Purchases and Sales Made in Q2 2022 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
34.8M+ 47.49% |
$1.61B - $1.73B
|
108M
$4.95B
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
2.65M+ 41.61% |
$123M - $132M
|
9.03M
$414M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.63M+ 107.65% |
$75.2M - $81M
|
3.14M
$144M
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.02MNew |
$46.9M - $50.6M
|
1.02M
$46.5M
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
848KNew |
$39.2M - $42.3M
|
848K
$38.9M
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
567K+ 787.9% |
$26.2M - $28.2M
|
638K
$29.3M
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
526KNew |
$24.3M - $26.2M
|
526K
$24.1M
|
|
Aug 02, 2022
Q2 2022
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
416KNew |
$19.2M - $20.7M
|
416K
$19.1M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
391K+ 20.5% |
$18.1M - $19.5M
|
2.3M
$105M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
391K+ 20.5% |
$18.1M - $19.5M
|
2.3M
$105M
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
370K+ 92.97% |
$17.1M - $18.4M
|
768K
$35.2M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
237K+ 6.96% |
$11M - $11.8M
|
3.65M
$167M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
227K+ 16539.46% |
$10.5M - $11.3M
|
228K
$10.5M
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
169K+ 117.59% |
$7.81M - $8.42M
|
313K
$14.3M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
128K+ 5.98% |
$5.92M - $6.38M
|
2.27M
$104M
|
|
Aug 15, 2022
Q2 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
123KNew |
$5.67M - $6.11M
|
123K
$5.62M
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
121KNew |
$5.58M - $6.01M
|
121K
$5.53M
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
BUY
|
- |
118KNew |
$5.44M - $5.87M
|
118K
$5.39M
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
105K+ 10.89% |
$4.86M - $5.24M
|
1.07M
$49M
|
|
Aug 11, 2022
Q2 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
99.7KNew |
$4.61M - $4.97M
|
99.7K
$4.57M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
83.6K+ 69.34% |
$3.87M - $4.17M
|
204K
$9.36M
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
81.9K+ 1.33% |
$3.79M - $4.08M
|
6.24M
$286M
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
80.4K+ 20.6% |
$3.72M - $4.01M
|
471K
$21.6M
|
|
Jul 10, 2024
Q2 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
74.9K+ 103.82% |
$3.46M - $3.73M
|
147K
$6.73M
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
69.2K+ 345.56% |
$3.2M - $3.45M
|
89.2K
$4.09M
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
66.3K+ 97.61% |
$3.06M - $3.3M
|
134K
$6.15M
|
|
Jul 12, 2022
Q2 2022
|
Parkside Advisors LLC
|
BUY
|
- |
66.2K+ 19.12% |
$3.06M - $3.3M
|
412K
$18.9M
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
64.7K+ 131.42% |
$2.99M - $3.22M
|
114K
$5.22M
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
52.6KNew |
$2.43M - $2.62M
|
52.6K
$2.41M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.5K+ 18.27% |
$1.82M - $1.97M
|
255K
$11.7M
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
35.6K+ 8.08% |
$1.64M - $1.77M
|
476K
$21.8M
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
34.1K+ 21.21% |
$1.58M - $1.7M
|
195K
$8.93M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
32.1K+ 324.12% |
$1.48M - $1.6M
|
42K
$1.92M
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
31.8KNew |
$1.47M - $1.59M
|
31.8K
$1.46M
|
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
31KNew |
$1.43M - $1.55M
|
31K
$1.42M
|
|
Aug 15, 2022
Q2 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
28.5KNew |
$1.32M - $1.42M
|
28.5K
$1.3M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
28.3KNew |
$1.31M - $1.41M
|
28.3K
$1.3M
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
27KNew |
$1.25M - $1.35M
|
27K
$1.24M
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
22.4K+ 14.68% |
$1.04M - $1.12M
|
175K
$8.03M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
21.4K+ 3029.75% |
$989K - $1.07M
|
22.1K
$1.01M
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
20KNew |
$926K - $999K
|
20K
$918K
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
19.7K+ 210.85% |
$911K - $982K
|
29K
$1.33M
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
17.4KNew |
$806K - $869K
|
17.4K
$799K
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
16.7K+ 235.04% |
$773K - $834K
|
23.8K
$1.09M
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
16.1KNew |
$743K - $801K
|
16.1K
$736K
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
15.2K+ 30.4% |
$701K - $756K
|
65K
$2.98M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
15.1K+ 3.46% |
$699K - $753K
|
452K
$20.7M
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
14.9K+ 6.4% |
$690K - $744K
|
248K
$11.4M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.9K+ 2.69% |
$689K - $742K
|
569K
$26.1M
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.6K+ 113.14% |
$627K - $676K
|
25.5K
$1.17M
|