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 11, 2022
Q1 2022
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-1.03K- 1.82% |
$50.8K - $54K
|
55.3K
$2.53M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 18.64% |
$50.9K - $54.1K
|
4.49K
$206K
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.04K- 7.34% |
$51.4K - $54.7K
|
13.1K
$600K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.09K- 9.04% |
$54.1K - $57.5K
|
11K
$504K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.1K- 10.37% |
$54.3K - $57.7K
|
9.47K
$434K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.11K- 1.61% |
$55K - $58.5K
|
67.7K
$3.1M
|
|
May 05, 2022
Q1 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.12K- 12.06% |
$55.4K - $58.9K
|
8.16K
$374K
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.19KClosed |
$58.9K - $62.7K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.26K- 15.58% |
$62.5K - $66.4K
|
6.83K
$313K
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.34KClosed |
$66.2K - $70.4K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-1.35KClosed |
$66.9K - $71.1K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.47K- 14.05% |
$72.8K - $77.4K
|
8.99K
$412K
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.48K- 21.37% |
$73.2K - $77.8K
|
5.44K
$249K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.52K- 5.2% |
$75K - $79.8K
|
27.6K
$1.27M
|
|
May 02, 2022
Q1 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.6K- 6.6% |
$79.2K - $84.3K
|
22.6K
$1.04M
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.61K- 4.61% |
$79.9K - $84.9K
|
33.4K
$1.53M
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.62KClosed |
$80.3K - $85.4K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.64K- 10.13% |
$81.1K - $86.2K
|
14.5K
$666K
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.65K- 58.51% |
$81.7K - $86.9K
|
1.17K
$53.6K
|
|
May 12, 2022
Q1 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1.86K- 14.4% |
$92K - $97.8K
|
11K
$506K
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-1.88K- 15.84% |
$92.9K - $98.8K
|
9.97K
$457K
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.95K- 7.2% |
$96.7K - $103K
|
25.2K
$1.15M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.96K- 33.72% |
$96.9K - $103K
|
3.85K
$176K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.06K- 13.45% |
$102K - $109K
|
13.3K
$608K
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.15KClosed |
$107K - $113K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.22K- 2.59% |
$110K - $117K
|
83.7K
$3.83M
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.45K- 8.69% |
$121K - $129K
|
25.7K
$1.18M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.46KClosed |
$122K - $130K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-2.47K- 26.65% |
$122K - $130K
|
6.79K
$311K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.55K- 24.29% |
$126K - $134K
|
7.93K
$363K
|
|
May 16, 2022
Q1 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.55K- 3.92% |
$126K - $134K
|
62.4K
$2.86M
|
|
Oct 02, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.56KClosed |
$127K - $135K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.57K- 95.12% |
$127K - $135K
|
132
$6.05K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.7K- 15.73% |
$134K - $142K
|
14.5K
$664K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-2.96K- 53.1% |
$147K - $156K
|
2.62K
$120K
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.97K- 6.51% |
$147K - $156K
|
42.6K
$1.95M
|
|
May 13, 2022
Q1 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.09K- 4.99% |
$153K - $163K
|
58.8K
$2.69M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.18K- 17.49% |
$158K - $168K
|
15K
$688K
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.24K- 5.2% |
$160K - $171K
|
59K
$2.7M
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.3K- 6.25% |
$163K - $174K
|
49.5K
$2.27M
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.6K- 3.01% |
$178K - $189K
|
116K
$5.31M
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-3.88KClosed |
$192K - $204K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-3.9KClosed |
$193K - $205K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.92KClosed |
$194K - $206K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.97K- 1.31% |
$197K - $209K
|
298K
$13.7M
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-3.98KClosed |
$197K - $210K
|
0
$0
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.01K- 9.11% |
$199K - $211K
|
40K
$1.83M
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-4.01K- 21.54% |
$199K - $211K
|
14.6K
$670K
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.07KClosed |
$201K - $214K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.12K- 0.53% |
$204K - $217K
|
772K
$35.4M
|