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 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.05K+ 27.74% |
$133K - $143K
|
14.1K
$642K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
2.86KNew |
$125K - $134K
|
2.86K
$131K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.56K+ 9.91% |
$111K - $120K
|
28.4K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.49K+ 35.24% |
$109K - $117K
|
9.57K
$437K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.49K+ 21.06% |
$109K - $117K
|
14.3K
$654K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.2K+ 55000.0% |
$95.9K - $103K
|
2.2K
$101K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.17KNew |
$94.7K - $102K
|
2.17K
$99.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.17K+ 44.96% |
$94.6K - $102K
|
7K
$320K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.16K+ 18.29% |
$94K - $101K
|
13.9K
$637K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.07KNew |
$90.1K - $96.9K
|
2.07K
$94.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.04K+ 11.07% |
$89.1K - $95.9K
|
20.5K
$936K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2.04K+ 11.09% |
$89K - $95.8K
|
20.5K
$934K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.89K+ 13.33% |
$82.5K - $88.8K
|
16.1K
$735K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.86K+ 2729.41% |
$80.9K - $87K
|
1.92K
$87.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.84K+ 4.51% |
$80.3K - $86.4K
|
42.7K
$1.95M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.81KNew |
$78.8K - $84.8K
|
1.81K
$82.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.7K+ 6.68% |
$73.9K - $79.5K
|
27.1K
$1.24M
|
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.66KNew |
$72.3K - $77.9K
|
1.66K
$75.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.63KNew |
$71K - $76.4K
|
1.63K
$74.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.63K+ 130.1% |
$70.8K - $76.2K
|
2.87K
$131K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.47K+ 135.8% |
$64K - $68.8K
|
2.55K
$116K
|
|
|
Feb 14, 2023
Q4 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.45K+ 0.91% |
$63K - $67.8K
|
161K
$7.34M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.41KNew |
$61.4K - $66.1K
|
1.41K
$64.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
1.4K+ 10.94% |
$61K - $65.7K
|
14.2K
$648K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.39K+ 616.0% |
$60.4K - $65K
|
1.61K
$73.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.38K+ 4.41% |
$60.3K - $64.9K
|
32.8K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.38KNew |
$59.9K - $64.5K
|
1.38K
$62.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
1.33K+ 13.52% |
$57.7K - $62.1K
|
11.1K
$508K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.22KNew |
$53.3K - $57.4K
|
1.22K
$55.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.22K+ 5559.09% |
$53.3K - $57.4K
|
1.25K
$56.8K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.01K+ 1.93% |
$44K - $47.3K
|
53.3K
$2.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1K+ 8.03% |
$43.6K - $46.9K
|
13.5K
$614K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
956+ 214.83% |
$41.7K - $44.8K
|
1.4K
$64K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
956New |
$41.7K - $44.8K
|
956
$43.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
925+ 9.92% |
$40.3K - $43.4K
|
10.3K
$468K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
861+ 1.12% |
$37.5K - $40.4K
|
77.7K
$3.55M
|
|
|
Jan 30, 2023
Q4 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
850+ 2.93% |
$37K - $39.9K
|
29.9K
$1.36M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
812New |
$35.4K - $38.1K
|
812
$37.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
803+ 19.57% |
$35K - $37.7K
|
4.91K
$224K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
789New |
$34.4K - $37K
|
789
$36K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
732+ 2361.29% |
$31.9K - $34.3K
|
763
$34.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
713+ 12.46% |
$31.1K - $33.4K
|
6.44K
$294K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
693+ 4.58% |
$30.2K - $32.5K
|
15.8K
$722K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
666+ 14.19% |
$29K - $31.2K
|
5.36K
$245K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
642+ 9.9% |
$28K - $30.1K
|
7.13K
$325K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
604New |
$26.3K - $28.3K
|
604
$27.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
555+ 792.86% |
$24.2K - $26K
|
625
$28.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
523+ 5.19% |
$22.8K - $24.5K
|
10.6K
$484K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
513+ 4.46% |
$22.4K - $24.1K
|
12K
$548K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
494+ 10.86% |
$21.5K - $23.2K
|
5.04K
$230K
|