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 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.42K- 13.2% |
$75.3K - $75.9K
|
9.31K
$428K
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.48K- 86.3% |
$78.7K - $79.4K
|
235
$10.8K
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.51K- 23.58% |
$80.2K - $80.8K
|
4.88K
$225K
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.53K- 11.12% |
$81.3K - $82K
|
12.2K
$563K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.58K- 30.04% |
$84.3K - $85K
|
3.69K
$170K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.62K- 27.35% |
$86.2K - $87K
|
4.31K
$198K
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.66K- 16.07% |
$88.5K - $89.3K
|
8.69K
$400K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.71K- 3.4% |
$90.7K - $91.5K
|
48.4K
$2.23M
|
|
Nov 05, 2021
Q3 2021
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-1.75K- 14.34% |
$92.9K - $93.7K
|
10.4K
$480K
|
|
Nov 12, 2021
Q3 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.9K- 1.7% |
$101K - $102K
|
110K
$5.06M
|
|
Nov 12, 2021
Q3 2021
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-1.92K- 5.04% |
$102K - $103K
|
36.2K
$1.67M
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.01K- 26.3% |
$107K - $108K
|
5.64K
$260K
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2.03KClosed |
$108K - $109K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.04K- 7.61% |
$109K - $110K
|
24.8K
$1.14M
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-2.16K- 0.8% |
$115K - $116K
|
269K
$12.4M
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-2.23K- 36.42% |
$119K - $120K
|
3.89K
$179K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.34K- 15.56% |
$125K - $126K
|
12.7K
$585K
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.36K- 6.5% |
$126K - $127K
|
34K
$1.56M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.38K- 12.09% |
$127K - $128K
|
17.3K
$797K
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.39K- 0.87% |
$127K - $128K
|
274K
$12.6M
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-2.64K- 10.73% |
$140K - $141K
|
21.9K
$1.01M
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3K- 0.41% |
$160K - $161K
|
729K
$33.5M
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-3.28K- 36.23% |
$175K - $176K
|
5.78K
$266K
|
|
Nov 09, 2021
Q3 2021
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-3.46K- 13.67% |
$184K - $186K
|
21.9K
$1.01M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.99KClosed |
$212K - $214K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
SELL
|
- |
-4K- 24.92% |
$213K - $215K
|
12.1K
$555K
|
|
Oct 20, 2021
Q3 2021
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-4.04K- 3.69% |
$215K - $217K
|
105K
$4.85M
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.12KClosed |
$219K - $221K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-4.19KClosed |
$223K - $225K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.25K- 39.38% |
$226K - $228K
|
6.54K
$301K
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4.41K- 37.56% |
$235K - $237K
|
7.34K
$338K
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-4.51K- 2.38% |
$240K - $242K
|
185K
$8.52M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.66KClosed |
$248K - $250K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-4.71KClosed |
$250K - $252K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.88K- 2.51% |
$259K - $261K
|
189K
$8.71M
|
|
Nov 10, 2021
Q3 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-5.07K- 7.35% |
$270K - $272K
|
63.9K
$2.94M
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-5.27K- 2.78% |
$280K - $283K
|
184K
$8.48M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.41KClosed |
$288K - $290K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-5.96KClosed |
$317K - $320K
|
0
$0
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-6.43K- 35.46% |
$342K - $345K
|
11.7K
$538K
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-6.63KClosed |
$353K - $356K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-6.75KClosed |
$359K - $362K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Clean Yield Group
|
SELL
|
- |
-7.67K- 5.18% |
$408K - $411K
|
140K
$6.45M
|
|
Nov 12, 2021
Q3 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-8.61K- 3.56% |
$458K - $462K
|
233K
$10.7M
|
|
Nov 12, 2021
Q3 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-8.68K- 21.11% |
$461K - $465K
|
32.4K
$1.49M
|
|
Nov 03, 2021
Q3 2021
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-8.68KClosed |
$462K - $466K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-8.76K- 5.16% |
$466K - $470K
|
161K
$7.42M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.89K- 73.39% |
$473K - $477K
|
3.22K
$148K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.02K- 18.67% |
$480K - $484K
|
39.3K
$1.81M
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-9.7K- 49.45% |
$516K - $520K
|
9.91K
$456K
|