Purchases and Sales Made in Q4 2022 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q4 2022. 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 01, 2023
Q4 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
68.3KNew |
$2.98M - $3.2M
|
68.3K
$3.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
64.4KNew |
$2.8M - $3.02M
|
64.4K
$2.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
61.1KNew |
$2.66M - $2.87M
|
61.1K
$2.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
59.9K+ 2.02% |
$2.61M - $2.81M
|
3.03M
$138M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
59.4K+ 468.38% |
$2.59M - $2.78M
|
72K
$3.29M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
54KNew |
$2.36M - $2.53M
|
54K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
51.5KNew |
$2.24M - $2.41M
|
51.5K
$2.35M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
48.9K+ 17.28% |
$2.13M - $2.29M
|
332K
$15.1M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
45.4K+ 2211.9% |
$1.98M - $2.13M
|
47.4K
$2.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
44.8KNew |
$1.95M - $2.1M
|
44.8K
$2.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
42.6K+ 4.45% |
$1.86M - $2M
|
999K
$45.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
42.5K+ 1.6% |
$1.85M - $1.99M
|
2.69M
$123M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.1K+ 1.14% |
$1.83M - $1.97M
|
3.72M
$170M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
39.1K+ 7.44% |
$1.7M - $1.83M
|
564K
$25.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
32.6K+ 27.71% |
$1.42M - $1.53M
|
150K
$6.86M
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
31.7K+ 45.9% |
$1.38M - $1.49M
|
101K
$4.6M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31.1KNew |
$1.36M - $1.46M
|
31.1K
$1.42M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
30K+ 98.63% |
$1.31M - $1.41M
|
60.4K
$2.76M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
29.6KNew |
$1.29M - $1.39M
|
29.6K
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.1K+ 61.0% |
$1.23M - $1.32M
|
74.3K
$3.39M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.1K+ 61.0% |
$1.23M - $1.32M
|
74.3K
$3.39M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.3K+ 7.02% |
$1.19M - $1.28M
|
416K
$19M
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
26.5KNew |
$1.15M - $1.24M
|
26.5K
$1.21M
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
26.4K+ 71.89% |
$1.15M - $1.24M
|
63K
$2.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
25.5K+ 41.66% |
$1.11M - $1.2M
|
86.8K
$3.96M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
24.5KNew |
$1.07M - $1.15M
|
24.5K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
22.6KNew |
$987K - $1.06M
|
22.6K
$1.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
21K+ 344.63% |
$917K - $987K
|
27.1K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
20.6KNew |
$900K - $968K
|
20.6K
$942K
|
|
|
Jan 31, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
20.5K+ 5.88% |
$891K - $959K
|
369K
$16.8M
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
20.5K+ 5.88% |
$891K - $959K
|
369K
$16.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.2K+ 1.7% |
$879K - $946K
|
1.21M
$55.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
19.7K+ 10.6% |
$860K - $925K
|
206K
$9.4M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
19.5KNew |
$851K - $916K
|
19.5K
$891K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
19.5KNew |
$851K - $916K
|
19.5K
$891K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19.5K+ 15.8% |
$850K - $915K
|
143K
$6.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
17.2KNew |
$751K - $809K
|
17.2K
$787K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
17.1K+ 7.82% |
$747K - $804K
|
236K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
17KNew |
$741K - $798K
|
17K
$777K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
17KNew |
$740K - $797K
|
17K
$776K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
16.7KNew |
$727K - $783K
|
16.7K
$762K
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
16.6KNew |
$724K - $779K
|
16.6K
$759K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
16.1K+ 29.01% |
$703K - $756K
|
71.7K
$3.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.9K+ 49.53% |
$692K - $744K
|
47.9K
$2.19M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
15.8K+ 97.82% |
$689K - $742K
|
32K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15.2KNew |
$664K - $715K
|
15.2K
$696K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15K+ 14.72% |
$653K - $703K
|
117K
$5.33M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
13.9K+ 51.78% |
$605K - $651K
|
40.7K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
13.7KNew |
$597K - $642K
|
13.7K
$625K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.6K+ 4.47% |
$594K - $639K
|
318K
$14.5M
|