Purchases and Sales Made in Q4 2021 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.7KNew |
$619K - $626K
|
11.7K
$532K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.4KNew |
$603K - $610K
|
11.4K
$518K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.3K+ 19.74% |
$594K - $601K
|
68.3K
$3.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.9K+ 5.4% |
$577K - $584K
|
213K
$9.67M
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
10.9K+ 8.74% |
$575K - $582K
|
136K
$6.16M
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10.8K+ 25.72% |
$570K - $577K
|
52.8K
$2.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
10.7KNew |
$565K - $572K
|
10.7K
$486K
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
10.5KNew |
$551K - $558K
|
10.5K
$474K
|
|
|
Oct 18, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
10.5KNew |
$551K - $558K
|
10.5K
$474K
|
|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
BUY
|
- |
10.2K+ 26.02% |
$540K - $546K
|
49.6K
$2.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9.98K+ 135.99% |
$526K - $532K
|
17.3K
$785K
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
9.84KNew |
$518K - $525K
|
9.84K
$446K
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
9.7KNew |
$511K - $517K
|
9.7K
$440K
|
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
9.02K+ 45.8% |
$476K - $481K
|
28.7K
$1.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Brickley Wealth Management
|
BUY
|
- |
8.95K+ 8.62% |
$471K - $477K
|
113K
$5.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.68K+ 7.82% |
$457K - $463K
|
120K
$5.42M
|
|
|
Feb 10, 2022
Q4 2021
|
Swm Advisors
|
BUY
|
- |
8.47KNew |
$446K - $452K
|
8.47K
$384K
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
8.37KNew |
$441K - $447K
|
8.37K
$379K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8.14K+ 4.8% |
$429K - $434K
|
178K
$8.05M
|
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
8KNew |
$422K - $427K
|
8K
$363K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.89KNew |
$416K - $421K
|
7.89K
$357K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.72K+ 5.51% |
$407K - $412K
|
148K
$6.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.65K+ 18.76% |
$403K - $408K
|
48.4K
$2.19M
|
|
|
Feb 18, 2022
Q4 2021
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
7.27KNew |
$383K - $388K
|
7.27K
$330K
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
7.18K+ 5.93% |
$378K - $383K
|
128K
$5.81M
|
|
|
Aug 22, 2024
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
7.14K+ 46.72% |
$376K - $381K
|
22.4K
$1.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
7.06K+ 25.67% |
$372K - $377K
|
34.6K
$1.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
6.95KNew |
$366K - $371K
|
6.95K
$315K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.79K+ 184.01% |
$358K - $362K
|
10.5K
$475K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.75K+ 1.5% |
$356K - $360K
|
456K
$20.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.72K+ 56.46% |
$354K - $359K
|
18.6K
$844K
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
6.7KNew |
$353K - $357K
|
6.7K
$304K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.43K+ 3.02% |
$339K - $343K
|
219K
$9.94M
|
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
6.34K+ 29.22% |
$334K - $338K
|
28K
$1.27M
|
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
6.31KNew |
$332K - $336K
|
6.31K
$286K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.29K+ 7.18% |
$332K - $336K
|
93.9K
$4.26M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
6.09K+ 11.74% |
$321K - $325K
|
57.9K
$2.63M
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
6.05K+ 7.35% |
$319K - $323K
|
88.4K
$4.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
5.72KNew |
$302K - $305K
|
5.72K
$259K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.58K+ 4.13% |
$294K - $297K
|
141K
$6.38M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.51KNew |
$291K - $294K
|
5.51K
$250K
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
5.5K+ 1.3% |
$290K - $293K
|
429K
$19.4M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5.42KNew |
$286K - $289K
|
5.42K
$246K
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5.17KNew |
$273K - $276K
|
5.17K
$234K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
5.14K+ 64.2% |
$271K - $274K
|
13.1K
$596K
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
5KNew |
$264K - $267K
|
5K
$227K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
4.97KNew |
$262K - $265K
|
4.97K
$225K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.96KNew |
$262K - $265K
|
4.96K
$225K
|
|
|
Aug 02, 2023
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
4.83K+ 1.38% |
$255K - $258K
|
354K
$16M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
4.83KNew |
$255K - $258K
|
4.83K
$219K
|