Purchases and Sales Made in Q2 2023 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
BUY
|
- |
242+ 0.21% |
$11K - $11.4K
|
116K
$5.47M
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
221New |
$10.1K - $10.4K
|
221
$10.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
220+ 3.97% |
$10K - $10.3K
|
5.76K
$272K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
214New |
$9.73K - $10.1K
|
214
$10.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
199New |
$9.05K - $9.36K
|
199
$9.38K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
199+ 2.43% |
$9.05K - $9.36K
|
8.4K
$396K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
193New |
$8.78K - $9.08K
|
193
$9.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
BUY
|
- |
185+ 0.04% |
$8.42K - $8.7K
|
486K
$22.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
151+ 1.22% |
$6.87K - $7.1K
|
12.5K
$589K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
150+ 6.16% |
$6.82K - $7.06K
|
2.58K
$122K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
149+ 2.88% |
$6.78K - $7.01K
|
5.33K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
149New |
$6.78K - $7.01K
|
149
$7.02K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
BUY
|
- |
130+ 1.93% |
$5.91K - $6.12K
|
6.86K
$323K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
121+ 1.72% |
$5.5K - $5.69K
|
7.15K
$337K
|
|
|
Jul 13, 2023
Q2 2023
|
Verde Capital Management
|
BUY
|
- |
103+ 1.02% |
$4.69K - $4.85K
|
10.2K
$481K
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
103+ 0.56% |
$4.69K - $4.85K
|
18.6K
$879K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
98New |
$4.46K - $4.61K
|
98
$4.62K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
97+ 14.31% |
$4.41K - $4.56K
|
775
$36.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
78+ 0.56% |
$3.55K - $3.67K
|
14K
$660K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
76New |
$3.46K - $3.58K
|
76
$3.58K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
75+ 0.89% |
$3.41K - $3.53K
|
8.51K
$401K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
75New |
$3.41K - $3.53K
|
75
$3.54K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
72+ 17.31% |
$3.28K - $3.39K
|
488
$23K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
55+ 0.17% |
$2.5K - $2.59K
|
32.4K
$1.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
45New |
$2.05K - $2.12K
|
45
$2.12K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
41+ 0.83% |
$1.87K - $1.93K
|
4.99K
$235K
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
37+ 0.51% |
$1.68K - $1.74K
|
7.33K
$346K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
34+ 1.71% |
$1.55K - $1.6K
|
2.03K
$95.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
32New |
$1.46K - $1.51K
|
32
$1.51K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
29+ 42.65% |
$1.32K - $1.36K
|
97
$4.57K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
28+ 56.0% |
$1.27K - $1.32K
|
78
$3.68K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
28+ 0.04% |
$1.27K - $1.32K
|
79.2K
$3.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
26+ 0.53% |
$1.18K - $1.22K
|
4.9K
$231K
|
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
21New |
$955 - $988
|
21
$990
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
19+ 0.56% |
$864 - $894
|
3.43K
$162K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
18+ 0.29% |
$819 - $847
|
6.16K
$291K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
14New |
$637 - $659
|
14
$660
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
14+ 11.97% |
$637 - $659
|
131
$6.18K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
13+ 0.28% |
$591 - $612
|
4.64K
$219K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$455 - $470
|
10
$471
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
6New |
$273 - $282
|
6
$283
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 0.38% |
$182 - $188
|
1.05K
$49.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.62% |
$136 - $141
|
485
$22.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
3New |
$136 - $141
|
3
$141
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.79% |
$136 - $141
|
384
$18.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1+ 0.01% |
$45.5 - $47
|
10.7K
$503K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 9.09% |
$45.5 - $47
|
12
$566
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1New |
$45.5 - $47
|
1
$47.1
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-1- 0.21% |
$45.5 - $47
|
469
$22.1K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1- -0.0% |
$45.5 - $47
|
51.9K
$2.44M
|