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 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-11.2K- 57.64% |
$597K - $602K
|
8.24K
$374K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.4K- 5.17% |
$609K - $614K
|
210K
$9.52M
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-12KClosed |
$636K - $642K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-12.9K- 33.73% |
$685K - $691K
|
25.3K
$1.15M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-14.7K- 34.87% |
$783K - $790K
|
27.5K
$1.25M
|
|
Nov 15, 2021
Q3 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-17.6K- 18.99% |
$935K - $943K
|
75K
$3.4M
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-18.5K- 0.88% |
$986K - $994K
|
2.1M
$95M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18.9K- 77.65% |
$1.01M - $1.01M
|
5.44K
$247K
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19KClosed |
$1.01M - $1.02M
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-20.3K- 47.22% |
$1.08M - $1.09M
|
22.7K
$1.03M
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-20.6K- 21.44% |
$1.09M - $1.1M
|
75.4K
$3.42M
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-20.6K- 28.04% |
$1.1M - $1.11M
|
53K
$2.4M
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-23.7K- 15.24% |
$1.26M - $1.27M
|
132K
$5.97M
|
|
Oct 20, 2021
Q3 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-24.6K- 73.38% |
$1.31M - $1.32M
|
8.92K
$404K
|
|
Oct 13, 2021
Q3 2021
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-25K- 15.01% |
$1.33M - $1.34M
|
142K
$6.41M
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-25.7K- 15.99% |
$1.37M - $1.38M
|
135K
$6.12M
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-27K- 52.81% |
$1.44M - $1.45M
|
24.2K
$1.1M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-28.8KClosed |
$1.53M - $1.54M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-29.6K- 50.0% |
$1.57M - $1.59M
|
29.6K
$1.34M
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-43.1KClosed |
$2.29M - $2.31M
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-46.3KClosed |
$2.46M - $2.48M
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-48.6K- 16.34% |
$2.59M - $2.61M
|
249K
$11.3M
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-48.9K- 38.37% |
$2.6M - $2.62M
|
78.5K
$3.56M
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-49.2K- 54.91% |
$2.62M - $2.64M
|
40.4K
$1.83M
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-63.3K- 92.01% |
$3.37M - $3.4M
|
5.5K
$249K
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
SELL
|
- |
-63.4K- 26.16% |
$3.37M - $3.4M
|
179K
$8.11M
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-63.5KClosed |
$3.38M - $3.41M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-65.9K- 96.93% |
$3.5M - $3.53M
|
2.09K
$94.5K
|
|
Nov 12, 2021
Q3 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-84.2K- 79.08% |
$4.48M - $4.52M
|
22.3K
$1.01M
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-86.4K- 32.09% |
$4.59M - $4.63M
|
183K
$8.28M
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-96.6K- 24.44% |
$5.14M - $5.18M
|
299K
$13.5M
|
|
Nov 02, 2021
Q3 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-130K- 93.8% |
$6.89M - $6.95M
|
8.57K
$388K
|
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-132KClosed |
$7.04M - $7.1M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-136K- 16.48% |
$7.23M - $7.29M
|
688K
$31.2M
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-136K- 46.06% |
$7.23M - $7.29M
|
159K
$7.21M
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-144K- 92.78% |
$7.65M - $7.72M
|
11.2K
$507K
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-152K- 74.62% |
$8.11M - $8.18M
|
51.8K
$2.35M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-170K- 83.5% |
$9.05M - $9.13M
|
33.6K
$1.52M
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-175K- 80.48% |
$9.33M - $9.41M
|
42.5K
$1.93M
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-207K- 99.99% |
$11M - $11.1M
|
25
$1.13K
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-238K- 96.31% |
$12.6M - $12.7M
|
9.1K
$412K
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-306K- 52.24% |
$16.3M - $16.4M
|
279K
$12.7M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-325K- 32.99% |
$17.3M - $17.4M
|
660K
$29.9M
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-441K- 31.9% |
$23.5M - $23.7M
|
942K
$42.7M
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-455K- 70.73% |
$24.2M - $24.4M
|
188K
$8.53M
|
|
Feb 04, 2022
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-620K- 95.32% |
$33M - $33.3M
|
30.4K
$1.38M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-950K- 28.61% |
$50.6M - $51M
|
2.37M
$107M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.47M- 72.72% |
$78.4M - $79.1M
|
553K
$25.1M
|