ 1.07% |
$293K - $295K
|
518K
$23.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.24KNew |
$279K - $281K
|
5.24K
$239K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.18K+ 10.58% |
$275K - $278K
|
54.1K
$2.47M
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
5.01K+ 5.67% |
$266K - $269K
|
93.3K
$4.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
4.95K+ 33.94% |
$264K - $266K
|
19.6K
$891K
|
|
|
Oct 25, 2021
Q3 2021
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
4.88K+ 3.7% |
$260K - $262K
|
137K
$6.24M
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.88K+ 69.48% |
$260K - $262K
|
11.9K
$543K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.87K+ 4.36% |
$259K - $261K
|
117K
$5.32M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
4.73KNew |
$251K - $254K
|
4.73K
$216K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.55K+ 7.21% |
$242K - $244K
|
67.7K
$3.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.55K+ 2.76% |
$242K - $244K
|
169K
$7.72M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.48K+ 36.63% |
$239K - $241K
|
16.7K
$763K
|
|
|
Nov 12, 2021
Q3 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
4.4KNew |
$234K - $236K
|
4.4K
$201K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.19K+ 11.31% |
$223K - $225K
|
41.3K
$1.88M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.85KNew |
$205K - $206K
|
3.85K
$175K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
3.75K+ 20.08% |
$199K - $201K
|
22.4K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.68KNew |
$196K - $198K
|
3.68K
$168K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.66K+ 24.19% |
$195K - $196K
|
18.8K
$857K
|
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
BUY
|
- |
3.62K+ 19.63% |
$192K - $194K
|
22.1K
$1.01M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.46K+ 46.69% |
$184K - $186K
|
10.9K
$496K
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
3.4K+ 26.19% |
$181K - $182K
|
16.4K
$747K
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.37K+ 8.56% |
$179K - $181K
|
42.8K
$1.95M
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.35K+ 15.8% |
$178K - $179K
|
24.5K
$1.12M
|
|
|
Oct 20, 2021
Q3 2021
|
Unison Advisors LLC
|
BUY
|
- |
3.19K+ 8.81% |
$170K - $171K
|
39.4K
$1.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3.17K+ 1.03% |
$169K - $170K
|
311K
$14.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
3.15K+ 3.68% |
$167K - $169K
|
88.6K
$4.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.99K+ 23.61% |
$159K - $160K
|
15.6K
$713K
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.9K+ 2.4% |
$154K - $156K
|
124K
$5.65M
|