Purchases and Sales Made in Q4 2023 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q4 2023. 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 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22.1M+ 42.37% |
$934M - $1.03B
|
74.2M
$3.39B
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.53M+ 200.44% |
$149M - $165M
|
5.29M
$242M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.38M+ 48.99% |
$58.4M - $64.4M
|
4.2M
$192M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.14M+ 6.96% |
$48.2M - $53.1M
|
17.5M
$799M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
842K+ 66.77% |
$35.6M - $39.2M
|
2.1M
$95.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
610K+ 94.58% |
$25.8M - $28.4M
|
1.26M
$57.3M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
598KNew |
$25.3M - $27.9M
|
598K
$27.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
373K+ 9.52% |
$15.8M - $17.4M
|
4.29M
$196M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
306KNew |
$12.9M - $14.2M
|
306K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
256KNew |
$10.8M - $11.9M
|
256K
$11.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
256K+ 29.99% |
$10.8M - $11.9M
|
1.11M
$50.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
248K+ 52.79% |
$10.5M - $11.6M
|
719K
$32.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
237K+ 5.36% |
$10M - $11M
|
4.65M
$212M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
232K+ 108.3% |
$9.8M - $10.8M
|
445K
$20.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
205K+ 62.37% |
$8.67M - $9.55M
|
533K
$24.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
193KNew |
$8.18M - $9.01M
|
193K
$8.83M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
177K+ 59.89% |
$7.49M - $8.25M
|
473K
$21.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
165K+ 13.52% |
$6.98M - $7.69M
|
1.39M
$63.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
157KNew |
$6.65M - $7.33M
|
157K
$7.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
153K+ 481.41% |
$6.47M - $7.13M
|
185K
$8.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
138KNew |
$5.84M - $6.44M
|
138K
$6.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
134K+ 4.42% |
$5.65M - $6.23M
|
3.16M
$144M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
132KNew |
$5.57M - $6.13M
|
132K
$6.01M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
124KNew |
$5.24M - $5.77M
|
124K
$5.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
120KNew |
$5.09M - $5.6M
|
120K
$5.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
118KNew |
$5.01M - $5.52M
|
118K
$5.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
116K+ 111.82% |
$4.91M - $5.41M
|
220K
$10M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
111K+ 1.79% |
$4.68M - $5.16M
|
6.3M
$288M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
110K+ 76.65% |
$4.67M - $5.14M
|
254K
$11.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
106K+ 0.08% |
$4.49M - $4.95M
|
132M
$6.03B
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
104K+ 346.66% |
$4.4M - $4.85M
|
134K
$6.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
102K+ 16.47% |
$4.32M - $4.76M
|
722K
$33M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
101KNew |
$4.26M - $4.7M
|
101K
$4.6M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
93.9KNew |
$3.97M - $4.38M
|
93.9K
$4.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
91.7K+ 91.35% |
$3.88M - $4.27M
|
192K
$8.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
83.2KNew |
$3.52M - $3.87M
|
83.2K
$3.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
78K+ 22.26% |
$3.3M - $3.63M
|
428K
$19.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
76.2K+ 2.58% |
$3.22M - $3.55M
|
3.03M
$138M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
71.8K+ 6.72% |
$3.04M - $3.34M
|
1.14M
$52M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
70.9KNew |
$3M - $3.3M
|
70.9K
$3.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
70.8K+ 18.16% |
$3M - $3.3M
|
461K
$21M
|
|
|
Feb 02, 2024
Q4 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
69.3K+ 76.33% |
$2.93M - $3.23M
|
160K
$7.31M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
68.2K+ 33.09% |
$2.88M - $3.18M
|
274K
$12.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
67.5KNew |
$2.86M - $3.15M
|
67.5K
$3.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
67.5K+ 4.45% |
$2.85M - $3.14M
|
1.58M
$72.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
66.8K+ 5.5% |
$2.83M - $3.11M
|
1.28M
$58.5M
|
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
63.6K+ 75.27% |
$2.69M - $2.96M
|
148K
$6.76M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
62.5K+ 66.93% |
$2.65M - $2.91M
|
156K
$7.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
57.4K+ 2.54% |
$2.43M - $2.67M
|
2.32M
$106M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
49.3KNew |
$2.09M - $2.3M
|
49.3K
$2.25M
|