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 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2.89K+ 64.17% |
$154K - $155K
|
7.4K
$335K
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.84K+ 6.16% |
$151K - $152K
|
49K
$2.22M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
2.83K+ 0.37% |
$151K - $152K
|
769K
$34.9M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.83K+ 0.37% |
$151K - $152K
|
769K
$34.9M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
2.74K+ 11.39% |
$146K - $147K
|
26.8K
$1.21M
|
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.62K+ 1.54% |
$139K - $140K
|
172K
$7.8M
|
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.52K+ 3.67% |
$134K - $135K
|
71.1K
$3.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.48K+ 97.8% |
$132K - $133K
|
5.02K
$228K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
2.39KNew |
$127K - $128K
|
2.39K
$108K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.38K+ 0.8% |
$126K - $128K
|
301K
$13.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.36K+ 3.9% |
$125K - $126K
|
62.9K
$2.85M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.35K+ 32.09% |
$125K - $126K
|
9.67K
$438K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.35K+ 32.09% |
$125K - $126K
|
9.67K
$438K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.31K+ 65.2% |
$123K - $124K
|
5.86K
$265K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
2.28K+ 359.12% |
$121K - $123K
|
2.92K
$132K
|
|
|
Nov 10, 2021
Q3 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.19K+ 9.82% |
$117K - $118K
|
24.5K
$1.11M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.19K+ 240.64% |
$116K - $117K
|
3.09K
$140K
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.17K+ 3.51% |
$115K - $116K
|
63.8K
$2.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.12K+ 46.6% |
$113K - $114K
|
6.66K
$302K
|
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
BUY
|
- |
2K+ 0.91% |
$106K - $107K
|
222K
$10.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.97K+ 19.5% |
$105K - $106K
|
12.1K
$547K
|
|
|
Oct 26, 2021
Q3 2021
|
Brickley Wealth Management
|
BUY
|
- |
1.89K+ 1.85% |
$101K - $101K
|
104K
$4.71M
|
|
|
Oct 18, 2021
Q3 2021
|
Tran Capital Management, L.P.
|
BUY
|
- |
1.8K+ 6.64% |
$95.8K - $96.6K
|
28.9K
$1.31M
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.8K+ 20.58% |
$95.7K - $96.5K
|
10.5K
$478K
|
|
|
Oct 12, 2021
Q3 2021
|
Resource Planning Group
|
BUY
|
- |
1.76K+ 11.03% |
$93.3K - $94.1K
|
17.7K
$801K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.71K+ 6.22% |
$90.7K - $91.5K
|
29.1K
$1.32M
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.68K+ 129.18% |
$89.3K - $90K
|
2.98K
$135K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.68K+ 129.18% |
$89.3K - $90K
|
2.98K
$135K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.61K+ 38.29% |
$85.5K - $86.2K
|
5.8K
$263K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.6K+ 14.44% |
$85.2K - $85.9K
|
12.7K
$575K
|
|
|
Nov 09, 2021
Q3 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.6K+ 7.95% |
$84.9K - $85.7K
|
21.7K
$983K
|
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.54K+ 22.16% |
$81.9K - $82.6K
|
8.49K
$385K
|
|
|
Oct 13, 2021
Q3 2021
|
Ht Partners LLC
|
BUY
|
- |
1.48K+ 1.18% |
$78.7K - $79.3K
|
127K
$5.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.38K+ 9.0% |
$73.2K - $73.8K
|
16.7K
$755K
|
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.36K+ 34.18% |
$72.1K - $72.7K
|
5.32K
$241K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.35K+ 20.08% |
$71.6K - $72.3K
|
8.06K
$365K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.31K+ 9.01% |
$69.6K - $70.2K
|
15.8K
$718K
|
|
|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.24K+ 2.7% |
$66.1K - $66.7K
|
47.3K
$2.14M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.08K+ 736.73% |
$57.6K - $58.1K
|
1.23K
$55.7K
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.04K+ 10.68% |
$55.4K - $55.8K
|
10.8K
$489K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.04K+ 6.5% |
$55.1K - $55.6K
|
17K
$769K
|
|
|
Nov 09, 2021
Q3 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
978+ 8.59% |
$52K - $52.5K
|
12.4K
$560K
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
BUY
|
- |
975+ 22.76% |
$51.9K - $52.3K
|
5.26K
$238K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
968New |
$51.5K - $51.9K
|
968
$43.9K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
956+ 30.33% |
$50.8K - $51.3K
|
4.11K
$186K
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
948+ 11.9% |
$50.4K - $50.9K
|
8.91K
$404K
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
923+ 1.88% |
$49.1K - $49.5K
|
50.1K
$2.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
920New |
$48.9K - $49.3K
|
920
$41.7K
|
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
BUY
|
- |
866+ 0.71% |
$46.1K - $46.5K
|
123K
$5.56M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
810+ 3.6% |
$43.1K - $43.4K
|
23.3K
$1.06M
|