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 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
122New |
$5.32K - $5.64K
|
122
$5.46K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
100New |
$4.36K - $4.62K
|
100
$4.48K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
100+ 222.22% |
$4.36K - $4.62K
|
145
$6.49K
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
99+ 0.59% |
$4.32K - $4.57K
|
16.9K
$757K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
88New |
$3.84K - $4.07K
|
88
$3.94K
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
86+ 0.45% |
$3.75K - $3.97K
|
19.3K
$864K
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
74+ 101.37% |
$3.23K - $3.42K
|
147
$6.58K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
74+ 0.06% |
$3.23K - $3.42K
|
115K
$5.15M
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
72New |
$3.14K - $3.33K
|
72
$3.22K
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
72New |
$3.14K - $3.33K
|
72
$3.22K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
70+ 2.43% |
$3.05K - $3.23K
|
2.95K
$132K
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
65+ 0.59% |
$2.83K - $3K
|
11K
$494K
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
58+ 0.37% |
$2.53K - $2.68K
|
15.9K
$713K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
56New |
$2.44K - $2.59K
|
56
$2.51K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
52New |
$2.27K - $2.4K
|
52
$2.33K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
51+ 1.28% |
$2.22K - $2.36K
|
4.03K
$180K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
50+ 3.12% |
$2.18K - $2.31K
|
1.65K
$73.9K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
46+ 18.18% |
$2.01K - $2.13K
|
299
$13.4K
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
38New |
$1.66K - $1.76K
|
38
$1.7K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
36+ 9.4% |
$1.57K - $1.66K
|
419
$18.8K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
34+ 0.46% |
$1.48K - $1.57K
|
7.49K
$336K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
33New |
$1.44K - $1.52K
|
33
$1.48K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
32+ 0.1% |
$1.4K - $1.48K
|
32.6K
$1.46M
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
31New |
$1.35K - $1.43K
|
31
$1.39K
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
31+ 0.29% |
$1.35K - $1.43K
|
10.7K
$479K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
31New |
$1.35K - $1.43K
|
31
$1.39K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
31+ 0.3% |
$1.35K - $1.43K
|
10.5K
$470K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
29+ 5.2% |
$1.26K - $1.34K
|
587
$26.3K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
25+ 0.41% |
$1.09K - $1.16K
|
6.19K
$277K
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
21+ 0.61% |
$916 - $970
|
3.45K
$154K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
21+ 2.25% |
$916 - $970
|
954
$42.7K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
15New |
$654 - $693
|
15
$672
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
15New |
$654 - $693
|
15
$672
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
12+ 0.09% |
$523 - $555
|
12.8K
$571K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
8New |
$349 - $370
|
8
$358
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 5.95% |
$218 - $231
|
89
$3.98K
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
5+ 0.03% |
$218 - $231
|
17.3K
$776K
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5+ 1.03% |
$218 - $231
|
490
$21.9K
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
3+ 0.06% |
$131 - $139
|
5.09K
$228K
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 1.01% |
$87.2 - $92.4
|
201
$9K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.52% |
$43.6 - $46.2
|
194
$8.69K
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1+ 0.0% |
$43.6 - $46.2
|
160K
$7.15M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.32% |
$43.6 - $46.2
|
77
$3.45K
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
1New |
$43.6 - $46.2
|
1
$44.8
|
|
Nov 13, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-3- 0.32% |
$131 - $139
|
927
$41.5K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6- 5.94% |
$262 - $277
|
95
$4.25K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-16- 7.77% |
$698 - $739
|
190
$8.51K
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-17- 28.81% |
$741 - $786
|
42
$1.88K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-18- 0.36% |
$785 - $832
|
5.01K
$224K
|