Purchases and Sales Made in Q3 2023 in Vanguard Mortg Backed Sec ETF (VMBS)

VMBS Quotes by TradingView

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
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

BUY
 -
5.04K
New
$220K - $233K
5.04K $226K
Nov 01, 2023 Q3 2023
Simplex Trading, LLC

BUY
 -
4.99K
New
$218K - $231K
4.99K $224K
Nov 13, 2023 Q3 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
4.92K
+ 6.64%
$214K - $227K
78.9K $3.53M
Oct 10, 2023 Q3 2023
Carnegie Capital Asset Management, LLC

BUY
 -
4.85K
New
$211K - $224K
4.85K $217K
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
4.76K
New
$208K - $220K
4.76K $213K
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
4.7K
+ 3.35%
$205K - $217K
145K $6.5M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
4.63K
New
$202K - $214K
4.63K $207K
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
4.56K
+ 97.88%
$199K - $211K
9.22K $413K
Oct 13, 2023 Q3 2023
Columbus Macro, LLC

BUY
 -
4.26K
+ 8.92%
$186K - $197K
52K $2.33M
Oct 31, 2023 Q3 2023
Leeward Financial Partners, LLC

BUY
 -
4.23K
+ 8.3%
$184K - $195K
55.2K $2.47M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
3.98K
+ 22.85%
$174K - $184K
21.4K $958K
Oct 17, 2023 Q3 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
3.97K
+ 10.51%
$173K - $183K
41.7K $1.87M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
3.96K
+ 0.62%
$173K - $183K
643K $28.8M
Feb 14, 2024 Q3 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
3.87K
+ 0.58%
$169K - $179K
673K $30.1M
Oct 10, 2023 Q3 2023
Bartlett & Co. LLC

BUY
 -
3.87K
+ 0.58%
$169K - $179K
673K $30.1M
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
3.8K
+ 714.29%
$166K - $176K
4.33K $194K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
3.73K
+ 31.37%
$163K - $173K
15.6K $700K
Oct 26, 2023 Q3 2023
Altfest L J & CO Inc

BUY
 -
3.71K
+ 17.13%
$162K - $172K
25.4K $1.14M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
3.7K
+ 31.28%
$161K - $171K
15.5K $695K
Nov 20, 2023 Q3 2023
Hohimer Wealth Management, LLC

BUY
 -
3.55K
+ 45.31%
$155K - $164K
11.4K $509K
Nov 06, 2023 Q3 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
3.5K
+ 2.25%
$153K - $162K
159K $7.13M
Nov 14, 2023 Q3 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
3.45K
+ 27.98%
$150K - $159K
15.8K $707K
Nov 13, 2023 Q3 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
3.42K
+ 11.05%
$149K - $158K
34.4K $1.54M
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

BUY
 -
3.3K
+ 36.06%
$144K - $153K
12.5K $558K
Nov 13, 2023 Q3 2023
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
2.99K
+ 9.9%
$130K - $138K
33.2K $1.49M
Nov 14, 2023 Q3 2023
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
2.96K
+ 6.03%
$129K - $137K
52K $2.33M
Oct 17, 2023 Q3 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
2.64K
+ 15.53%
$115K - $122K
19.6K $880K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
2.62K
+ 25.67%
$114K - $121K
12.8K $575K
Nov 01, 2023 Q3 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
2.53K
+ 6.65%
$110K - $117K
40.5K $1.82M
Nov 13, 2023 Q3 2023
Citizens Financial Group Inc

BUY
 -
2.3K
+ 9.21%
$100K - $106K
27.2K $1.22M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
2.29K
+ 9.46%
$100K - $106K
26.6K $1.19M
Nov 13, 2023 Q3 2023
Pitcairn CO

Jenkintown, PA
BUY
 -
2.29K
+ 40.24%
$100K - $106K
7.99K $358K
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
2.29K
+ 11.01%
$99.8K - $106K
23.1K $1.03M
Nov 01, 2023 Q3 2023
Websterrogers Financial Advisors, LLC

BUY
 -
2.26K
+ 7.65%
$98.5K - $104K
31.8K $1.42M
Oct 23, 2023 Q3 2023
Hexagon Capital Partners LLC

BUY
 -
2.26K
+ 45120.0%
$98.4K - $104K
2.26K $101K
Oct 25, 2023 Q3 2023
Horizon Financial Services, LLC

BUY
 -
2.18K
+ 2.72%
$95K - $101K
82.2K $3.68M
Nov 13, 2023 Q3 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
2.18K
+ 10.81%
$94.9K - $101K
22.3K $999K
Oct 24, 2023 Q3 2023
Blb&B Advisors, LLC

BUY
 -
2.16K
+ 7.62%
$94.2K - $99.8K
30.5K $1.37M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
2.15K
+ 3.44%
$93.6K - $99.2K
64.5K $2.89M
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
2.07K
New
$90.1K - $95.5K
2.07K $92.5K
Nov 14, 2023 Q3 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
1.94K
+ 3.88%
$84.6K - $89.7K
51.9K $2.32M
Oct 20, 2023 Q3 2023
Manning & Napier Group, LLC

BUY
 -
1.94K
+ 0.41%
$84.5K - $89.6K
470K $21.1M
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
1.87K
+ 77.18%
$81.4K - $86.3K
4.29K $192K
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
1.85K
+ 155.42%
$80.6K - $85.4K
3.04K $136K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.84K
+ 33.56%
$80.4K - $85.2K
7.33K $328K
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.81K
+ 6.61%
$78.8K - $83.5K
29.1K $1.3M
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
1.76K
+ 359.84%
$76.6K - $81.1K
2.24K $100K
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
1.62K
+ 1085.91%
$70.6K - $74.8K
1.77K $79.1K
Oct 25, 2023 Q3 2023
Telemus Capital, LLC

BUY
 -
1.61K
+ 9.06%
$70.3K - $74.5K
19.4K $870K

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