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
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-262Closed |
$13.8K - $14K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-298- 71.98% |
$15.7K - $15.9K
|
116
$5.26K
|
|
Feb 14, 2022
Q4 2021
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-309- 0.85% |
$16.3K - $16.5K
|
35.9K
$1.63M
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-318Closed |
$16.8K - $17K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-353- 7.99% |
$18.6K - $18.8K
|
4.07K
$184K
|
|
Feb 08, 2022
Q4 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-367- 0.56% |
$19.3K - $19.6K
|
65K
$2.94M
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-370- 2.63% |
$19.5K - $19.7K
|
13.7K
$620K
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-379- 2.08% |
$20K - $20.2K
|
17.8K
$809K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-383Closed |
$20.2K - $20.4K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-411- 0.49% |
$21.7K - $21.9K
|
84.2K
$3.82M
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-422- 7.96% |
$22.2K - $22.5K
|
4.88K
$221K
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-437Closed |
$23K - $23.3K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-441- 3.08% |
$23.2K - $23.5K
|
13.9K
$629K
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-468- 11.95% |
$24.7K - $25K
|
3.45K
$156K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-500Closed |
$26.4K - $26.7K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-546- 10.03% |
$28.8K - $29.1K
|
4.9K
$222K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-554- 9.55% |
$29.2K - $29.6K
|
5.25K
$238K
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-600- 8.77% |
$31.6K - $32K
|
6.24K
$283K
|
|
Jan 24, 2022
Q4 2021
|
Verde Capital Management
|
SELL
|
- |
-608- 2.9% |
$32K - $32.4K
|
20.4K
$924K
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-649- 10.5% |
$34.2K - $34.6K
|
5.53K
$251K
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-704- 18.09% |
$37.1K - $37.6K
|
3.19K
$144K
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-708Closed |
$37.3K - $37.8K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-722- 7.87% |
$38.1K - $38.5K
|
8.45K
$383K
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-762- 22.74% |
$40.2K - $40.7K
|
2.59K
$117K
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-765- 25.7% |
$40.3K - $40.8K
|
2.21K
$100K
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-765- 25.7% |
$40.3K - $40.8K
|
2.21K
$100K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-805- 50.85% |
$42.4K - $42.9K
|
778
$35.3K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-913- 13.2% |
$48.1K - $48.7K
|
6K
$272K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-913Closed |
$48.1K - $48.7K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-920Closed |
$48.5K - $49.1K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-1.01K- 42.47% |
$53.4K - $54K
|
1.37K
$62.2K
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.02K- 13.12% |
$53.8K - $54.5K
|
6.76K
$306K
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
SELL
|
- |
-1.04K- 7.09% |
$54.8K - $55.5K
|
13.6K
$618K
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.04K- 7.09% |
$54.8K - $55.5K
|
13.6K
$618K
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.06K- 14.28% |
$55.9K - $56.6K
|
6.36K
$288K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.09K- 88.94% |
$57.7K - $58.4K
|
136
$6.16K
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.14K- 80.34% |
$59.9K - $60.6K
|
278
$12.6K
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.17K- 9.54% |
$61.5K - $62.3K
|
11.1K
$501K
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.22K- 4.99% |
$64.5K - $65.3K
|
23.3K
$1.06M
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.26K- 14.18% |
$66.6K - $67.4K
|
7.65K
$347K
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.27K- 7.77% |
$67.1K - $67.9K
|
15.1K
$684K
|
|
Jan 24, 2022
Q4 2021
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.28K- 4.23% |
$67.5K - $68.3K
|
29K
$1.31M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.41K- 3.58% |
$74.1K - $75K
|
37.9K
$1.72M
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.5K- 40.73% |
$79.1K - $80K
|
2.18K
$98.9K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.66K- 40.32% |
$87.7K - $88.8K
|
2.46K
$112K
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.78K- 3.75% |
$93.6K - $94.7K
|
45.5K
$2.06M
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-1.79K- 31.03% |
$94.5K - $95.6K
|
3.98K
$181K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.88K- 3.87% |
$98.9K - $100K
|
46.5K
$2.11M
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
SELL
|
- |
-1.88K- 2.15% |
$99.3K - $101K
|
85.6K
$3.88M
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.89K- 58.56% |
$99.5K - $101K
|
1.34K
$60.5K
|