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 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.6K+ 62.67% |
$69.9K - $74.1K
|
4.16K
$186K
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.53K+ 5.51% |
$66.8K - $70.8K
|
29.3K
$1.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
1.47K+ 30.23% |
$64.2K - $68.1K
|
6.35K
$284K
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.36K+ 2.38% |
$59.3K - $62.8K
|
58.5K
$2.62M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
1.33K+ 1.05% |
$57.8K - $61.2K
|
128K
$5.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1.23K+ 5.11% |
$53.6K - $56.8K
|
25.3K
$1.13M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.18K+ 24.26% |
$51.5K - $54.5K
|
6.04K
$271K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
1.16K+ 6.23% |
$50.7K - $53.7K
|
19.8K
$887K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.16K+ 12.08% |
$50.6K - $53.6K
|
10.8K
$482K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.15K+ 0.22% |
$50.1K - $53.1K
|
526K
$23.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.1K+ 0.36% |
$48.1K - $50.9K
|
303K
$13.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.01K+ 5.51% |
$44.2K - $46.9K
|
19.4K
$870K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
910+ 194.03% |
$39.7K - $42.1K
|
1.38K
$61.7K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
846+ 0.65% |
$36.9K - $39.1K
|
131K
$5.85M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
805+ 72.72% |
$35.1K - $37.2K
|
1.91K
$85.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
800+ 5.88% |
$34.9K - $37K
|
14.4K
$645K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
797+ 12.73% |
$34.8K - $36.8K
|
7.06K
$316K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
780+ 19.75% |
$34K - $36K
|
4.73K
$212K
|
|
|
Aug 28, 2024
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
746+ 4.92% |
$32.5K - $34.5K
|
15.9K
$713K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
743+ 8.52% |
$32.4K - $34.3K
|
9.46K
$424K
|
|
|
Nov 14, 2023
Q3 2023
|
Verde Capital Management
|
BUY
|
- |
742+ 7.27% |
$32.4K - $34.3K
|
10.9K
$490K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
727New |
$31.7K - $33.6K
|
727
$32.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
592+ 11.13% |
$25.8K - $27.4K
|
5.91K
$265K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
552+ 5.07% |
$24.1K - $25.5K
|
11.4K
$512K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
552+ 55200.0% |
$24.1K - $25.5K
|
553
$24.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
548+ 13.92% |
$23.9K - $25.3K
|
4.49K
$201K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
487+ 11.1% |
$21.2K - $22.5K
|
4.87K
$218K
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
BUY
|
- |
460+ 6.71% |
$20.1K - $21.3K
|
7.32K
$327K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
450+ 3.48% |
$19.6K - $20.8K
|
13.4K
$599K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
407+ 2261.11% |
$17.7K - $18.8K
|
425
$19K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
388New |
$16.9K - $17.9K
|
388
$17.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
383New |
$16.7K - $17.7K
|
383
$17.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
372New |
$16.2K - $17.2K
|
372
$16.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
363+ 1.61% |
$15.8K - $16.8K
|
23K
$1.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
330+ 1320.0% |
$14.4K - $15.2K
|
355
$15.9K
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
294New |
$12.8K - $13.6K
|
294
$13.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
284+ 2.82% |
$12.4K - $13.1K
|
10.3K
$463K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
277+ 5.2% |
$12.1K - $12.8K
|
5.61K
$251K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
273+ 3.25% |
$11.9K - $12.6K
|
8.67K
$388K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
267New |
$11.6K - $12.3K
|
267
$12K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
244+ 12.03% |
$10.6K - $11.3K
|
2.27K
$102K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
225+ 1.32% |
$9.81K - $10.4K
|
17.3K
$775K
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
221New |
$9.64K - $10.2K
|
221
$9.89K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
206+ 22.25% |
$8.98K - $9.52K
|
1.13K
$50.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
199+ 1.06% |
$8.68K - $9.2K
|
18.9K
$847K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
195New |
$8.5K - $9.01K
|
195
$8.73K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
179+ 0.25% |
$7.81K - $8.27K
|
73.1K
$3.27M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
157New |
$6.85K - $7.25K
|
157
$7.03K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
148+ 986.67% |
$6.45K - $6.84K
|
163
$7.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
133+ 0.95% |
$5.8K - $6.15K
|
14.1K
$633K
|