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 |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-248- 1.08% |
$10.5K - $11.6K
|
22.7K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-258- 2.53% |
$10.9K - $12K
|
9.94K
$455K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-265- 0.34% |
$11.2K - $12.3K
|
77.2K
$3.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-270- 18.89% |
$11.4K - $12.6K
|
1.16K
$53K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-285- 2.02% |
$12.1K - $13.3K
|
13.8K
$632K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-321- 3.09% |
$13.6K - $15K
|
10.1K
$460K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-340- 5.57% |
$14.4K - $15.8K
|
5.76K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-353- 6.95% |
$14.9K - $16.4K
|
4.73K
$216K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-354- 3.74% |
$15K - $16.5K
|
9.11K
$417K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-405- 95.29% |
$17.1K - $18.9K
|
20
$915
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-450- 23.35% |
$19K - $21K
|
1.48K
$67.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-474- 10.57% |
$20.1K - $22.1K
|
4.01K
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-516- 1.36% |
$21.8K - $24K
|
37.5K
$1.72M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-517- 0.97% |
$21.9K - $24.1K
|
52.8K
$2.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-536- 4.93% |
$22.7K - $25K
|
10.3K
$473K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-550- 0.27% |
$23.3K - $25.6K
|
206K
$9.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-563- 1.73% |
$23.8K - $26.2K
|
32.1K
$1.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-622- 3.6% |
$26.3K - $29K
|
16.7K
$763K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-660- 10.66% |
$27.9K - $30.7K
|
5.53K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-735- 34.33% |
$31.1K - $34.2K
|
1.41K
$64.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-736- 0.02% |
$31.1K - $34.3K
|
4.9M
$224M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-792- 18.48% |
$33.5K - $36.9K
|
3.49K
$160K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-800- 10.13% |
$33.8K - $37.3K
|
7.1K
$325K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-857- 9.11% |
$36.3K - $39.9K
|
8.55K
$391K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-887- 3.26% |
$37.5K - $41.3K
|
26.4K
$1.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-905- 9.28% |
$38.3K - $42.2K
|
8.85K
$405K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-944- 9.96% |
$39.9K - $44K
|
8.53K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-947- 68.67% |
$40.1K - $44.1K
|
432
$19.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-952- 4.28% |
$40.3K - $44.4K
|
21.3K
$974K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-961- 5.54% |
$40.7K - $44.8K
|
16.4K
$750K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-990- 65.22% |
$41.9K - $46.1K
|
528
$24.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-993- 3.12% |
$42K - $46.3K
|
30.8K
$1.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-998- 3.38% |
$42.2K - $46.5K
|
28.6K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.01K- 15.84% |
$42.5K - $46.8K
|
5.34K
$244K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.01K- 0.74% |
$42.8K - $47.1K
|
135K
$6.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.01K- 53.03% |
$42.9K - $47.2K
|
898
$41.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.05K- 6.59% |
$44.4K - $48.9K
|
14.9K
$681K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.17K- 4.29% |
$49.4K - $54.4K
|
26K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.19K- 9.09% |
$50.3K - $55.3K
|
11.9K
$544K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.21K- 13.97% |
$51.2K - $56.4K
|
7.45K
$341K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.25K- 4.1% |
$52.8K - $58.2K
|
29.2K
$1.34M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.25K- 4.71% |
$52.9K - $58.2K
|
25.3K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-1.31K- 3.95% |
$55.5K - $61.1K
|
31.9K
$1.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.35K- 73.03% |
$56.9K - $62.7K
|
497
$22.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.36K- 9.82% |
$57.5K - $63.4K
|
12.5K
$571K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.39K- 1.02% |
$58.6K - $64.5K
|
134K
$6.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.42K- 0.89% |
$60.2K - $66.3K
|
158K
$7.23M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.51K- 7.7% |
$64K - $70.4K
|
18.1K
$830K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.54K- 11.48% |
$64.9K - $71.5K
|
11.8K
$542K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.54K- 16.74% |
$65.3K - $71.9K
|
7.68K
$351K
|