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 |
---|---|---|---|---|---|---|---|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-176- 3.16% |
$9.36K - $9.44K
|
5.39K
$248K
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-199- 0.76% |
$10.6K - $10.7K
|
25.9K
$1.19M
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
SELL
|
- |
-200- 14.49% |
$10.6K - $10.7K
|
1.18K
$54.3K
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-200- 3.6% |
$10.6K - $10.7K
|
5.36K
$247K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-204- 13.43% |
$10.9K - $10.9K
|
1.32K
$60.5K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-207- 18.48% |
$11K - $11.1K
|
913
$42K
|
|
Oct 13, 2021
Q3 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-247- 2.67% |
$13.1K - $13.2K
|
9.01K
$415K
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-292- 1.7% |
$15.5K - $15.7K
|
16.9K
$779K
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-293Closed |
$15.6K - $15.7K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-326- 5.37% |
$17.3K - $17.5K
|
5.74K
$264K
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-330- 8.67% |
$17.6K - $17.7K
|
3.48K
$160K
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-343- 23.9% |
$18.2K - $18.4K
|
1.09K
$50.3K
|
|
Oct 18, 2021
Q3 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-350- 5.13% |
$18.6K - $18.8K
|
6.47K
$298K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-352- 0.01% |
$18.7K - $18.9K
|
2.67M
$123M
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-407- 1.85% |
$21.6K - $21.8K
|
21.6K
$995K
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-410- 7.93% |
$21.8K - $22K
|
4.76K
$219K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-433- 3.53% |
$23K - $23.2K
|
11.8K
$544K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-441- 0.12% |
$23.5K - $23.7K
|
366K
$16.8M
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
SELL
|
- |
-513- 3.38% |
$27.3K - $27.5K
|
14.7K
$675K
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-513- 3.38% |
$27.3K - $27.5K
|
14.7K
$675K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-537- 6.35% |
$28.6K - $28.8K
|
7.92K
$365K
|
|
Oct 13, 2021
Q3 2021
|
Verde Capital Management
|
SELL
|
- |
-584- 2.71% |
$31.1K - $31.3K
|
21K
$966K
|
|
Oct 22, 2021
Q3 2021
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-586- 1.9% |
$31.2K - $31.4K
|
30.3K
$1.39M
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-604- 97.26% |
$32.1K - $32.4K
|
17
$782
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-630Closed |
$33.5K - $33.8K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-674Closed |
$35.9K - $36.2K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-678- 29.99% |
$36.1K - $36.4K
|
1.58K
$72.8K
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-701- 14.62% |
$37.3K - $37.6K
|
4.09K
$188K
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-705- 0.17% |
$37.5K - $37.8K
|
424K
$19.5M
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-738- 49.1% |
$39.3K - $39.6K
|
765
$35.2K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-752- 4.32% |
$40K - $40.3K
|
16.7K
$767K
|
|
Nov 12, 2021
Q3 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-775- 2.61% |
$41.2K - $41.6K
|
28.9K
$1.33M
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-796- 5.41% |
$42.3K - $42.7K
|
13.9K
$641K
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-800- 10.82% |
$42.6K - $42.9K
|
6.59K
$303K
|
|
Nov 12, 2021
Q3 2021
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-809- 1.41% |
$43K - $43.4K
|
56.5K
$2.6M
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-822Closed |
$43.7K - $44.1K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-825- 32.51% |
$43.9K - $44.3K
|
1.71K
$78.8K
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-831- 7.11% |
$44.2K - $44.6K
|
10.8K
$499K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-840Closed |
$44.7K - $45.1K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-846- 16.07% |
$45K - $45.4K
|
4.42K
$203K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-891- 2.89% |
$47.4K - $47.8K
|
29.9K
$1.38M
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-906Closed |
$48.2K - $48.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-926- 7.28% |
$49.3K - $49.7K
|
11.8K
$543K
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-988- 19.26% |
$52.6K - $53K
|
4.14K
$191K
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-997- 3.21% |
$53K - $53.5K
|
30.1K
$1.38M
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1K- 22.35% |
$53.2K - $53.6K
|
3.48K
$160K
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.05K- 14.97% |
$55.7K - $56.2K
|
5.96K
$274K
|
|
Nov 15, 2021
Q3 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-1.07KClosed |
$57K - $57.4K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.13K- 1.28% |
$59.8K - $60.3K
|
86.6K
$3.99M
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.33K- 16.26% |
$70.6K - $71.2K
|
6.84K
$315K
|