Purchases and Sales Made in Q1 2023 in Vanguard Mortg Backed Sec ETF (VMBS)

VMBS Quotes by TradingView

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 18, 2023 Q1 2023
First Hawaiian Bank

BUY
 -
37.5K
New
$1.69M - $1.78M
37.5K $1.71M
Apr 27, 2023 Q1 2023
Simplicity Wealth,Llc

BUY
 -
36.9K
+ 28.17%
$1.67M - $1.75M
168K $7.65M
Apr 14, 2023 Q1 2023
Sensible Financial Planning & Management, Llc.

BUY
 -
35.9K
+ 52.64%
$1.62M - $1.7M
104K $4.75M
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
34K
+ 3.35%
$1.54M - $1.61M
1.05M $47.8M
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
33.7K
+ 10.65%
$1.52M - $1.6M
350K $16M
May 15, 2023 Q1 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
32.7K
+ 39.57%
$1.48M - $1.55M
115K $5.26M
May 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
32.3K
+ 187.18%
$1.46M - $1.53M
49.5K $2.26M
May 05, 2023 Q1 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
32.2K
+ 142.43%
$1.46M - $1.53M
54.9K $2.5M
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
31.4K
+ 203.65%
$1.42M - $1.49M
46.8K $2.13M
Apr 07, 2023 Q1 2023
Quantum Financial Advisors, LLC

Manhattan Beach, CA
BUY
 -
29.5K
+ 20.38%
$1.33M - $1.4M
174K $7.94M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
25.8K
+ 5.24%
$1.17M - $1.22M
518K $23.6M
May 04, 2023 Q1 2023
Efg Asset Management (Americas) Corp.

BUY
 -
25.5K
+ 71.34%
$1.15M - $1.21M
61.2K $2.79M
May 11, 2023 Q1 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
25.1K
+ 0.83%
$1.13M - $1.19M
3.05M $139M
May 09, 2023 Q1 2023
Hilltop Partners LLC

Mishawaka, IN
BUY
 -
25.1K
+ 147.75%
$1.13M - $1.19M
42.1K $1.92M
May 12, 2023 Q1 2023
Old Mission Capital LLC

BUY
 -
24K
New
$1.08M - $1.14M
24K $1.09M
May 12, 2023 Q1 2023
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
22.3K
New
$1.01M - $1.06M
22.3K $1.02M
May 15, 2023 Q1 2023
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
22K
+ 1.85%
$994K - $1.04M
1.21M $55.1M
Apr 17, 2023 Q1 2023
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
22K
+ 12.52%
$993K - $1.04M
198K $9.01M
Apr 03, 2023 Q1 2023
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
21.9K
+ 53.87%
$990K - $1.04M
62.6K $2.85M
May 12, 2023 Q1 2023
Wavelength Capital Management, LLC

BUY
 -
21.7K
+ 14.48%
$980K - $1.03M
172K $7.81M
Apr 13, 2023 Q1 2023
Prosperity Planning, Inc.

BUY
 -
21.6K
+ 288.66%
$975K - $1.02M
29.1K $1.33M
May 12, 2023 Q1 2023
Sei Investments CO

Oaks, PA
BUY
 -
21.3K
+ 9.0%
$960K - $1.01M
258K $11.7M
Apr 14, 2023 Q1 2023
Bridge Advisory, LLC

BUY
 -
20.6K
+ 50.09%
$932K - $979K
61.9K $2.82M
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
20.4K
+ 3.81%
$920K - $967K
556K $25.3M
May 15, 2023 Q1 2023
True North Advisors, LLC

BUY
 -
20.4K
New
$919K - $965K
20.4K $927K
Apr 10, 2023 Q1 2023
Level Financial Advisors, Inc.

BUY
 -
20.1K
+ 19.96%
$908K - $953K
121K $5.51M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
19.3K
+ 29.65%
$870K - $914K
84.3K $3.84M
May 11, 2023 Q1 2023
Elequin Capital LP

New York, NY
BUY
 -
19.2K
+ 1573.02%
$868K - $912K
20.5K $932K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
19.2K
+ 4.95%
$868K - $912K
408K $18.6M
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
19.2K
+ 7.91%
$868K - $912K
262K $12M
Apr 14, 2023 Q1 2023
Arden Trust CO

BUY
 -
18.5K
New
$837K - $879K
18.5K $845K
Apr 06, 2023 Q1 2023
Bartlett & Co. LLC

BUY
 -
18.1K
+ 2.49%
$817K - $858K
745K $33.9M
Feb 14, 2024 Q1 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
18.1K
+ 2.49%
$817K - $858K
745K $33.9M
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
17.8K
+ 20.5%
$804K - $844K
105K $4.77M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
17.8K
+ 2.91%
$803K - $843K
628K $28.6M
May 12, 2023 Q1 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
17.3K
+ 1.73%
$780K - $820K
1.02M $46.3M
May 12, 2023 Q1 2023
Roger Wittlin Investment Advisory, LLC

BUY
 -
17.1K
+ 27.94%
$771K - $809K
78.2K $3.56M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
16.8K
+ 2.68%
$759K - $798K
645K $29.4M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
16.8K
+ 40.37%
$758K - $796K
58.4K $2.66M
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
16.8K
+ 11.73%
$757K - $795K
160K $7.28M
Apr 17, 2023 Q1 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
16.1K
+ 9.48%
$728K - $764K
186K $8.48M
Apr 24, 2023 Q1 2023
Windward Private Wealth Management Inc.

BUY
 -
16.1K
+ 3.98%
$725K - $762K
420K $19.1M
May 03, 2023 Q1 2023
Hamilton Capital, LLC

Columbus, OH
BUY
 -
16K
+ 16.49%
$722K - $758K
113K $5.15M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
15.9K
+ 101.02%
$716K - $751K
31.5K $1.44M
Apr 26, 2023 Q1 2023
Ht Partners LLC

BUY
 -
15.3K
+ 15.2%
$690K - $724K
116K $5.28M
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
15K
+ 8.52%
$677K - $711K
191K $8.7M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
14.9K
+ 1.19%
$675K - $708K
1.27M $57.7M
Apr 19, 2023 Q1 2023
Shufro Rose & CO LLC

BUY
 -
14.8K
New
$669K - $703K
14.8K $675K
Apr 13, 2023 Q1 2023
Ivc Wealth Advisors LLC

BUY
 -
14.8K
+ 55.8%
$667K - $701K
41.3K $1.88M

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