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 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-151Closed |
$7.48K - $7.95K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-153- 44.87% |
$7.58K - $8.06K
|
188
$8.53K
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-158- 3.11% |
$7.83K - $8.32K
|
4.92K
$223K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-161- 2.97% |
$7.97K - $8.48K
|
5.26K
$239K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-171Closed |
$8.47K - $9K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-187- 3.0% |
$9.26K - $9.85K
|
6.04K
$274K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-199Closed |
$9.86K - $10.5K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-206- 22.59% |
$10.2K - $10.8K
|
706
$32K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-234- 17.06% |
$11.6K - $12.3K
|
1.14K
$51.6K
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-235Closed |
$11.6K - $12.4K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-270Closed |
$13.4K - $14.2K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-271- 1.01% |
$13.4K - $14.3K
|
26.5K
$1.2M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-287- 4.78% |
$14.2K - $15.1K
|
5.72K
$259K
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-291- 2.38% |
$14.4K - $15.3K
|
11.9K
$541K
|
|
Apr 28, 2022
Q1 2022
|
Tran Capital Management, L.P.
|
SELL
|
- |
-301- 1.04% |
$14.9K - $15.9K
|
28.8K
$1.31M
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-324- 1.86% |
$16K - $17.1K
|
17.1K
$777K
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-334Closed |
$16.5K - $17.6K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-341- 3.08% |
$16.9K - $18K
|
10.7K
$486K
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-342- 3.68% |
$16.9K - $18K
|
8.96K
$407K
|
|
Apr 21, 2022
Q1 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-357- 3.68% |
$17.7K - $18.8K
|
9.34K
$424K
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-363- 7.41% |
$18K - $19.1K
|
4.53K
$206K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-382Closed |
$18.9K - $20.1K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-385- 2.99% |
$19.1K - $20.3K
|
12.5K
$567K
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-451- 4.59% |
$22.3K - $23.7K
|
9.38K
$426K
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-451- 4.59% |
$22.3K - $23.7K
|
9.38K
$426K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-453- 0.28% |
$22.4K - $23.9K
|
160K
$7.26M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-472- 2.77% |
$23.4K - $24.9K
|
16.5K
$750K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-473- 15.29% |
$23.4K - $24.9K
|
2.62K
$119K
|
|
May 10, 2022
Q1 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-490- 5.51% |
$24.3K - $25.8K
|
8.41K
$381K
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-518- 7.92% |
$25.7K - $27.3K
|
6.02K
$273K
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-519- 3.74% |
$25.7K - $27.3K
|
13.4K
$606K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-531- 51.86% |
$26.3K - $28K
|
493
$22.4K
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-536Closed |
$26.5K - $28.2K
|
0
$0
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-550- 5.66% |
$27.2K - $29K
|
9.16K
$416K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-561- 5.65% |
$27.8K - $29.5K
|
9.36K
$425K
|
|
May 04, 2022
Q1 2022
|
Emfo, LLC
|
SELL
|
- |
-630Closed |
$31.2K - $33.2K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-641- 40.67% |
$31.7K - $33.8K
|
935
$42.4K
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-654- 43.03% |
$32.4K - $34.4K
|
866
$39.3K
|
|
May 13, 2022
Q1 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-675- 10.86% |
$33.4K - $35.5K
|
5.54K
$251K
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-677- 4.97% |
$33.5K - $35.7K
|
13K
$588K
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-724- 6.59% |
$35.9K - $38.1K
|
10.3K
$465K
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-754- 23.65% |
$37.3K - $39.7K
|
2.43K
$110K
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-765- 8.65% |
$37.9K - $40.3K
|
8.08K
$367K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-778- 34.61% |
$38.5K - $41K
|
1.47K
$66.7K
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-800- 8.97% |
$39.6K - $42.1K
|
8.12K
$368K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-860- 53.28% |
$42.6K - $45.3K
|
754
$34.2K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-900Closed |
$44.6K - $47.4K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-915- 22.54% |
$45.3K - $48.2K
|
3.15K
$143K
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-962- 13.09% |
$47.6K - $50.7K
|
6.39K
$290K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-975- 33.39% |
$48.3K - $51.3K
|
1.95K
$88.2K
|