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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
787+ 0.66% |
$41.9K - $42.2K
|
120K
$5.45M
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
755+ 14.31% |
$40.2K - $40.5K
|
6.03K
$273K
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
740+ 5.45% |
$39.4K - $39.7K
|
14.3K
$649K
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
BUY
|
- |
714+ 2.79% |
$38K - $38.3K
|
26.3K
$1.19M
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
708New |
$37.7K - $38K
|
708
$32.1K
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
686+ 0.85% |
$36.5K - $36.8K
|
81.1K
$3.67M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
679+ 6.31% |
$36.1K - $36.4K
|
11.4K
$519K
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
662+ 5.12% |
$35.2K - $35.5K
|
13.6K
$616K
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
609+ 179.65% |
$32.4K - $32.7K
|
948
$43K
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
599+ 3.94% |
$31.9K - $32.1K
|
15.8K
$715K
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
520+ 0.47% |
$27.7K - $27.9K
|
110K
$5.01M
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
520+ 4.77% |
$27.7K - $27.9K
|
11.4K
$518K
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
520+ 4.97% |
$27.7K - $27.9K
|
11K
$498K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
465New |
$24.7K - $24.9K
|
465
$21.1K
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
459+ 8.52% |
$24.4K - $24.6K
|
5.85K
$265K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
452New |
$24K - $24.2K
|
452
$20.5K
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
411+ 0.49% |
$21.9K - $22K
|
84.7K
$3.84M
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
411+ 34.63% |
$21.9K - $22K
|
1.6K
$72.4K
|
|
Feb 07, 2022
Q3 2021
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
402+ 0.26% |
$21.4K - $21.6K
|
157K
$7.11M
|
|
Oct 20, 2021
Q3 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
343+ 2.88% |
$18.2K - $18.4K
|
12.3K
$556K
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
331New |
$17.6K - $17.8K
|
331
$15K
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
326+ 9.08% |
$17.3K - $17.5K
|
3.92K
$177K
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
315+ 1.14% |
$16.8K - $16.9K
|
27.9K
$1.26M
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
315+ 0.73% |
$16.8K - $16.9K
|
43.5K
$1.97M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
290+ 6.24% |
$15.4K - $15.6K
|
4.94K
$224K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
272+ 1.38% |
$14.5K - $14.6K
|
20.1K
$909K
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
270New |
$14.4K - $14.5K
|
270
$12.2K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
267+ 7.4% |
$14.2K - $14.3K
|
3.87K
$176K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
260New |
$13.8K - $13.9K
|
260
$11.8K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
251+ 5.47% |
$13.4K - $13.5K
|
4.84K
$219K
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
221New |
$11.8K - $11.9K
|
221
$10K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
212+ 1.87% |
$11.3K - $11.4K
|
11.6K
$524K
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
205+ 8.15% |
$10.9K - $11K
|
2.72K
$123K
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
194+ 2.9% |
$10.3K - $10.4K
|
6.89K
$312K
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
177+ 22.75% |
$9.41K - $9.49K
|
955
$43.3K
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
168+ 1.04% |
$8.94K - $9.01K
|
16.3K
$737K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
162+ 6.75% |
$8.62K - $8.69K
|
2.56K
$116K
|
|
Jan 20, 2022
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
159+ 1.76% |
$8.46K - $8.53K
|
9.17K
$416K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
159+ 1.66% |
$8.46K - $8.53K
|
9.73K
$441K
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
BUY
|
- |
156+ 1.03% |
$8.3K - $8.37K
|
15.4K
$696K
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
144+ 4.35% |
$7.66K - $7.72K
|
3.45K
$157K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
137+ 4566.67% |
$7.29K - $7.35K
|
140
$6.34K
|
|
Oct 19, 2021
Q3 2021
|
Acas, LLC
|
BUY
|
- |
137+ 2.22% |
$7.29K - $7.35K
|
6.31K
$286K
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
137New |
$7.29K - $7.35K
|
137
$6.21K
|
|
Oct 19, 2021
Q3 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
134+ 1.06% |
$7.13K - $7.19K
|
12.8K
$579K
|
|
Oct 26, 2021
Q3 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
115+ 0.18% |
$6.12K - $6.17K
|
65.3K
$2.96M
|
|
Nov 15, 2022
Q3 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
104+ 66.67% |
$5.53K - $5.58K
|
260
$11.8K
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
98+ 2.39% |
$5.21K - $5.26K
|
4.19K
$190K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
98+ 233.33% |
$5.21K - $5.26K
|
140
$6.34K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
94New |
$5K - $5.04K
|
94
$4.26K
|