Purchases and Sales Made in Q3 2023 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-42.6K- 31.09% |
$1.86M - $1.97M
|
94.4K
$4.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-48.2K- 44.65% |
$2.1M - $2.23M
|
59.7K
$2.67M
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-55.9K- 31.93% |
$2.44M - $2.58M
|
119K
$5.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-57.7K- 42.08% |
$2.52M - $2.67M
|
79.4K
$3.56M
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-62.4K- 38.32% |
$2.72M - $2.88M
|
100K
$4.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-67.8K- 28.16% |
$2.96M - $3.13M
|
173K
$7.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-72.9K- 1.83% |
$3.18M - $3.37M
|
3.92M
$176M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-93.1K- 6.99% |
$4.06M - $4.3M
|
1.24M
$55.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-96.3K- 19.16% |
$4.2M - $4.45M
|
406K
$18.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-104K- 95.67% |
$4.53M - $4.8M
|
4.7K
$211K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-117K- 96.87% |
$5.12M - $5.42M
|
3.79K
$170K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-118K- 46.33% |
$5.13M - $5.44M
|
136K
$6.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-123K- 60.39% |
$5.34M - $5.66M
|
80.4K
$3.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-138K- 94.16% |
$6.03M - $6.39M
|
8.57K
$384K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-162K- 94.09% |
$7.08M - $7.51M
|
10.2K
$457K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-181K- 52.66% |
$7.87M - $8.34M
|
162K
$7.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-194K- 78.58% |
$8.47M - $8.97M
|
52.9K
$2.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-226K- 77.42% |
$9.87M - $10.5M
|
66K
$2.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-403K- 21.0% |
$17.6M - $18.6M
|
1.52M
$67.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-817K- 70.5% |
$35.6M - $37.8M
|
342K
$15.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.56MClosed |
$68M - $72.1M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.28M- 16.72% |
$143M - $152M
|
16.4M
$732M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-3.5M- 94.05% |
$153M - $162M
|
221K
$9.9M
|