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 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
10New |
$495 - $527
|
10
$454
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
9New |
$446 - $474
|
9
$408
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
9+ 0.19% |
$446 - $474
|
4.75K
$215K
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6+ 0.07% |
$297 - $316
|
8.53K
$387K
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6+ 1.45% |
$297 - $316
|
421
$19.1K
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 19.23% |
$248 - $263
|
31
$1.41K
|
|
Feb 13, 2024
Q1 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
5New |
$248 - $263
|
5
$227
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 25.0% |
$198 - $211
|
20
$907
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.26% |
$49.5 - $52.7
|
384
$17.4K
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$49.5 - $52.7
|
488
$22.1K
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$49.5 - $52.7
|
1.52K
$69K
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.01% |
$49.5 - $52.7
|
11.3K
$514K
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.09% |
$49.5 - $52.7
|
1.14K
$51.6K
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.05% |
$49.5 - $52.7
|
1.91K
$86.6K
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1- 0.02% |
$49.5 - $52.7
|
4.88K
$221K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 0.5% |
$49.5 - $52.7
|
198
$8.98K
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1Closed |
$49.5 - $52.7
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-5- 0.01% |
$248 - $263
|
45.5K
$2.07M
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-8- 42.11% |
$396 - $421
|
11
$499
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-9Closed |
$446 - $474
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-15- 0.26% |
$743 - $790
|
5.77K
$262K
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-17- 41.46% |
$842 - $895
|
24
$1.09K
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-21Closed |
$1.04K - $1.11K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-23Closed |
$1.14K - $1.21K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-30- 0.43% |
$1.49K - $1.58K
|
7.02K
$318K
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-32- 4.11% |
$1.58K - $1.69K
|
746
$33.8K
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-37- 13.31% |
$1.83K - $1.95K
|
241
$10.9K
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-37- 0.45% |
$1.83K - $1.95K
|
8.17K
$371K
|
|
May 16, 2022
Q1 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-40- 0.8% |
$1.98K - $2.11K
|
4.93K
$224K
|
|
May 12, 2022
Q1 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-41Closed |
$2.03K - $2.16K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-45- 24.59% |
$2.23K - $2.37K
|
138
$6.26K
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-48- 1.45% |
$2.38K - $2.53K
|
3.27K
$148K
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-53- 82.81% |
$2.63K - $2.79K
|
11
$499
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-57Closed |
$2.82K - $3K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-69- 36.7% |
$3.42K - $3.63K
|
119
$5.4K
|
|
May 03, 2022
Q1 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-73- 31.88% |
$3.62K - $3.84K
|
156
$7.08K
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-75- 0.29% |
$3.71K - $3.95K
|
25.6K
$1.16M
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-83- 1.77% |
$4.11K - $4.37K
|
4.6K
$209K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-88- 3.43% |
$4.36K - $4.63K
|
2.48K
$112K
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-94- 4.25% |
$4.66K - $4.95K
|
2.12K
$96.1K
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-94- 4.25% |
$4.66K - $4.95K
|
2.12K
$96.1K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-100- 2.14% |
$4.95K - $5.27K
|
4.58K
$208K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-103- 1.65% |
$5.1K - $5.42K
|
6.14K
$279K
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-122- 0.84% |
$6.04K - $6.42K
|
14.3K
$650K
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-132- 0.07% |
$6.54K - $6.95K
|
178K
$8.06M
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-135- 81.82% |
$6.69K - $7.11K
|
30
$1.36K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-137- 2.77% |
$6.79K - $7.21K
|
4.82K
$218K
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-143- 2.1% |
$7.08K - $7.53K
|
6.66K
$302K
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-144- 83.72% |
$7.13K - $7.58K
|
28
$1.27K
|