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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
249New |
$13.1K - $13.3K
|
249
$11.4K
|
|
|
Mar 10, 2022
Q4 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
229New |
$12.1K - $12.2K
|
229
$10.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
200+ 4.05% |
$10.5K - $10.7K
|
5.14K
$234K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
199New |
$10.5K - $10.6K
|
199
$9.07K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
192New |
$10.1K - $10.2K
|
192
$8.76K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
192+ 20.25% |
$10.1K - $10.2K
|
1.14K
$52K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
171+ 2.16% |
$9.01K - $9.12K
|
8.09K
$369K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
171New |
$9.01K - $9.12K
|
171
$7.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
170+ 1.94% |
$8.96K - $9.07K
|
8.93K
$407K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
167+ 1.73% |
$8.8K - $8.91K
|
9.84K
$448K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
167+ 1.39% |
$8.8K - $8.91K
|
12.2K
$557K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
167+ 1.73% |
$8.8K - $8.91K
|
9.84K
$448K
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
156+ 1.33% |
$8.22K - $8.32K
|
11.9K
$543K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
152New |
$8.01K - $8.11K
|
152
$6.93K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
151New |
$7.96K - $8.06K
|
151
$6.89K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
147+ 19.22% |
$7.75K - $7.84K
|
912
$41.6K
|
|
|
Jan 25, 2022
Q4 2021
|
Tran Capital Management, L.P.
|
BUY
|
- |
141+ 0.49% |
$7.43K - $7.52K
|
29.1K
$1.33M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
139New |
$7.33K - $7.42K
|
139
$6.34K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
112+ 2.31% |
$5.9K - $5.98K
|
4.95K
$226K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
100New |
$5.27K - $5.34K
|
100
$4.56K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
94+ 100.0% |
$4.95K - $5.01K
|
188
$8.57K
|
|
|
Feb 10, 2022
Q4 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
93+ 2.11% |
$4.9K - $4.96K
|
4.5K
$205K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
78New |
$4.11K - $4.16K
|
78
$3.56K
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
70+ 5.93% |
$3.69K - $3.73K
|
1.25K
$57K
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
57New |
$3K - $3.04K
|
57
$2.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.2% |
$2.74K - $2.77K
|
26K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
45+ 32.61% |
$2.37K - $2.4K
|
183
$8.34K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
43+ 0.53% |
$2.27K - $2.29K
|
8.21K
$374K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
38+ 55.88% |
$2K - $2.03K
|
106
$4.83K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
37+ 19.37% |
$1.95K - $1.97K
|
228
$10.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
30+ 0.1% |
$1.58K - $1.6K
|
29.2K
$1.33M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
28New |
$1.48K - $1.49K
|
28
$1.28K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
24+ 141.18% |
$1.27K - $1.28K
|
41
$1.87K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
23New |
$1.21K - $1.23K
|
23
$1.05K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
23+ 1.44% |
$1.21K - $1.23K
|
1.62K
$73.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
23+ 0.33% |
$1.21K - $1.23K
|
6.92K
$315K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
21New |
$1.11K - $1.12K
|
21
$958
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
21New |
$1.11K - $1.12K
|
21
$958
|
|
|
Feb 11, 2022
Q4 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
19New |
$1K - $1.01K
|
19
$866
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
19New |
$1K - $1.01K
|
19
$866
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
18New |
$949 - $960
|
18
$821
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
17+ 23.29% |
$896 - $907
|
90
$4.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
16+ 0.29% |
$843 - $854
|
5.54K
$253K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
13+ 0.27% |
$685 - $694
|
4.74K
$216K
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
11+ 0.07% |
$580 - $587
|
15.4K
$701K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
9New |
$474 - $480
|
9
$410
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7+ 0.08% |
$369 - $373
|
8.52K
$389K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 4.29% |
$316 - $320
|
146
$6.66K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3New |
$158 - $160
|
3
$137
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3+ 0.2% |
$158 - $160
|
1.52K
$69.4K
|