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 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.8KNew |
$604K - $640K
|
13.8K
$620K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.6K+ 74.68% |
$592K - $628K
|
31.8K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
13.2K+ 78.37% |
$575K - $610K
|
30K
$1.34M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.1K+ 42.47% |
$527K - $558K
|
40.5K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
11.1KNew |
$483K - $512K
|
11.1K
$496K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
10.9K+ 42.17% |
$476K - $505K
|
36.8K
$1.65M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.9KNew |
$474K - $502K
|
10.9K
$487K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
10.8K+ 8.65% |
$469K - $497K
|
135K
$6.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.8K+ 11.59% |
$427K - $453K
|
94.3K
$4.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
9.75K+ 4.45% |
$425K - $450K
|
229K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
9.66KNew |
$421K - $446K
|
9.66K
$433K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
9.59KNew |
$418K - $443K
|
9.59K
$429K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
9.53K+ 45.47% |
$416K - $441K
|
30.5K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
9.5K+ 12.67% |
$414K - $439K
|
84.5K
$3.78M
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
9.43K+ 6.76% |
$411K - $436K
|
149K
$6.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
9.36K+ 15.9% |
$408K - $432K
|
68.2K
$3.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.29K+ 10.82% |
$405K - $429K
|
95.1K
$4.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
9.17K+ 1.95% |
$400K - $424K
|
480K
$21.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
8.99K+ 19.84% |
$392K - $415K
|
54.3K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.89K+ 5.12% |
$388K - $411K
|
183K
$8.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.83K+ 17.22% |
$385K - $408K
|
60.1K
$2.69M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
8.71K+ 1.56% |
$380K - $403K
|
566K
$25.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
8.49KNew |
$370K - $392K
|
8.49K
$380K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.08KNew |
$352K - $373K
|
8.08K
$362K
|
|
|
Oct 16, 2023
Q3 2023
|
Ht Partners LLC
|
BUY
|
- |
8.06K+ 6.95% |
$352K - $373K
|
124K
$5.56M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
7.95K+ 582.34% |
$347K - $367K
|
9.31K
$417K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
7.9KNew |
$344K - $365K
|
7.9K
$354K
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
7.76KNew |
$338K - $359K
|
7.76K
$347K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.7K+ 19.59% |
$336K - $356K
|
47K
$2.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
7.48K+ 6.67% |
$326K - $346K
|
120K
$5.36M
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
7.4K+ 7.24% |
$323K - $342K
|
109K
$4.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.38K+ 9.46% |
$322K - $341K
|
85.4K
$3.82M
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
7.16KNew |
$312K - $331K
|
7.16K
$321K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
7.13K+ 4.54% |
$311K - $329K
|
164K
$7.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.06K+ 111.32% |
$308K - $326K
|
13.4K
$600K
|
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
6.7K+ 60.91% |
$292K - $310K
|
17.7K
$792K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.43K+ 18.84% |
$280K - $297K
|
40.5K
$1.82M
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
6.42K+ 14.21% |
$280K - $297K
|
51.6K
$2.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
6.06K+ 2.09% |
$264K - $280K
|
296K
$13.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.02K+ 1.57% |
$263K - $278K
|
390K
$17.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.88K+ 15.6% |
$257K - $272K
|
43.6K
$1.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.85K+ 0.95% |
$255K - $271K
|
620K
$27.8M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
5.8K+ 36.1% |
$253K - $268K
|
21.9K
$979K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.79KNew |
$253K - $268K
|
5.79K
$259K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.72KNew |
$249K - $264K
|
5.72K
$256K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5.67KNew |
$247K - $262K
|
5.67K
$254K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.65K+ 15.48% |
$246K - $261K
|
42.1K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
5.34KNew |
$233K - $247K
|
5.34K
$239K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
5.31K+ 56.31% |
$232K - $245K
|
14.7K
$660K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
5.26K+ 54.11% |
$229K - $243K
|
15K
$670K
|