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
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
5.1K
+ 17.97%
$230K - $242K
33.5K $1.52M
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
5.03K
New
$227K - $238K
5.03K $229K
Apr 20, 2023 Q1 2023
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
5.02K
+ 7.79%
$226K - $238K
69.4K $3.16M
May 10, 2023 Q1 2023
Ascent Group, LLC

BUY
 -
4.9K
+ 10.3%
$221K - $232K
52.4K $2.39M
May 17, 2023 Q1 2023
Pacific Financial Group Inc

BUY
 -
4.89K
New
$221K - $232K
4.89K $223K
Apr 24, 2023 Q1 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
4.87K
New
$220K - $231K
4.87K $222K
May 04, 2023 Q1 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
4.84K
+ 8.17%
$218K - $229K
64.1K $2.92M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
4.77K
+ 24.55%
$215K - $226K
24.2K $1.1M
May 15, 2023 Q1 2023
Coldstream Capital Management Inc

BUY
 -
4.76K
New
$215K - $226K
4.76K $217K
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
4.58K
New
$207K - $217K
4.58K $208K
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
4.27K
+ 71.62%
$193K - $202K
10.2K $466K
May 08, 2023 Q1 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
4.22K
+ 3.42%
$191K - $200K
128K $5.82M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
4.18K
+ 8.72%
$189K - $198K
52.1K $2.37M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
4.12K
+ 83.64%
$186K - $195K
9.04K $412K
May 01, 2023 Q1 2023
Parker Financial LLC

Silverdale, WA
BUY
 -
3.91K
+ 4.28%
$176K - $185K
95.3K $4.34M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
3.85K
+ 5.35%
$174K - $183K
75.9K $3.46M
Apr 17, 2023 Q1 2023
Manning & Napier Group, LLC

BUY
 -
3.85K
+ 0.78%
$174K - $182K
494K $22.5M
May 10, 2023 Q1 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
3.82K
+ 19.49%
$173K - $181K
23.4K $1.07M
Apr 27, 2023 Q1 2023
Sea Bridge Investment Advisors LLC

BUY
 -
3.82K
+ 3.18%
$172K - $181K
124K $5.64M
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
3.72K
+ 82.11%
$168K - $177K
8.26K $376K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
3.68K
New
$166K - $174K
3.68K $167K
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
3.59K
+ 1.47%
$162K - $170K
248K $11.3M
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
3.57K
+ 32.22%
$161K - $169K
14.6K $667K
Apr 21, 2023 Q1 2023
Blb&B Advisors, LLC

BUY
 -
3.45K
+ 13.87%
$156K - $164K
28.3K $1.29M
May 11, 2023 Q1 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
3.39K
+ 12.01%
$153K - $161K
31.6K $1.44M
May 12, 2023 Q1 2023
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
3.35K
+ 18.97%
$151K - $159K
21K $956K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
3.3K
+ 23.01%
$149K - $156K
17.6K $803K
Apr 14, 2023 Q1 2023
Pinnacle Bancorp, Inc.

BUY
 -
3.29K
+ 320.06%
$148K - $156K
4.31K $197K
May 28, 2024 Q1 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
3.26K
+ 6.71%
$147K - $155K
51.9K $2.36M
Apr 25, 2023 Q1 2023
Leeward Financial Partners, LLC

BUY
 -
3.07K
+ 10.29%
$139K - $146K
32.9K $1.5M
May 15, 2023 Q1 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
3.04K
+ 217.27%
$137K - $144K
4.45K $202K
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
2.9K
New
$131K - $138K
2.9K $132K
May 02, 2023 Q1 2023
Graypoint LLC

BUY
 -
2.84K
+ 34.04%
$128K - $135K
11.2K $510K
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
2.42K
+ 19.73%
$109K - $115K
14.7K $668K
May 15, 2023 Q1 2023
Lake Street Advisors Group, LLC

BUY
 -
2.41K
+ 21.53%
$109K - $114K
13.6K $619K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
2.28K
+ 13.73%
$103K - $108K
18.9K $861K
May 09, 2023 Q1 2023
Sws Partners

BUY
 -
2.25K
+ 2.76%
$101K - $107K
83.6K $3.81M
Apr 11, 2023 Q1 2023
Telemus Capital, LLC

BUY
 -
2.06K
+ 16.28%
$93K - $97.7K
14.7K $670K
Apr 19, 2023 Q1 2023
Wt Wealth Management

BUY
 -
2.01K
+ 19.62%
$90.7K - $95.2K
12.3K $558K
Apr 19, 2023 Q1 2023
Old National Bancorp

BUY
 -
1.98K
+ 2.02%
$89.5K - $94K
100K $4.56M
May 03, 2023 Q1 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
1.93K
+ 1.68%
$87.1K - $91.5K
117K $5.33M
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
1.91K
+ 2050.54%
$86.1K - $90.4K
2K $91.1K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
1.89K
+ 18.73%
$85.5K - $89.7K
12K $547K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
1.78K
+ 804.07%
$80.2K - $84.2K
2K $91K
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
1.74K
+ 19.62%
$78.4K - $82.4K
10.6K $482K
Apr 10, 2023 Q1 2023
City State Bank

Norwalk, IA
BUY
 -
1.6K
+ 3.37%
$72.2K - $75.9K
49K $2.23M
Apr 20, 2023 Q1 2023
Clear Creek Financial Management, LLC

BUY
 -
1.42K
+ 1.83%
$64.3K - $67.5K
79.1K $3.6M
May 04, 2023 Q1 2023
Glassman Wealth Services

BUY
 -
1.41K
New
$63.6K - $66.8K
1.41K $64.1K
May 08, 2023 Q1 2023
Phillips Financial Management, LLC

BUY
 -
1.35K
+ 2.05%
$60.8K - $63.9K
67.2K $3.06M

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