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 |
|---|---|---|---|---|---|---|---|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
SELL
|
- |
-1.04K- 1.38% |
$46.8K - $49.1K
|
74.3K
$3.38M
|
|
|
May 12, 2023
Q1 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-1.08K- 1.91% |
$48.5K - $51K
|
55.1K
$2.51M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.11K- 12.78% |
$50.2K - $52.7K
|
7.59K
$346K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.14K- 8.69% |
$51.5K - $54K
|
12K
$546K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.15K- 5.74% |
$52.1K - $54.7K
|
18.9K
$862K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 15.29% |
$53.3K - $55.9K
|
6.54K
$298K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.25K- 4.58% |
$56.4K - $59.2K
|
26K
$1.19M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.34K- 14.97% |
$60.3K - $63.3K
|
7.59K
$346K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.38K- 6.63% |
$62.3K - $65.4K
|
19.4K
$886K
|
|
|
May 08, 2023
Q1 2023
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-1.45K- 3.67% |
$65.5K - $68.7K
|
38.1K
$1.74M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.47K- 10.18% |
$66.2K - $69.5K
|
12.9K
$589K
|
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.5K- 1.79% |
$67.8K - $71.3K
|
82.5K
$3.76M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.54K- 95.78% |
$69.7K - $73.2K
|
68
$3.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.6K- 22.48% |
$72.4K - $76K
|
5.53K
$252K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.62K- 7.5% |
$73K - $76.7K
|
19.9K
$908K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.62K- 4.76% |
$73.1K - $76.8K
|
32.4K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.7K- 17.8% |
$76.9K - $80.8K
|
7.87K
$358K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.83K- 26.83% |
$82.4K - $86.6K
|
4.98K
$227K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.84K- 1.57% |
$83K - $87.1K
|
115K
$5.24M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.84K- 95.63% |
$83.1K - $87.2K
|
84
$3.83K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.88K- 11.88% |
$84.7K - $89K
|
13.9K
$634K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.91K- 95.35% |
$86.1K - $90.4K
|
93
$4.24K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.96K- 5.05% |
$88.4K - $92.9K
|
36.8K
$1.68M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-2.08K- 4.05% |
$93.7K - $98.4K
|
49.2K
$2.24M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-2.14K- 1.76% |
$96.5K - $101K
|
119K
$5.43M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.23K- 12.95% |
$101K - $106K
|
15K
$684K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.33K- 14.74% |
$105K - $111K
|
13.5K
$614K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.34K- 1.68% |
$106K - $111K
|
137K
$6.23M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.49K- 2.11% |
$112K - $118K
|
116K
$5.27M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.6K- 35.52% |
$117K - $123K
|
4.73K
$215K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-2.61K- 7.96% |
$118K - $124K
|
30.2K
$1.37M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.68K- 13.88% |
$121K - $127K
|
16.6K
$758K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.83K- 20.1% |
$128K - $134K
|
11.2K
$512K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.88K- 1.91% |
$130K - $136K
|
147K
$6.71M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.96K- 34.4% |
$134K - $140K
|
5.64K
$257K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.1K- 1.55% |
$140K - $147K
|
197K
$8.98M
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-3.13K- 6.91% |
$141K - $148K
|
42.2K
$1.92M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.16K- 3.97% |
$142K - $150K
|
76.4K
$3.48M
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-3.18K- 13.68% |
$143K - $151K
|
20K
$913K
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
SELL
|
- |
-3.24K- 11.6% |
$146K - $153K
|
24.6K
$1.12M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.3K- 7.92% |
$149K - $156K
|
38.3K
$1.75M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-3.32K- 0.96% |
$150K - $158K
|
345K
$15.7M
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.34K- 4.97% |
$151K - $158K
|
63.9K
$2.91M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.38K- 5.7% |
$152K - $160K
|
55.8K
$2.54M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.45K- 29.49% |
$156K - $164K
|
8.26K
$376K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-3.55K- 25.69% |
$160K - $168K
|
10.3K
$468K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.6K- 10.92% |
$162K - $171K
|
29.3K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.75K- 23.28% |
$169K - $178K
|
12.4K
$563K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.89K- 1.38% |
$175K - $184K
|
279K
$12.7M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.97K- 40.02% |
$179K - $188K
|
5.95K
$271K
|