Purchases and Sales Made in Q1 2023 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q1 2023. 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 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-54.1K- 24.07% |
$2.44M - $2.56M
|
171K
$7.77M
|
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-64.4K- 89.83% |
$2.91M - $3.05M
|
7.3K
$332K
|
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-72.2K- 68.54% |
$3.26M - $3.42M
|
33.1K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-74.3K- 93.73% |
$3.36M - $3.52M
|
4.97K
$226K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-81K- 18.05% |
$3.66M - $3.84M
|
368K
$16.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-87.7K- 22.74% |
$3.96M - $4.16M
|
298K
$13.6M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-99.4K- 5.7% |
$4.49M - $4.71M
|
1.65M
$74.9M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-140K- 89.66% |
$6.31M - $6.63M
|
16.1K
$734K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-140K- 89.66% |
$6.31M - $6.63M
|
16.1K
$734K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-173K- 52.56% |
$7.79M - $8.18M
|
156K
$7.1M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-272K- 79.34% |
$12.3M - $12.9M
|
70.7K
$3.22M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-296K- 99.1% |
$13.3M - $14M
|
2.7K
$123K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-406K- 6.7% |
$18.3M - $19.3M
|
5.66M
$258M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-473K- 92.76% |
$21.4M - $22.4M
|
36.9K
$1.68M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-657K- 26.41% |
$29.7M - $31.1M
|
1.83M
$83.4M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.62M- 6.71% |
$163M - $172M
|
50.3M
$2.29B
|