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 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
362+ 10.5% |
$17.9K - $19.1K
|
3.81K
$175K
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
343+ 0.39% |
$17K - $18.1K
|
88.7K
$4.07M
|
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
340+ 1.1% |
$16.8K - $17.9K
|
31.2K
$1.43M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
334+ 1.12% |
$16.5K - $17.6K
|
30.2K
$1.38M
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
330New |
$16.3K - $17.4K
|
330
$15.1K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
330+ 11.92% |
$16.3K - $17.4K
|
3.1K
$142K
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
326+ 2.64% |
$16.1K - $17.2K
|
12.7K
$580K
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
294+ 2.05% |
$14.6K - $15.5K
|
14.6K
$671K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
281+ 3.16% |
$13.9K - $14.8K
|
9.16K
$420K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
279+ 0.74% |
$13.8K - $14.7K
|
38.2K
$1.75M
|
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
258+ 4.65% |
$12.8K - $13.6K
|
5.8K
$266K
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
218+ 19.12% |
$10.8K - $11.5K
|
1.36K
$62.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
215+ 141.45% |
$10.6K - $11.3K
|
367
$16.8K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
210New |
$10.4K - $11.1K
|
210
$9.62K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
208+ 5.44% |
$10.3K - $11K
|
4.03K
$185K
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
BUY
|
- |
203+ 0.92% |
$10.1K - $10.7K
|
22.2K
$1.02M
|
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
192+ 9.72% |
$9.51K - $10.1K
|
2.17K
$99.3K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
186New |
$9.21K - $9.79K
|
186
$8.52K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
181+ 9050.0% |
$8.96K - $9.53K
|
183
$8.39K
|
|
|
Apr 28, 2022
Q1 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
158New |
$7.83K - $8.32K
|
158
$7.24K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
158+ 3.63% |
$7.83K - $8.32K
|
4.51K
$206K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
144New |
$7.13K - $7.58K
|
144
$6.6K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
133New |
$6.59K - $7K
|
133
$6.09K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
128New |
$6.34K - $6.74K
|
128
$5.86K
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
116+ 1.37% |
$5.75K - $6.11K
|
8.58K
$393K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
106+ 22.84% |
$5.25K - $5.58K
|
570
$26.1K
|
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
102New |
$5.05K - $5.37K
|
102
$4.67K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
101New |
$5K - $5.32K
|
101
$4.63K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
98+ 0.72% |
$4.85K - $5.16K
|
13.8K
$631K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
97+ 107.78% |
$4.8K - $5.11K
|
187
$8.57K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
82+ 72.57% |
$4.06K - $4.32K
|
195
$8.93K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
81+ 1.85% |
$4.01K - $4.27K
|
4.46K
$204K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
80+ 75.47% |
$3.96K - $4.21K
|
186
$8.52K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
70New |
$3.47K - $3.69K
|
70
$3.21K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
70+ 30.7% |
$3.47K - $3.69K
|
298
$13.7K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
70+ 93.33% |
$3.47K - $3.69K
|
145
$6.64K
|
|
|
Apr 26, 2022
Q1 2022
|
Chandler Asset Management, Inc.
|
BUY
|
- |
60+ 0.17% |
$2.97K - $3.16K
|
35.9K
$1.65M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
45+ 0.28% |
$2.23K - $2.37K
|
16.2K
$742K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
30+ 23.44% |
$1.49K - $1.58K
|
158
$7.24K
|
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
26New |
$1.29K - $1.37K
|
26
$1.19K
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.1% |
$1.24K - $1.32K
|
26K
$1.19M
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
22+ 18.97% |
$1.09K - $1.16K
|
138
$6.32K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
22New |
$1.09K - $1.16K
|
22
$1.01K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
20+ 25.64% |
$991 - $1.05K
|
98
$4.49K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
18+ 16.98% |
$892 - $948
|
124
$5.68K
|
|
|
May 16, 2022
Q1 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
18+ 0.25% |
$892 - $948
|
7.29K
$334K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18+ 3.87% |
$892 - $948
|
483
$22.1K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
17New |
$842 - $895
|
17
$779
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
16+ 10.96% |
$792 - $843
|
162
$7.42K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15+ 0.24% |
$743 - $790
|
6.32K
$289K
|