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 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
98+ 233.33% |
$5.21K - $5.26K
|
140
$6.44K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
94New |
$5K - $5.04K
|
94
$4.33K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
85+ 28.52% |
$4.52K - $4.56K
|
383
$17.6K
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
76New |
$4.04K - $4.08K
|
76
$3.5K
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
75New |
$3.99K - $4.02K
|
75
$3.45K
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
68New |
$3.62K - $3.65K
|
68
$3.13K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
60New |
$3.19K - $3.22K
|
60
$2.76K
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
46+ 70.77% |
$2.45K - $2.47K
|
111
$5.11K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
44New |
$2.34K - $2.36K
|
44
$2.02K
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
39+ 0.91% |
$2.07K - $2.09K
|
4.35K
$200K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32+ 23.36% |
$1.7K - $1.72K
|
169
$7.78K
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
26New |
$1.38K - $1.39K
|
26
$1.2K
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
15+ 0.11% |
$798 - $805
|
14K
$646K
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 0.17% |
$798 - $805
|
8.76K
$403K
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
7New |
$372 - $375
|
7
$322
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4+ 0.05% |
$213 - $215
|
8.52K
$392K
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.04% |
$160 - $161
|
8.16K
$376K
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 1.02% |
$106 - $107
|
199
$9.16K
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$106 - $107
|
1.52K
$69.9K
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.38% |
$53.2 - $53.6
|
262
$12.1K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.05% |
$53.2 - $53.6
|
1.91K
$87.8K
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 1.52% |
$53.2 - $53.6
|
67
$3.08K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$53.2 - $53.6
|
1
$46
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$53.2 - $53.6
|
485
$22.3K
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Mar 15, 2022
Q3 2021
|
Central Bank Of Brazil
Brasilia Df, D5 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3Closed |
$160 - $161
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5- 0.02% |
$266 - $268
|
28.6K
$1.31M
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 0.17% |
$319 - $322
|
3.51K
$162K
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-8- 7.02% |
$426 - $429
|
106
$4.88K
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8- 0.56% |
$426 - $429
|
1.41K
$65.1K
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-12- 6.82% |
$638 - $644
|
164
$7.55K
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-17- 18.89% |
$904 - $912
|
73
$3.36K
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-20- 0.26% |
$1.06K - $1.07K
|
7.56K
$348K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-24- 2.58% |
$1.28K - $1.29K
|
907
$41.7K
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-25- 0.34% |
$1.33K - $1.34K
|
7.42K
$342K
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-25Closed |
$1.33K - $1.34K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-29- 19.46% |
$1.54K - $1.56K
|
120
$5.52K
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-38- 18.72% |
$2.02K - $2.04K
|
165
$7.59K
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-51Closed |
$2.71K - $2.74K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-57- 0.91% |
$3.03K - $3.06K
|
6.18K
$284K
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-60- 1.12% |
$3.19K - $3.22K
|
5.3K
$244K
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-61Closed |
$3.24K - $3.27K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-65- 12.95% |
$3.46K - $3.49K
|
437
$20.1K
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-101- 17.94% |
$5.37K - $5.42K
|
462
$21.3K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-107- 1.52% |
$5.69K - $5.74K
|
6.92K
$318K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-121- 1.65% |
$6.44K - $6.49K
|
7.22K
$332K
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-150- 1.23% |
$7.98K - $8.05K
|
12K
$554K
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-152- 78.76% |
$8.08K - $8.15K
|
41
$1.89K
|
|
Nov 12, 2021
Q3 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-158Closed |
$8.4K - $8.48K
|
0
$0
|