Purchases and Sales Made in Q3 2021 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
27.3K+ 6.94% |
$1.45M - $1.47M
|
421K
$19.4M
|
|
Oct 13, 2021
Q3 2021
|
Wiser Wealth Management, Inc
|
BUY
|
- |
27.1K+ 14.83% |
$1.44M - $1.45M
|
209K
$9.64M
|
|
Oct 29, 2021
Q3 2021
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
26.7K+ 7.55% |
$1.42M - $1.43M
|
380K
$17.5M
|
|
Oct 13, 2021
Q3 2021
|
Parkside Advisors LLC
|
BUY
|
- |
26.6K+ 10.92% |
$1.41M - $1.42M
|
270K
$12.4M
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
24.6K+ 13.74% |
$1.31M - $1.32M
|
203K
$9.36M
|
|
Nov 03, 2021
Q3 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
23.4KNew |
$1.25M - $1.26M
|
23.4K
$1.08M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
22.6K+ 208.83% |
$1.2M - $1.21M
|
33.5K
$1.54M
|
|
Nov 15, 2021
Q3 2021
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
22.3K+ 2.82% |
$1.19M - $1.2M
|
815K
$37.5M
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
21.2K+ 17.81% |
$1.13M - $1.14M
|
140K
$6.45M
|
|
Nov 09, 2021
Q3 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
20.4KNew |
$1.08M - $1.09M
|
20.4K
$938K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
20.2K+ 4.45% |
$1.08M - $1.09M
|
475K
$21.9M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.2K+ 3.33% |
$1.07M - $1.08M
|
625K
$28.8M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.9KNew |
$1.06M - $1.07M
|
19.9K
$916K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19.8KNew |
$1.05M - $1.06M
|
19.8K
$912K
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
19.8K+ 2.34% |
$1.05M - $1.06M
|
866K
$39.9M
|
|
Oct 20, 2021
Q3 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
19.7KNew |
$1.05M - $1.06M
|
19.7K
$907K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.6K+ 4.26% |
$1.04M - $1.05M
|
481K
$22.1M
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
19.1K+ 4.9% |
$1.02M - $1.03M
|
409K
$18.8M
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
19K+ 13.2% |
$1.01M - $1.02M
|
163K
$7.49M
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
18.8K+ 100.12% |
$1M - $1.01M
|
37.7K
$1.73M
|
|
Oct 29, 2021
Q3 2021
|
Financial Life Advisors
|
BUY
|
- |
18.8K+ 5.42% |
$999K - $1.01M
|
366K
$16.8M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.3K+ 302.83% |
$974K - $982K
|
24.4K
$1.12M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
18.2KNew |
$969K - $977K
|
18.2K
$838K
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
17.5K+ 66.01% |
$933K - $941K
|
44.1K
$2.03M
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
17.3K+ 3.77% |
$919K - $927K
|
476K
$21.9M
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
16.9KNew |
$897K - $905K
|
16.9K
$776K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.4K+ 5.14% |
$873K - $881K
|
336K
$15.4M
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
BUY
|
- |
16K+ 14.65% |
$849K - $856K
|
125K
$5.75M
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
15.9K+ 13.34% |
$844K - $851K
|
135K
$6.2M
|
|
Oct 14, 2021
Q3 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
15.7K+ 3.19% |
$833K - $840K
|
506K
$23.3M
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.4K+ 1.17% |
$821K - $828K
|
1.33M
$61.3M
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
15.2K+ 9.88% |
$811K - $818K
|
170K
$7.8M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.1K+ 3.89% |
$802K - $809K
|
402K
$18.5M
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
14.9K+ 3.69% |
$791K - $797K
|
418K
$19.2M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.5K+ 2.84% |
$770K - $777K
|
525K
$24.2M
|
|
Oct 14, 2021
Q3 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
14.3K+ 4.26% |
$761K - $767K
|
350K
$16.1M
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13.6K+ 47.93% |
$724K - $730K
|
42K
$1.93M
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
13.6K+ 15.43% |
$722K - $729K
|
102K
$4.68M
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13K+ 5.19% |
$693K - $699K
|
264K
$12.2M
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13K+ 17.4% |
$691K - $697K
|
87.7K
$4.03M
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
12.9K+ 13.27% |
$684K - $690K
|
110K
$5.05M
|
|
Nov 04, 2021
Q3 2021
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
12.5K+ 1.16% |
$665K - $671K
|
1.09M
$50.4M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
12.3K+ 3.53% |
$652K - $657K
|
359K
$16.5M
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
12.1K+ 116.44% |
$642K - $648K
|
22.5K
$1.03M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.8K+ 26.01% |
$626K - $632K
|
57.1K
$2.63M
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
11.8KNew |
$625K - $631K
|
11.8K
$541K
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.3K+ 11.34% |
$601K - $606K
|
111K
$5.1M
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
11.3KNew |
$600K - $605K
|
11.3K
$519K
|
|
Nov 03, 2021
Q3 2021
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
10.6KNew |
$564K - $569K
|
10.6K
$488K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
10.1K+ 1.22% |
$536K - $541K
|
838K
$38.6M
|