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 16, 2022
Q2 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-5.54KClosed |
$256K - $276K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-5.68KClosed |
$262K - $283K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-5.72KClosed |
$264K - $285K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-5.77K- 16.4% |
$267K - $288K
|
29.4K
$1.34M
|
|
|
Jul 22, 2022
Q2 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-5.79K- 3.87% |
$268K - $288K
|
144K
$6.55M
|
|
|
Jul 12, 2022
Q2 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-6K- 48.58% |
$277K - $299K
|
6.35K
$289K
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.04K- 36.49% |
$279K - $301K
|
10.5K
$479K
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-6.1K- 43.88% |
$282K - $304K
|
7.8K
$355K
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.2K- 43.36% |
$287K - $309K
|
8.1K
$369K
|
|
|
Aug 02, 2022
Q2 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-6.46KClosed |
$298K - $322K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-6.64KClosed |
$307K - $331K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-6.7K- 12.4% |
$310K - $334K
|
47.3K
$2.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-6.83K- 60.3% |
$316K - $340K
|
4.5K
$205K
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-6.91K- 3.38% |
$320K - $344K
|
198K
$9M
|
|
|
Jul 25, 2022
Q2 2022
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-7.29KClosed |
$337K - $363K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-7.35K- 22.04% |
$340K - $366K
|
26K
$1.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-7.91KClosed |
$366K - $394K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-7.94K- 75.89% |
$367K - $396K
|
2.52K
$115K
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.1K- 14.34% |
$374K - $404K
|
48.4K
$2.2M
|
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-8.27K- 25.08% |
$383K - $412K
|
24.7K
$1.13M
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-8.37KClosed |
$387K - $417K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8.7K- 8.5% |
$402K - $434K
|
93.7K
$4.27M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.99K- 3.98% |
$416K - $448K
|
217K
$9.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-9.29KClosed |
$429K - $463K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Verde Capital Management
|
SELL
|
- |
-9.61K- 45.61% |
$444K - $479K
|
11.5K
$522K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.76K- 24.27% |
$451K - $486K
|
30.4K
$1.39M
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-10.2K- 64.72% |
$472K - $509K
|
5.56K
$253K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-10.4K- 37.5% |
$479K - $517K
|
17.3K
$787K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-10.7K- 8.61% |
$493K - $531K
|
113K
$5.16M
|
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-10.9K- 25.65% |
$506K - $545K
|
31.7K
$1.45M
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-11.1KClosed |
$511K - $551K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-11.2K- 34.48% |
$520K - $560K
|
21.4K
$973K
|
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-11.2K- 16.7% |
$520K - $560K
|
56.1K
$2.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-11.5K- 6.68% |
$532K - $573K
|
161K
$7.32M
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-12K- 12.31% |
$555K - $598K
|
85.5K
$3.89M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12K- 1.8% |
$556K - $599K
|
654K
$29.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-12.1K- 45.38% |
$558K - $601K
|
14.5K
$661K
|
|
|
Jul 18, 2022
Q2 2022
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-12.4K- 6.93% |
$572K - $616K
|
166K
$7.56M
|
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-12.7K- 7.14% |
$587K - $632K
|
165K
$7.52M
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-13.3K- 13.05% |
$613K - $661K
|
88.3K
$4.02M
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-14.2K- 11.75% |
$655K - $706K
|
106K
$4.85M
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-14.5K- 22.54% |
$669K - $721K
|
49.7K
$2.26M
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-14.9K- 74.88% |
$688K - $742K
|
4.99K
$227K
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
SELL
|
- |
-14.9K- 26.49% |
$688K - $742K
|
41.3K
$1.88M
|
|
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-15K- 2.96% |
$692K - $746K
|
491K
$22.3M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.7K- 3.13% |
$727K - $784K
|
487K
$22.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.3K- 10.94% |
$753K - $811K
|
133K
$6.04M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-16.4K- 5.84% |
$760K - $819K
|
265K
$12.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.2K- 10.78% |
$797K - $860K
|
143K
$6.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-17.7K- 2.99% |
$818K - $881K
|
575K
$26.2M
|