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 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-98.7K- 91.58% |
$4.17M - $4.6M
|
9.07K
$414K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-99.3K- 0.95% |
$4.2M - $4.63M
|
10.4M
$473M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-107K- 52.94% |
$4.53M - $4.99M
|
95.2K
$4.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
SELL
|
- |
-110K- 88.42% |
$4.64M - $5.11M
|
14.4K
$656K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-114K- 3.76% |
$4.84M - $5.33M
|
2.93M
$134M
|
|
|
Feb 01, 2024
Q4 2023
|
Park Avenue Institutional Advisers LLC
|
SELL
|
- |
-126K- 29.81% |
$5.31M - $5.85M
|
296K
$13.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-162K- 73.11% |
$6.84M - $7.53M
|
59.5K
$2.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-253K- 15.56% |
$10.7M - $11.8M
|
1.37M
$62.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-283K- 42.94% |
$12M - $13.2M
|
375K
$17.1M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-674K- 98.54% |
$28.5M - $31.4M
|
10K
$456K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-978K- 33.78% |
$41.4M - $45.6M
|
1.92M
$87.6M
|