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 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
46.6K+ 99.38% |
$2.03M - $2.15M
|
93.4K
$4.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
45.8K+ 46.6% |
$2M - $2.11M
|
144K
$6.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.7K+ 21.99% |
$1.99M - $2.11M
|
253K
$11.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
43.9K+ 334.05% |
$1.91M - $2.03M
|
57K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
43.5K+ 7.34% |
$1.9M - $2.01M
|
636K
$28.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
43.3KNew |
$1.89M - $2M
|
43.3K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
42.5K+ 61.89% |
$1.85M - $1.96M
|
111K
$4.97M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
41.6K+ 80.21% |
$1.81M - $1.92M
|
93.5K
$4.18M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40.3K+ 33.75% |
$1.76M - $1.86M
|
160K
$7.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
40.1K+ 10.1% |
$1.75M - $1.85M
|
437K
$19.6M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
38KNew |
$1.66M - $1.76M
|
38K
$1.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
37K+ 5.38% |
$1.62M - $1.71M
|
725K
$32.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
35.2K+ 13.03% |
$1.54M - $1.63M
|
306K
$13.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
34.1K+ 304.83% |
$1.49M - $1.57M
|
45.2K
$2.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
BUY
|
- |
30K+ 5.82% |
$1.31M - $1.39M
|
545K
$24.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
29.5K+ 15.05% |
$1.29M - $1.36M
|
226K
$10.1M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
29.4K+ 460.1% |
$1.28M - $1.36M
|
35.8K
$1.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
27.9K+ 23.78% |
$1.22M - $1.29M
|
145K
$6.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
27.2K+ 0.91% |
$1.18M - $1.26M
|
3.02M
$135M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.1K+ 5.4% |
$1.1M - $1.16M
|
490K
$22M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
24.8KNew |
$1.08M - $1.14M
|
24.8K
$1.11M
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
24.4KNew |
$1.06M - $1.13M
|
24.4K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
23.4K+ 29.06% |
$1.02M - $1.08M
|
104K
$4.65M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
22.6K+ 9.45% |
$987K - $1.05M
|
262K
$11.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22.5K+ 13.42% |
$980K - $1.04M
|
190K
$8.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
22.4K+ 114.04% |
$975K - $1.03M
|
42K
$1.88M
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
22K+ 12.1% |
$961K - $1.02M
|
204K
$9.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
21.5K+ 1.96% |
$939K - $994K
|
1.12M
$50.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
21.5K+ 40.37% |
$937K - $993K
|
74.7K
$3.35M
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
21.5K+ 11.17% |
$937K - $993K
|
214K
$9.57M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
21.5K+ 37.17% |
$936K - $992K
|
79.2K
$3.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
21.3K+ 24.07% |
$930K - $985K
|
110K
$4.92M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
20.6K+ 20.69% |
$897K - $951K
|
120K
$5.37M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.5KNew |
$895K - $948K
|
20.5K
$919K
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
20.2KNew |
$881K - $934K
|
20.2K
$905K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.3K+ 1.65% |
$841K - $891K
|
1.19M
$53.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
19.2K+ 7.09% |
$835K - $885K
|
289K
$13M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.1K+ 5.77% |
$834K - $883K
|
350K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
18.5K+ 88.52% |
$805K - $853K
|
39.3K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.1K+ 6.69% |
$788K - $835K
|
288K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
17.5K+ 1.72% |
$765K - $810K
|
1.03M
$46.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
16.9K+ 13.8% |
$737K - $781K
|
139K
$6.24M
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
BUY
|
- |
16.8K+ 3.46% |
$733K - $777K
|
503K
$22.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
16.2K+ 53.2% |
$704K - $746K
|
46.5K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
16.1K+ 55.72% |
$701K - $743K
|
44.9K
$2.01M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
15.9K+ 29.83% |
$693K - $734K
|
69.2K
$3.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
15.6K+ 99.3% |
$680K - $721K
|
31.3K
$1.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
15.4KNew |
$670K - $710K
|
15.4K
$688K
|
|
|
Nov 09, 2023
Q3 2023
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
14.5K+ 51.42% |
$632K - $670K
|
42.7K
$1.91M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.4K+ 8.86% |
$629K - $666K
|
177K
$7.93M
|