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
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-481- 16.57% |
$21K - $22.6K
|
2.42K
$111K
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-483- 2.97% |
$21K - $22.7K
|
15.8K
$721K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-483- 58.26% |
$21K - $22.7K
|
346
$15.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-523- 12.21% |
$22.8K - $24.5K
|
3.76K
$172K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-549- 1.95% |
$23.9K - $25.7K
|
27.6K
$1.26M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-620- 34.46% |
$27K - $29.1K
|
1.18K
$53.8K
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-683- 1.39% |
$29.8K - $32K
|
48.6K
$2.22M
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-696- 9.45% |
$30.3K - $32.6K
|
6.67K
$304K
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-718- 3.0% |
$31.3K - $33.7K
|
23.2K
$1.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-759- 57.15% |
$33.1K - $35.6K
|
569
$26K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-775- 13.25% |
$33.8K - $36.3K
|
5.07K
$232K
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-816- 4.29% |
$35.6K - $38.3K
|
18.2K
$832K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-929- 0.8% |
$40.5K - $43.6K
|
115K
$5.25M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.01K- 2.96% |
$43.8K - $47.2K
|
32.9K
$1.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.1K- 17.26% |
$47.9K - $51.6K
|
5.27K
$241K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.14K- 99.04% |
$49.6K - $53.4K
|
11
$502
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-1.17K- 16.26% |
$51K - $54.9K
|
6.03K
$275K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.18K- 7.85% |
$51.3K - $55.2K
|
13.8K
$630K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.19K- 16.58% |
$51.6K - $55.6K
|
5.96K
$272K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-1.19K- 16.43% |
$51.6K - $55.6K
|
6.03K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.19K- 11.51% |
$51.9K - $55.9K
|
9.16K
$418K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-1.26K- 9.08% |
$55K - $59.2K
|
12.7K
$578K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.31K- 4.61% |
$56.9K - $61.3K
|
27K
$1.23M
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.31K- 4.39% |
$57.1K - $61.4K
|
28.6K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.34K- 5.76% |
$58.4K - $62.9K
|
21.9K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-1.34K- 7.08% |
$58.5K - $63K
|
17.6K
$805K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.35K- 13.22% |
$58.8K - $63.3K
|
8.86K
$404K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.38K- 0.82% |
$60K - $64.6K
|
167K
$7.61M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.43K- 0.94% |
$62.2K - $67K
|
150K
$6.86M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.53K- 16.57% |
$66.8K - $71.9K
|
7.72K
$352K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.58K- 19.75% |
$68.7K - $73.9K
|
6.4K
$292K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.58K- 47.05% |
$68.9K - $74.1K
|
1.78K
$81.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.63K- 12.84% |
$71K - $76.4K
|
11.1K
$505K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.63K- 8.02% |
$71.1K - $76.5K
|
18.7K
$855K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.72K- 7.62% |
$74.8K - $80.5K
|
20.8K
$951K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.74K- 0.55% |
$75.7K - $81.4K
|
317K
$14.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.78K- 4.98% |
$77.7K - $83.7K
|
34K
$1.55M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.84K- 12.11% |
$80.1K - $86.2K
|
13.3K
$609K
|
|
|
Feb 09, 2023
Q4 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.93K- 5.13% |
$84.2K - $90.6K
|
35.7K
$1.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.95K- 97.01% |
$84.8K - $91.2K
|
60
$2.74K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-2.05K- 29.16% |
$89.5K - $96.3K
|
4.99K
$228K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.1K- 2.57% |
$91.3K - $98.3K
|
79.3K
$3.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-2.21K- 7.27% |
$96.5K - $104K
|
28.2K
$1.29M
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-2.32K- 2.3% |
$101K - $109K
|
98.5K
$4.49M
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-2.33K- 29.56% |
$101K - $109K
|
5.54K
$253K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.36K- 12.01% |
$103K - $111K
|
17.3K
$789K
|
|
|
Jan 31, 2023
Q4 2022
|
Tran Capital Management, L.P.
|
SELL
|
- |
-2.39K- 7.66% |
$104K - $112K
|
28.8K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.41K- 32.88% |
$105K - $113K
|
4.92K
$225K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.43K- 12.35% |
$106K - $114K
|
17.3K
$788K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.48K- 33.3% |
$108K - $116K
|
4.96K
$226K
|