Purchases and Sales Made in Q1 2022 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.34M+ 28.64% |
$116M - $123M
|
10.5M
$481M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.5M+ 2.09% |
$74.2M - $78.9M
|
73.2M
$3.36B
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.03M+ 105.26% |
$51M - $54.2M
|
2.01M
$92M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
569K+ 9.81% |
$28.2M - $30M
|
6.37M
$292M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
469K+ 396.89% |
$23.2M - $24.7M
|
587K
$26.9M
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
436KNew |
$21.6M - $22.9M
|
436K
$20M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
414KNew |
$20.5M - $21.8M
|
414K
$19M
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
398KNew |
$19.7M - $20.9M
|
398K
$18.2M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
369K+ 912.16% |
$18.3M - $19.4M
|
409K
$18.7M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
322K+ 27.09% |
$15.9M - $17M
|
1.51M
$69.2M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
248K+ 1.27% |
$12.3M - $13.1M
|
19.8M
$905M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
232K+ 3.91% |
$11.5M - $12.2M
|
6.16M
$282M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
222KNew |
$11M - $11.7M
|
222K
$10.2M
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
194KNew |
$9.59M - $10.2M
|
194K
$8.87M
|
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
178KNew |
$8.8M - $9.36M
|
178K
$8.14M
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
176KNew |
$8.7M - $9.25M
|
176K
$8.04M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
151K+ 3.35% |
$7.47M - $7.95M
|
4.65M
$213M
|
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
123KNew |
$6.11M - $6.5M
|
123K
$5.65M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
121KNew |
$5.97M - $6.35M
|
121K
$5.53M
|
|
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
120KNew |
$5.96M - $6.34M
|
120K
$5.52M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
97.9K+ 21.45% |
$4.85M - $5.15M
|
554K
$25.4M
|
|
|
May 10, 2022
Q1 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
86.6KNew |
$4.29M - $4.56M
|
86.6K
$3.97M
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
80.3K+ 749.13% |
$3.98M - $4.23M
|
91K
$4.17M
|
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
76.1KNew |
$3.77M - $4.01M
|
76.1K
$3.49M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
74K+ 11.72% |
$3.66M - $3.89M
|
705K
$32.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
71.9K+ 17.73% |
$3.56M - $3.79M
|
478K
$21.9M
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
71.9KNew |
$3.56M - $3.79M
|
71.9K
$3.29M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
71.8K+ 46.56% |
$3.56M - $3.78M
|
226K
$10.4M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
64.9KNew |
$3.21M - $3.42M
|
64.9K
$2.97M
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
62.9K+ 1256.9% |
$3.11M - $3.31M
|
67.9K
$3.11M
|
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
62K+ 6.87% |
$3.07M - $3.27M
|
965K
$44.2M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
56.5KNew |
$2.8M - $2.97M
|
56.5K
$2.59M
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
BUY
|
- |
56.2KNew |
$2.78M - $2.96M
|
56.2K
$2.58M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
49.5K+ 29.69% |
$2.45M - $2.6M
|
216K
$9.9M
|
|
|
Apr 13, 2022
Q1 2022
|
Parkside Advisors LLC
|
BUY
|
- |
49K+ 16.5% |
$2.43M - $2.58M
|
346K
$15.9M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
48K+ 6.11% |
$2.38M - $2.53M
|
833K
$38.2M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
48K+ 6.11% |
$2.38M - $2.53M
|
833K
$38.2M
|
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
47.3KNew |
$2.34M - $2.49M
|
47.3K
$2.17M
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
43.8K+ 37.4% |
$2.17M - $2.3M
|
161K
$7.36M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
40.5KNew |
$2M - $2.13M
|
40.5K
$1.85M
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
40.1K+ 73.45% |
$1.99M - $2.11M
|
94.8K
$4.34M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
39.3K+ 10.23% |
$1.95M - $2.07M
|
424K
$19.4M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
39.3K+ 14.89% |
$1.94M - $2.07M
|
303K
$13.9M
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
38.8K+ 9.66% |
$1.92M - $2.04M
|
440K
$20.2M
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
33.8K+ 13.36% |
$1.67M - $1.78M
|
287K
$13.1M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
31KNew |
$1.54M - $1.63M
|
31K
$1.42M
|
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
30.8KNew |
$1.53M - $1.62M
|
30.8K
$1.41M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.7K+ 0.91% |
$1.52M - $1.62M
|
3.41M
$156M
|
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
29.4K+ 9.25% |
$1.46M - $1.55M
|
347K
$15.9M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
28.9K+ 11.44% |
$1.43M - $1.52M
|
282K
$12.9M
|