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
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.57K+ 52.37% |
$109K - $120K
|
7.47K
$341K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2.57KNew |
$109K - $120K
|
2.57K
$117K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.45K+ 178.93% |
$103K - $114K
|
3.81K
$174K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.43K+ 5.83% |
$103K - $113K
|
44.2K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.4K+ 41.74% |
$102K - $112K
|
8.15K
$372K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
2.39K+ 9.39% |
$101K - $111K
|
27.8K
$1.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.24K+ 11.54% |
$94.9K - $105K
|
21.7K
$990K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.2K+ 4.27% |
$93.1K - $103K
|
53.8K
$2.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.15K+ 3.89% |
$90.8K - $100K
|
57.3K
$2.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.06KNew |
$87.3K - $96.2K
|
2.06K
$94.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.94K+ 1.25% |
$82K - $90.3K
|
158K
$7.19M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.9K+ 1.31% |
$80.3K - $88.4K
|
147K
$6.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.87K+ 1.6% |
$79.1K - $87.1K
|
119K
$5.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
1.81K+ 1.65% |
$76.6K - $84.3K
|
111K
$5.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1.75K+ 6.92% |
$73.9K - $81.4K
|
27K
$1.23M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.73KNew |
$73.1K - $80.5K
|
1.73K
$78.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
1.63K+ 1.36% |
$69K - $76K
|
122K
$5.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.55K+ 13.66% |
$65.7K - $72.4K
|
12.9K
$590K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.55K+ 17.31% |
$65.6K - $72.2K
|
10.5K
$480K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.35K+ 18.07% |
$57.3K - $63.1K
|
8.85K
$404K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.35K+ 3.65% |
$56.9K - $62.7K
|
38.2K
$1.74M
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
1.34K+ 1.33% |
$56.5K - $62.2K
|
102K
$4.64M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
1.31KNew |
$55.5K - $61.2K
|
1.31K
$59.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.25K+ 6.42% |
$52.7K - $58.1K
|
20.7K
$944K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
1.24KNew |
$52.3K - $57.6K
|
1.24K
$56.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.24K+ 8.39% |
$52.3K - $57.6K
|
16K
$729K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
1.18K+ 22.57% |
$49.7K - $54.7K
|
6.38K
$291K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.16K+ 2.69% |
$49.2K - $54.2K
|
44.5K
$2.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.13K+ 15.39% |
$47.8K - $52.6K
|
8.46K
$386K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.12K+ 16.35% |
$47.2K - $52K
|
7.94K
$363K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.1K+ 2.05% |
$46.7K - $51.4K
|
55K
$2.51M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1.04K+ 10.8% |
$43.8K - $48.3K
|
10.6K
$485K
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
1.01K+ 0.84% |
$42.6K - $46.9K
|
120K
$5.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
959+ 0.09% |
$40.6K - $44.7K
|
1.12M
$51.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
896+ 1.2% |
$37.9K - $41.7K
|
75.6K
$3.45M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
895+ 7.02% |
$37.9K - $41.7K
|
13.6K
$623K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
865New |
$36.6K - $40.3K
|
865
$39.5K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
855+ 132.97% |
$36.2K - $39.8K
|
1.5K
$68.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
850+ 1.24% |
$36K - $39.6K
|
69.1K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
817+ 8.46% |
$34.6K - $38.1K
|
10.5K
$478K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
808New |
$34.2K - $37.6K
|
808
$36.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
799+ 2.63% |
$33.8K - $37.2K
|
31.2K
$1.42M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
761+ 2.97% |
$32.2K - $35.5K
|
26.4K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
737+ 12.89% |
$31.2K - $34.3K
|
6.46K
$295K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
667+ 7.78% |
$28.2K - $31.1K
|
9.24K
$422K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
620+ 5.59% |
$26.2K - $28.9K
|
11.7K
$535K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
619New |
$26.2K - $28.8K
|
619
$28.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
580+ 15.34% |
$24.5K - $27K
|
4.36K
$199K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
572New |
$24.2K - $26.6K
|
572
$26.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
548+ 1.75% |
$23.2K - $25.5K
|
31.9K
$1.45M
|