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
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
27+ 0.17% |
$1.14K - $1.26K
|
15.8K
$724K
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
26+ 19.85% |
$1.1K - $1.21K
|
157
$7.19K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
25New |
$1.06K - $1.16K
|
25
$1.14K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
24New |
$1.02K - $1.12K
|
24
$1.1K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
24New |
$1.02K - $1.12K
|
24
$1.1K
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
20New |
$846 - $932
|
20
$915
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
19+ 0.18% |
$804 - $885
|
10.3K
$472K
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
19+ 5.11% |
$804 - $885
|
391
$17.9K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
18+ 13.04% |
$761 - $839
|
156
$7.14K
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
18+ 12.24% |
$761 - $839
|
165
$7.55K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
15+ 0.3% |
$635 - $699
|
5.02K
$230K
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
11New |
$465 - $512
|
11
$503
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10+ 0.55% |
$423 - $466
|
1.83K
$83.7K
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
8+ 0.01% |
$338 - $373
|
75.8K
$3.47M
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
8+ 0.72% |
$338 - $373
|
1.13K
$51.5K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6+ 1.22% |
$254 - $280
|
496
$22.7K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.22% |
$212 - $233
|
2.25K
$103K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 1.55% |
$127 - $140
|
197
$9.02K
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 1.49% |
$127 - $140
|
204
$9.34K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 1.79% |
$42.3 - $46.6
|
57
$2.61K
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.01% |
$42.3 - $46.6
|
11.2K
$513K
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 8.33% |
$42.3 - $46.6
|
11
$503
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3- 4.29% |
$127 - $140
|
67
$3.07K
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-10- 23.81% |
$423 - $466
|
32
$1.46K
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-25- 0.29% |
$1.06K - $1.16K
|
8.56K
$392K
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-35- 11.18% |
$1.48K - $1.63K
|
278
$12.7K
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-39- 13.27% |
$1.65K - $1.82K
|
255
$11.7K
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-42- 1.16% |
$1.78K - $1.96K
|
3.57K
$163K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-48- 54.55% |
$2.03K - $2.24K
|
40
$1.83K
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-51- 0.48% |
$2.16K - $2.38K
|
10.6K
$487K
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-56- 2.46% |
$2.37K - $2.61K
|
2.22K
$101K
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-60- 0.19% |
$2.54K - $2.8K
|
31.3K
$1.43M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-74- 24.75% |
$3.13K - $3.45K
|
225
$10.3K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-77- 98.72% |
$3.26K - $3.59K
|
1
$45.8
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-100- 8.83% |
$4.23K - $4.66K
|
1.03K
$47.2K
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-103- 0.1% |
$4.36K - $4.8K
|
107K
$4.91M
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-107- 19.35% |
$4.53K - $4.99K
|
446
$20.4K
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-107- 68.15% |
$4.53K - $4.99K
|
50
$2.29K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-129- 0.19% |
$5.46K - $6.01K
|
68.4K
$3.13M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-137- 2.57% |
$5.8K - $6.38K
|
5.2K
$238K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-148- 90.8% |
$6.26K - $6.9K
|
15
$687
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-148- 3.67% |
$6.26K - $6.9K
|
3.88K
$178K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-156- 1.1% |
$6.6K - $7.27K
|
14K
$640K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-163- 4.46% |
$6.89K - $7.59K
|
3.5K
$160K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-183- 98.92% |
$7.74K - $8.53K
|
2
$91.5
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-186- 0.81% |
$7.87K - $8.67K
|
22.8K
$1.04M
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-190- 1.97% |
$8.04K - $8.85K
|
9.47K
$434K
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-200- 2.83% |
$8.46K - $9.32K
|
6.86K
$314K
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-233- 25.13% |
$9.86K - $10.9K
|
694
$31.8K
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-236- 3.92% |
$9.98K - $11K
|
5.78K
$264K
|