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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-20- 0.25% |
$872 - $924
|
7.9K
$353K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-21- 0.08% |
$916 - $970
|
25.3K
$1.13M
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-40- 0.55% |
$1.74K - $1.85K
|
7.29K
$327K
|
|
|
Nov 13, 2023
Q3 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-70- 0.13% |
$3.05K - $3.23K
|
54.8K
$2.45M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-72- 74.23% |
$3.14K - $3.33K
|
25
$1.12K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-72- 1.15% |
$3.14K - $3.33K
|
6.19K
$277K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-76- 15.48% |
$3.31K - $3.51K
|
415
$18.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-86- 0.29% |
$3.75K - $3.97K
|
29.6K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-95- 48.72% |
$4.14K - $4.39K
|
100
$4.48K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-99- 86.84% |
$4.32K - $4.57K
|
15
$672
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-114- 1.08% |
$4.97K - $5.27K
|
10.4K
$467K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-136- 54.18% |
$5.93K - $6.28K
|
115
$5.15K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-140- 1.43% |
$6.11K - $6.47K
|
9.66K
$433K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-142- 2.04% |
$6.19K - $6.56K
|
6.83K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-200- 5.0% |
$8.72K - $9.24K
|
3.8K
$170K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-210- 14.94% |
$9.16K - $9.7K
|
1.2K
$53.5K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-210- 14.94% |
$9.16K - $9.7K
|
1.2K
$53.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-224- 4.13% |
$9.77K - $10.4K
|
5.21K
$233K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-252- 3.42% |
$11K - $11.6K
|
7.12K
$319K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-261- 7.1% |
$11.4K - $12.1K
|
3.42K
$153K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-263- 4.37% |
$11.5K - $12.2K
|
5.75K
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-264- 0.84% |
$11.5K - $12.2K
|
31.3K
$1.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-270- 79.41% |
$11.8K - $12.5K
|
70
$3.13K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-276- 0.36% |
$12K - $12.8K
|
76.3K
$3.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-290- 40.73% |
$12.6K - $13.4K
|
422
$18.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-290Closed |
$12.6K - $13.4K
|
0
$0
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-295- 0.76% |
$12.9K - $13.6K
|
38.7K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-315- 23.95% |
$13.7K - $14.6K
|
1K
$44.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-316- 4.42% |
$13.8K - $14.6K
|
6.83K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-326- 2.63% |
$14.2K - $15.1K
|
12.1K
$541K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-339- 3.48% |
$14.8K - $15.7K
|
9.41K
$421K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-340- 91.15% |
$14.8K - $15.7K
|
33
$1.48K
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-340- 2.5% |
$14.8K - $15.7K
|
13.3K
$594K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-394- 7.2% |
$17.2K - $18.2K
|
5.08K
$227K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-396- 2.6% |
$17.3K - $18.3K
|
14.8K
$664K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-455- 39.88% |
$19.8K - $21K
|
686
$30.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-458- 20.73% |
$20K - $21.2K
|
1.75K
$78.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-488- 78.08% |
$21.3K - $22.6K
|
137
$6.13K
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-495- 0.49% |
$21.6K - $22.9K
|
100K
$4.49M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-497- 47.29% |
$21.7K - $23K
|
554
$24.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-506- 0.77% |
$22.1K - $23.4K
|
65K
$2.91M
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
SELL
|
- |
-537- 0.71% |
$23.4K - $24.8K
|
75.2K
$3.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-542- 4.66% |
$23.6K - $25K
|
11.1K
$497K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-545- 13.12% |
$23.8K - $25.2K
|
3.61K
$162K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-550- 3.66% |
$24K - $25.4K
|
14.5K
$648K
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
SELL
|
- |
-559- 2.98% |
$24.4K - $25.8K
|
18.2K
$815K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-581- 16.78% |
$25.3K - $26.8K
|
2.88K
$129K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-609- 6.74% |
$26.6K - $28.1K
|
8.43K
$377K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-625- 29.16% |
$27.3K - $28.9K
|
1.52K
$68K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-641- 24.96% |
$28K - $29.6K
|
1.93K
$86.3K
|