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 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
543+ 11.41% |
$23K - $25.3K
|
5.3K
$242K
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
BUY
|
- |
523+ 9.83% |
$22.1K - $24.4K
|
5.85K
$267K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
463+ 15.25% |
$19.6K - $21.6K
|
3.5K
$160K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
460+ 1.58% |
$19.5K - $21.4K
|
29.6K
$1.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
450New |
$19K - $21K
|
450
$20.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
419New |
$17.7K - $19.5K
|
419
$19.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
412+ 4.14% |
$17.4K - $19.2K
|
10.4K
$473K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
388+ 17.16% |
$16.4K - $18.1K
|
2.65K
$121K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
381+ 71.62% |
$16.1K - $17.8K
|
913
$41.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
377+ 22.83% |
$15.9K - $17.6K
|
2.03K
$92.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
366New |
$15.5K - $17.1K
|
366
$16.7K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
362+ 1.83% |
$15.3K - $16.9K
|
20.2K
$921K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
343New |
$14.5K - $16K
|
343
$15.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
308New |
$13K - $14.3K
|
308
$14.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
287+ 4.96% |
$12.1K - $13.4K
|
6.08K
$278K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
275New |
$11.6K - $12.8K
|
275
$12.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
262+ 44.63% |
$11.1K - $12.2K
|
849
$38.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
254New |
$10.7K - $11.8K
|
254
$11.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
248+ 2.4% |
$10.5K - $11.6K
|
10.6K
$483K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
244+ 0.31% |
$10.3K - $11.4K
|
79.1K
$3.61M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
234+ 0.28% |
$9.9K - $10.9K
|
82.5K
$3.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
199New |
$8.42K - $9.27K
|
199
$9.08K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
168+ 316.98% |
$7.11K - $7.83K
|
221
$10.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
160+ 2.59% |
$6.77K - $7.45K
|
6.35K
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
156New |
$6.6K - $7.27K
|
156
$7.12K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
155+ 0.2% |
$6.56K - $7.22K
|
79.6K
$3.63M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
146New |
$6.18K - $6.8K
|
146
$6.66K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
145New |
$6.13K - $6.76K
|
145
$6.62K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
135+ 1.5% |
$5.71K - $6.29K
|
9.13K
$417K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
134+ 3.92% |
$5.67K - $6.24K
|
3.55K
$162K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
132+ 1.84% |
$5.58K - $6.15K
|
7.29K
$333K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
132+ 2.06% |
$5.58K - $6.15K
|
6.53K
$298K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
131New |
$5.54K - $6.1K
|
131
$5.98K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
126+ 3.03% |
$5.33K - $5.87K
|
4.29K
$196K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
119+ 1.14% |
$5.03K - $5.54K
|
10.5K
$481K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
118New |
$4.99K - $5.5K
|
118
$5.39K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
116+ 1.7% |
$4.91K - $5.4K
|
6.95K
$317K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
98New |
$4.15K - $4.57K
|
98
$4.47K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
97New |
$4.1K - $4.52K
|
97
$4.43K
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
76+ 1.04% |
$3.21K - $3.54K
|
7.37K
$336K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
65+ 5.43% |
$2.75K - $3.03K
|
1.26K
$57.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
62New |
$2.62K - $2.89K
|
62
$2.83K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
57New |
$2.41K - $2.66K
|
57
$2.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
54New |
$2.28K - $2.52K
|
54
$2.47K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
51+ 66.23% |
$2.16K - $2.38K
|
128
$5.84K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
46+ 4.82% |
$1.95K - $2.14K
|
1K
$45.7K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
40New |
$1.69K - $1.86K
|
40
$1.83K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
31New |
$1.31K - $1.44K
|
31
$1.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
30+ 0.87% |
$1.27K - $1.4K
|
3.48K
$159K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
29+ 5.23% |
$1.23K - $1.35K
|
583
$26.6K
|