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 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-651- 84.0% |
$28.4K - $30.1K
|
124
$5.55K
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-732- 7.86% |
$31.9K - $33.8K
|
8.58K
$384K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-752- 7.75% |
$32.8K - $34.7K
|
8.96K
$401K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-811- 36.21% |
$35.4K - $37.5K
|
1.43K
$64K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-828- 5.03% |
$36.1K - $38.3K
|
15.6K
$699K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-866- 89.65% |
$37.8K - $40K
|
100
$4.48K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-883- 7.32% |
$38.5K - $40.8K
|
11.2K
$500K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-946- 0.82% |
$41.3K - $43.7K
|
114K
$5.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-963- 6.4% |
$42K - $44.5K
|
14.1K
$631K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.07K- 10.67% |
$46.8K - $49.6K
|
8.99K
$403K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.07K- 16.87% |
$46.8K - $49.6K
|
5.29K
$237K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-1.09K- 1.0% |
$47.6K - $50.5K
|
108K
$4.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.1K- 0.87% |
$48K - $50.9K
|
126K
$5.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.12K- 9.87% |
$48.6K - $51.5K
|
10.2K
$456K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.26K- 2.32% |
$55.1K - $58.4K
|
53.3K
$2.39M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.27K- 8.78% |
$55.3K - $58.5K
|
13.2K
$589K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.29K- 10.98% |
$56.1K - $59.5K
|
10.4K
$467K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.42K- 43.59% |
$62.1K - $65.8K
|
1.84K
$82.5K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.46K- 12.42% |
$63.6K - $67.4K
|
10.3K
$461K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.51K- 6.35% |
$65.7K - $69.6K
|
22.2K
$995K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.51K- 7.56% |
$65.9K - $69.8K
|
18.5K
$826K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.66K- 2.47% |
$72.5K - $76.8K
|
65.6K
$2.94M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.68K- 2.12% |
$73.1K - $77.5K
|
77.5K
$3.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.69K- 1.08% |
$73.9K - $78.3K
|
155K
$6.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.89K- 3.84% |
$82.3K - $87.2K
|
47.3K
$2.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.93K- 1.74% |
$84.2K - $89.2K
|
109K
$4.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.04K- 0.22% |
$88.8K - $94.1K
|
944K
$42.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.07K- 6.37% |
$90.1K - $95.4K
|
30.4K
$1.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.09K- 0.17% |
$91.1K - $96.5K
|
1.26M
$56.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.1K- 0.77% |
$91.6K - $97K
|
269K
$12.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.12K- 24.85% |
$92.2K - $97.7K
|
6.4K
$286K
|
|
|
Oct 10, 2023
Q3 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-2.17K- 2.06% |
$94.7K - $100K
|
103K
$4.62M
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
SELL
|
- |
-2.23K- 29.52% |
$97.3K - $103K
|
5.32K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.38K- 9.51% |
$104K - $110K
|
22.6K
$1.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.4K- 92.84% |
$105K - $111K
|
185
$8.28K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.48K- 8.45% |
$108K - $114K
|
26.8K
$1.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.53K- 10.57% |
$110K - $117K
|
21.4K
$958K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.55K- 20.43% |
$111K - $118K
|
9.95K
$445K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.59K- 23.04% |
$113K - $120K
|
8.66K
$388K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.73K- 0.79% |
$119K - $126K
|
343K
$15.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.77K- 2.32% |
$121K - $128K
|
117K
$5.23M
|
|
|
Oct 13, 2023
Q3 2023
|
Tran Capital Management, L.P.
|
SELL
|
- |
-2.94K- 10.16% |
$128K - $136K
|
26K
$1.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
SELL
|
- |
-3.01K- 11.93% |
$131K - $139K
|
22.2K
$994K
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.17K- 11.51% |
$138K - $146K
|
24.4K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-3.42K- 9.34% |
$149K - $158K
|
33.2K
$1.49M
|
|
|
Nov 06, 2023
Q3 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.43K- 2.13% |
$149K - $158K
|
157K
$7.03M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.54K- 27.2% |
$154K - $164K
|
9.48K
$424K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3.58K- 0.27% |
$156K - $165K
|
1.33M
$59.4M
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.62K- 1.73% |
$158K - $167K
|
206K
$9.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.69K- 6.56% |
$161K - $171K
|
52.6K
$2.36M
|