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 04, 2022
Q1 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
8.56K+ 4.77% |
$424K - $451K
|
188K
$8.62M
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
8.48KNew |
$420K - $447K
|
8.48K
$389K
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8.39K+ 70.4% |
$415K - $442K
|
20.3K
$930K
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
8.32K+ 20.33% |
$412K - $438K
|
49.2K
$2.26M
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
8.12K+ 6.52% |
$402K - $428K
|
133K
$6.08M
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.98K+ 34.62% |
$395K - $420K
|
31K
$1.42M
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
7.93KNew |
$393K - $418K
|
7.93K
$363K
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.91KNew |
$392K - $416K
|
7.91K
$362K
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.44K+ 126.82% |
$369K - $392K
|
13.3K
$610K
|
|
Aug 26, 2024
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
7.43K+ 48.57% |
$368K - $391K
|
22.7K
$1.04M
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
BUY
|
- |
7.22K+ 46.95% |
$357K - $380K
|
22.6K
$1.03M
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
7.12KNew |
$353K - $375K
|
7.12K
$326K
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
6.79K+ 69.05% |
$336K - $358K
|
16.6K
$762K
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.64KNew |
$329K - $350K
|
6.64K
$304K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
6.54K+ 49.71% |
$324K - $344K
|
19.7K
$902K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.5K+ 12.21% |
$322K - $342K
|
59.7K
$2.74M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.93K+ 88.4% |
$294K - $312K
|
12.6K
$579K
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
5.39K+ 119.32% |
$267K - $284K
|
9.9K
$454K
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
5.35KNew |
$265K - $282K
|
5.35K
$245K
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.13K+ 3.07% |
$254K - $270K
|
172K
$7.89M
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.05KNew |
$250K - $266K
|
5.05K
$231K
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.01KNew |
$248K - $264K
|
5.01K
$229K
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.88K+ 2.8% |
$242K - $257K
|
179K
$8.22M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.73KNew |
$234K - $249K
|
4.73K
$217K
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.69KNew |
$232K - $247K
|
4.69K
$215K
|
|
May 02, 2022
Q1 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
4.65K+ 4.38% |
$230K - $245K
|
111K
$5.08M
|
|
Apr 11, 2022
Q1 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
4.64K+ 5.07% |
$230K - $245K
|
96.3K
$4.41M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.57K+ 251.21% |
$226K - $241K
|
6.39K
$293K
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
4.57K+ 1.06% |
$226K - $240K
|
434K
$19.9M
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
4.45K+ 16.19% |
$221K - $234K
|
32K
$1.46M
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
4.26KNew |
$211K - $224K
|
4.26K
$195K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.02KNew |
$199K - $212K
|
4.02K
$184K
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
3.99KNew |
$198K - $210K
|
3.99K
$183K
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.84K+ 27.28% |
$190K - $202K
|
17.9K
$821K
|
|
Apr 21, 2022
Q1 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
3.83K+ 93.88% |
$190K - $202K
|
7.92K
$363K
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.68K+ 86.74% |
$182K - $194K
|
7.92K
$363K
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.66K+ 768.13% |
$181K - $193K
|
4.14K
$190K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.66KNew |
$181K - $193K
|
3.66K
$168K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.54KNew |
$175K - $187K
|
3.54K
$162K
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.18K+ 13.65% |
$157K - $167K
|
26.5K
$1.21M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.07K+ 23.6% |
$152K - $162K
|
16.1K
$736K
|
|
May 12, 2022
Q1 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.01K+ 13.05% |
$149K - $159K
|
26.1K
$1.2M
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
3.01K+ 22.4% |
$149K - $158K
|
16.4K
$753K
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.9K+ 52.42% |
$144K - $153K
|
8.43K
$386K
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.76KNew |
$137K - $145K
|
2.76K
$126K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.74K+ 23.99% |
$136K - $144K
|
14.2K
$649K
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
2.68K+ 25.36% |
$132K - $141K
|
13.2K
$606K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.67K+ 0.46% |
$132K - $141K
|
579K
$26.5M
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.49K+ 1.7% |
$123K - $131K
|
150K
$6.85M
|
|
Apr 18, 2022
Q1 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.43K+ 0.66% |
$120K - $128K
|
369K
$16.9M
|