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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-11.7KClosed |
$581K - $618K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.2KClosed |
$606K - $645K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-12.3KClosed |
$608K - $646K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.3K- 2.39% |
$611K - $650K
|
503K
$23M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-13.1K- 16.95% |
$649K - $690K
|
64.2K
$2.94M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-13.4K- 6.79% |
$665K - $707K
|
184K
$8.44M
|
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-13.5K- 98.94% |
$667K - $709K
|
144
$6.6K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
SELL
|
- |
-13.6KClosed |
$675K - $718K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-13.8K- 24.41% |
$683K - $726K
|
42.7K
$1.96M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-14.3KClosed |
$707K - $752K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-14.6K- 11.43% |
$725K - $770K
|
113K
$5.19M
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-15.5K- 19.17% |
$767K - $816K
|
65.3K
$2.99M
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-15.6K- 79.75% |
$773K - $821K
|
3.96K
$182K
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-15.6K- 67.58% |
$775K - $823K
|
7.5K
$344K
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-15.8K- 44.25% |
$782K - $831K
|
19.9K
$911K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-16.3KClosed |
$806K - $857K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-18.2K- 66.97% |
$902K - $959K
|
8.98K
$412K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-18.5K- 4.07% |
$916K - $974K
|
437K
$20M
|
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-20KClosed |
$990K - $1.05M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-20.6KClosed |
$1.02M - $1.09M
|
0
$0
|
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-21.2K- 39.17% |
$1.05M - $1.12M
|
33K
$1.51M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-21.5KClosed |
$1.06M - $1.13M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-22.1K- 27.56% |
$1.09M - $1.16M
|
58.1K
$2.66M
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-23.8K- 18.83% |
$1.18M - $1.25M
|
102K
$4.69M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24K- 7.03% |
$1.19M - $1.27M
|
318K
$14.6M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.1K- 1.11% |
$1.19M - $1.27M
|
2.14M
$98.2M
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-25.9K- 7.62% |
$1.28M - $1.37M
|
314K
$14.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-26.2K- 17.46% |
$1.3M - $1.38M
|
124K
$5.67M
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-26.6K- 10.23% |
$1.32M - $1.4M
|
233K
$10.7M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-27.5K- 2.51% |
$1.36M - $1.45M
|
1.07M
$49M
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-27.6KClosed |
$1.37M - $1.45M
|
0
$0
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-30.2K- 84.57% |
$1.5M - $1.59M
|
5.52K
$253K
|
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-30.7KClosed |
$1.52M - $1.62M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-31.9K- 13.48% |
$1.58M - $1.68M
|
205K
$9.37M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-32.5K- 8.49% |
$1.61M - $1.71M
|
350K
$16M
|
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-33.4K- 40.36% |
$1.65M - $1.76M
|
49.3K
$2.26M
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-34.1K- 70.48% |
$1.69M - $1.8M
|
14.3K
$655K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35.5K- 19.27% |
$1.76M - $1.87M
|
149K
$6.82M
|
|
|
May 06, 2022
Q1 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-35.7KClosed |
$1.77M - $1.88M
|
0
$0
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-36.7K- 78.91% |
$1.82M - $1.93M
|
9.81K
$450K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-39.7K- 7.95% |
$1.96M - $2.09M
|
459K
$21.1M
|
|
|
Apr 28, 2022
Q1 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-45.7KClosed |
$2.26M - $2.4M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-46.8K- 80.52% |
$2.32M - $2.47M
|
11.3K
$519K
|
|
|
Apr 18, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-49K- 67.43% |
$2.43M - $2.58M
|
23.7K
$1.08M
|
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-50.2K- 30.53% |
$2.49M - $2.65M
|
114K
$5.24M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-51.5KClosed |
$2.55M - $2.71M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-53.6K- 1.92% |
$2.65M - $2.82M
|
2.73M
$125M
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-55.5KClosed |
$2.75M - $2.92M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-59.4K- 5.65% |
$2.94M - $3.13M
|
992K
$45.5M
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-64.9K- 89.84% |
$3.22M - $3.42M
|
7.34K
$336K
|